E114: 2026 Market Predictions: The Stocks That Will 10X (and the Ones That Will Crash)

Jan 11, 2026

Get ready for bold predictions for 2026! The discussion dives into which industries will thrive from AI, with surprising contenders like insurance. There's a shakeup forecast for the Magnificent Seven, hinting that Apple might be on shaky ground. Crypto debates heat up between Bitcoin and uranium for value storage. Plus, they assess Reddit picks and predict which personal stocks might skyrocket. Will Rocket Lab's Neutron finally reach orbit? Tune in for some playful wagers about future meetups and poker tournaments!

01:32:58

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INSIGHT

Insurance As An AI Powerhouse

Insurance is uniquely positioned to benefit from AI because its business is statistics and probabilities.
Companies like Lemonade and Oscar can leverage AI for underwriting and risk pricing at scale.

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ADVICE

Buy The Orchestration Layer

Focus on orchestration layers for AI agents because they integrate disparate AI components.
Owning platforms like UiPath that coordinate agents captures outsized value.

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INSIGHT

Mag-7 Likely To Reshuffle

The Magnificent Seven composition may shift as AI and hardware winners emerge.
Tesla is the candidate likely to join the top group if its ambitions around autonomy and robotaxi scale.

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Predictions Overview and AI Caution

01:05 • 4min

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Which Industry Benefits Most from AI

05:12 • 3min

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Who Will Win the AI Agent Race

08:15 • 3min

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Magnificent Seven Shake-Up Picks

11:00 • 3min

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Tesla Robotaxis: Texas Reality Check

13:30 • 3min

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Most Valuable Company by Year-End

16:54 • 2min

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Commodities: Bitcoin vs Uranium and Gold

19:21 • 4min

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Will 10-Year Yield Exceed 6%?

23:39 • 3min

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Dollar vs Safe Havens and BTC Outlook

26:49 • 3min

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Sovereign Debt Crisis in G7?

29:22 • 4min

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WallStreetBets Picks: Best and Worst

33:44 • 8min

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Most Overhyped Stocks: GLP-1s and Quantum

41:47 • 5min

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Geopolitical Positioning: Defense & Energy

46:53 • 5min

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Biggest M&A Predictions for 2026

51:37 • 3min

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Personal Portfolios: Highest Gainers

54:38 • 4min

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Broken Thesis: Holdings That May Fail

58:08 • 4min

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Chainlink, Tokenization, and Bank Settlements

01:02:18 • 3min

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ASTS vs Starlink: First Commercial Call

01:05:43 • 6min

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Rocket Lab Neutron: Will It Reach Orbit?

01:11:21 • 42sec

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CEOs Citing Prediction Markets

01:12:04 • 4min

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Rapid Fire: Homes, Data Centers, Verified Humans

01:15:40 • 3min

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Rapid Fire: Tokenized Real Estate and AI Lawsuits

01:18:17 • 4min

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Fun Predictions: Diets, Meetups, and Poker

01:22:00 • 2min

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Portfolio Battle and Chainlink Comeback

01:24:20 • 2min

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Will Luke Read More Books?

• Mentioned in 451 episodes

Rich Dad Poor Dad

What the Rich Teach Their Kids about Money - That the Poor and the Middle Class Do Not

C.P.A. Sharon L. Lechter

Robert Kiyosaki

The book tells the story of Robert Kiyosaki's two fathers: his 'poor dad,' a highly educated but fiscally poor man, and his 'rich dad,' the father of his best friend who was a successful entrepreneur. It emphasizes the importance of financial education, distinguishing between assets and liabilities, and building wealth through investing in assets such as real estate and businesses. Kiyosaki argues that a good education and a secure job are not guarantees for financial success and provides practical lessons on how to make money work for you rather than working for money.

This week, we dust off the crystal ball to deliver a "big banger" of an episode entirely focused on predictions for 2026. From the AI revolution to the future of the Magnificent Seven, we're putting our reputations on the line.

