The author presents bullish near-term views on ANET, ALAB, CAT, NVDA, and NFLX, plus a positive view on META's post-CAPEX positioning.
CAT — LONG The author sees Caterpillar as a safe anchor for U.S. infrastructure build-out exposure. He believes short-to-intermediate upside outweighs downside risk, with earnings in late January as a near-term event.
CAT: Looks nice for safe anchor (stable) exposure for infrastructure build out in the US. A lot more short-intermediate upside (if limited, earnings in late Jan though) than downside risk to me.
NVDA — LONG The author argues that Chinese companies want and need Nvidia chips, making NVDA likely to surprise positively over several quarters. He views it as a buy into 2026, especially if the stock fades.
Chinese companies want and need the Chips, more of a 'Giving Face' issue than anything, NVDA will probably surprise overall, on balance, for a several quarters and looks like a buy into 2026 to me if it fades much at all.
NFLX — LONG The author believes Netflix's well-timed stock split will attract more trading volume and exaggerate upside convexity over the year. He sees it as a good trading vehicle in 2026.
NFLX: That split was well timed, I think a lot more people trading it (volume) will exaggerate the upside convexity over the year. Might be good Trading this year.
This Reddit post, published January 02, 2026, features u/ChairmanMeow1986 discussing CAT, NVDA, NFLX. 3 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/ChairmanMeow1986 · Tickers: CAT, NVDA, NFLX