The New Year New You Data Dump

[mrmarket]

Welcoming 2026 with a brand new stock pick that will come from this data dump....which ones do you like?

ACMR AER AES AGRPY ALBY ALVOF ARREF ATRO B BAP BBVA BCS BKRIY BNPQY BSAC BUKS BVN BWLP CBBI CBL CDTX CIB CIEN CMRE COHN CPA CSWC CVE CX DAC DB DGICA DHIL DLAKY DNKEY DX EC EFC EFXT ENGIY ENLT ENVA FBP FMBM FNLC FUJHY GEODF GSL GTX HBM ISNPY ITUB IVR JCAP JUVF KEN KGC KISB KNTNF LFGP LNC LONCF LRCX LTM LYBC MFIN MITT MT MYTAY NEM NLY NMR NRT NTB NWG PAANF PACS PFS PUK QNBC RCI RYAAY SAN SATS SCGLY SHG SLBK SQM SSSS STTK SWDBY TD TIGO TRIN TS TTI UAN UOVEY VALE VTVT VWAGY WCPRF WDC WF WPGCF XWIN ZIM

[BlueWolf]

I like LRCX and PACS

[jiesen]

I really like the growth in revenues for PACS:

2025 (actually TTM)	$5,138,841,000
2024	$4,089,734,000
2023	$3,111,492,000
2022	$2,421,994,000
2021	$1,166,563,000

from:

https://finance.yahoo.com/quote/PACS/financials/

What's missing at Yahoo Finance is the analysts' opinion on future growth for PACS. Otherwise, I'd be tempted to buy this one right now. Market cap is $6B, about the same as 1 year's revenue.

[jiesen]

I also like ACMR (so does Google Gemini, which I used to find it). It's got, according to the AI: Backlog of $1.27B. Forecasted 14.5% annual EPS growth. Profitable 4/4 years. and Rising price channel with higher-lows; avoids the "penny stock" volatility of its peers. (I asked it to screen these for EPS growth and for price momentum)

It also gave me LRCX, CIEN and WDC, but WDC has some losing years, EPS-wise, and CIEN has perhaps run up too much already (+42% over the past 12 weeks)

[jiesen]

I didn't like LCRX because it's too far down the tech alley, will likely crash with all the rest of the AI stocks this year (or next). I think Gemini may have a blind spot for AI risks, so don't trust it here.

[jiesen]

By the way, for those of you playing with ChatGPT, and trying to use it for stock research... if it's giving you a tough time, then just try using Gemini instead - you get decent answers out of it much easier than you will ChatGPT. I used to think ChatGPT was pretty neat, too, but once I tried Gemini I found that AI worked way better. Just a suggestion, in case you were still playing around with ChatGPT.