Author shares a 2026 investment list with brief rationales for defense, AI, Bitcoin, media, e-commerce, industrial, conglomerate, and consumer brand stocks/ETFs.
NVDA — LONG The author believes NVIDIA holds a spectacular moat at the core of the AI compute stack. They are convinced AI will disrupt labor markets and drive a new productivity race, though they acknowledge that if the AI boom collapses, Nvidia will suffer first.
A spectacular moat at the very core of the AI compute stack. If the AI boom collapses, Nvidia will suffer first, but I’m convinced AI will massively disrupt labor markets and fuel a new productivity race.
6857.T — LONG The author sees Advantest as a high-quality, leveraged play on long-term semiconductor volume growth. The rationale is that more chips inevitably require more testing.
More chips inevitably mean more testing. Advantest is a leveraged, high-quality play on long-term semiconductor volume growth.
3350.T — LONG The author applies the same Bitcoin thesis to Metaplanet as to MicroStrategy, but notes it has even higher volatility. They also speculate that Metaplanet is likely to be acquired by MicroStrategy at some point.
Same thesis as MSTR with even higher volatility. Likely to be acquired by MicroStrategy at some point.
DIS — LONG The author believes Disney is finally regaining control after systematically damaging its IPs since 2020. The thesis rests on a strategy shift toward selective films, core franchises, talent valorization, and pragmatic AI partnerships.
After systematically damaging its IPs since 2020, Disney is finally regaining control. Strategy now focuses on selective films, core franchises, talent valorization, and pragmatic AI partnerships.
NFLX — LONG The author calls Netflix the media group of the 21st century and expects it to expand far beyond streaming. They list potential expansion areas including restaurants, theme parks, production, theatrical distribution, merchandise, vertical formats, and possibly live shopping.
The media group of the 21st century. Netflix will expand far beyond streaming into restaurants, theme parks, production, theatrical distribution, merchandise, vertical formats, and possibly live shopping.
RDDT — LONG The author views Reddit as a structurally important conversation layer of the internet. The thesis is based on its unique data and monetization optionality.
A structurally important conversation layer of the internet with unique data and monetization optionality.
MELI — LONG The author highlights Mercado Libre's strong growth combined with improving profitability. They believe it is best positioned to capture the upcoming wave of live shopping in Latin America, where TikTok Shop remains weak.
Strong growth combined with improving profitability. Best positioned for the upcoming wave of live shopping in Latin America, where TikTok Shop remains weak.
8031.T — LONG The author sees Mitsui & Co. as masters of diversification and capital allocation, offering Buffett-style returns with Asian exposure. They note this Asian exposure was missing from their portfolio.
Masters of diversification and capital allocation. Buffett-style returns with Asian exposure, which was missing from my portfolio.
EL.PA — LONG The author describes EssilorLuxottica as having a near-monopoly on premium eyewear. The investment case combines brand power, distribution, and medical necessity.
A near-monopoly on premium eyewear combining brand power, distribution, and medical necessity.
TNIE.DE — LONG The author views Tonies as a differentiated children’s entertainment platform with strong brand loyalty. The thesis leverages partnerships with the most valuable IPs.
A differentiated children’s entertainment platform with strong brand loyalty and IP leverage. Partnerships with most valuable IPs.
Unpriced research observations (excluded from Calls and Returns):
DFNS — LONG The author argues that geopolitical tensions make it impossible to pick individual defense contractors, so the VanEck Defense ETF solves that uncertainty by providing diversified exposure. It has been the author's best-performing investment over the past 24 months. resolved_entity_name_mismatch
It’s impossible to predict which defense contractor will outperform as geopolitical tensions shift constantly (Korea, the West, Africa, Middle East). This ETF solves that uncertainty and has been my best-performing investment over the past 24 months.
MSTR — LONG The author views MicroStrategy as a high-risk bet on Bitcoin, which they believe is now broadly accepted by private and public institutions. They see BTC as the new global gold reserve with a very long-term horizon. resolved_entity_name_mismatch
A high-risk bet, but Bitcoin is now broadly accepted by private and public institutions. I view BTC as the new global gold reserve with a very long-term horizon.
This Reddit post, published January 25, 2026, features u/AsakusaParis discussing NVDA, 6857.T, 3350.T, DIS, NFLX, RDDT, MELI, 8031.T, EL.PA, TNIE.DE. 10 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/AsakusaParis · Tickers: NVDA, 6857.T, 3350.T, DIS, NFLX, RDDT, MELI, 8031.T, EL.PA, TNIE.DE