💸AI Spending Shock, Alpha Picks ‘Winners Circle’ & REITs Paying You To Start 2026
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💸AI Spending Shock, Alpha Picks ‘Winners Circle’ & REITs Paying You To Start 2026
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$MU earnings surprised me. Again - earnings for AI are REALLY good. But the spending continues to bring the market down. Plus these 2 REITS will pay you to start out 2026 - solid plays found using scanners.
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EPISODE SUMMARY
🤖 AI Spend & Data Centers – Oracle’s $10B data center funding snag and what it says about the market’s obsession with AI infrastructure.
🏆 Alpha Picks Winners Circle – How a rules-based portfolio turned multiple names into 100%+ winners and what “sell your principal, hold the gains” looks like in practice.
💽 Micron’s DRAM Blowout – MU’s earnings beat, 2026 demand visibility, and what Morgan Stanley’s top chip list (NVDA, AVGO, ALAB) signals for next year.
🏢 REITs & Year‑End Dividends – IIPR’s big New Year payout setup and why FRT’s 58-year dividend growth streak plus bullish quant rating have it “ready to run.”
🎧 Top Stocks 2025 → 2026 – Key lessons from the Investing Experts recap (CRDO and more) and why Steve’s 2026 Top Stocks event on Jan 6 could reset your playbook.
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