In this episode:

🤖 AI's Next Big Move: We debate which industries will benefit most from AI adoption, with a focus on manufacturing, logistics, and the surprise contender: insurance.

📉 Mag 7 Shakeup: A controversial take on why Apple might lose its dominant position by 2030.

🔮 The 2026 Crypto & Commodity Play: A heated debate on where to park value—will it be Uranium, Gold, or is Bitcoin destined to crush Silver?

🦁 WallStreetBets vs. The Wildlife: We review a Reddit poll on the "Best Stock of 2026" and give our verdict on their top picks, including ASTS and Reddit itself.

🚀 Portfolio Wars: Which of our personal holdings will see the biggest gains? We make the bull case for Rocket Lab, UiPath, and Coherus.

🛰️ The Space Race: Will ASTS make a commercial call before Starlink? Plus, will Rocket Lab's Neutron finally reach orbit?

🎰 Vegas Bound: Details on the upcoming Wall Street Wildlife Patreon meetup in Las Vegas!

Segments:

00:00 Introduction & Christmas Recap

03:25 2026 Predictions Overview

05:10 Which Industry Benefits Most from AI? $SYM $LMND $OSCR

08:10 Who Wins the AI Agents Race? $PATH $GOOG

10:50 Magnificent Seven Shake-Up: Who Falls & Who Replaces Them? $AAPL $META

13:30 Tesla Robotaxis in Texas - Reality Check $TSLA

16:55 Most Valuable Company by Year-End $GOOG #SpaceX

19:17 Commodities Battle: Bitcoin, Gold, Silver, or Uranium? $BTC

23:40 Will the 10-Year Yield Exceed 6%?

26:40 Dollar Decline vs. Safe Havens $BTC $USD

29:20 Sovereign Debt Crisis - Will G7 Countries Survive?

33:35 Wall Street Bets Stock Picks - Best & Worst $PATH $DUOL $RKLB $RDDT $MELI

41:49 Most Overhyped Stocks $NVO $MMED $LLY $QUBT $RGTI $GOOG $IBM

46:52 Geopolitical Portfolio Positioning - Defense & Energy #Anduril $CEG $ONDS

51:32 Biggest M&A Deal of 2026 $RLAY $PRCT $LYFT

54:37 Highest Gainer in Our Portfolios $EOSE $MELI $CHRS

58:10 Broken Thesis in Our Portfolios $SLNH $GNS

01:02:14 Chainlink & Tier-1 Banks $LINK

01:05:40 ASTS vs. Starlink: First Commercial Call $ASTS #SpaceX

01:11:22 Rocket Lab: Neutron to Orbit? $RKLB

01:12:00 CEOs Citing Prediction Markets $COIN

01:15:43 Rapid Fire: Homes vs. Data Centers

01:16:34 Rapid Fire: Verified Human Tier

01:18:04 Rapid Fire: Tokenized Real Estate

01:19:00 Rapid Fire: AI Crime & Lawsuits

01:21:53 Badger vs. Greggs Sausage Rolls $GRG

01:23:11 Most Improbable Las Vegas Meetup Prediction

01:24:12 Portfolio Performance Battle

01:26:45 Predictions Wrap-Up

01:27:32 Market Bottlenecks in 2026

01:30:40 Las Vegas Meetup Update

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Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation

Keywords:

Stock Market Predictions 2026, Best Stocks to Buy 2026, 10x Stocks 2026, Stock Market Crash 2026, WallStreetBets Picks 2026, High Risk Investing, RKLB Stock, ASTS SpaceMobile, Tesla Robotaxi, Bitcoin Prediction 2026, AI Stocks to Buy, Mag 7 Shakeup, Crypto vs Gold, Space Investing, Sovereign Debt Crisis, Uranium Squeeze, Top Growth Stocks 2026, Chainlink CCIP, SpaceX IPO, GlP-1 Bubble, $RKLB, $ASTS, $TSLA, $PATH, $LMND, $SYM, $BTC, $GOOG, $MELI, $RDDT, $LINK, $EOSE, $CHRS

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