Meta trades like a mature giant, but it is still putting up growth numbers most companies would struggle to match. SoFi is trying to turn rapid user growth into a scalable financial platform. Amazon keeps getting stronger where it matters most, in cloud and advertising.
And then there is Nebius, a smaller name tied directly to the AI data center race, where demand still looks bigger than supply.
This setup comes from a recent breakdown by Future Investing, a YouTube channel with around 62.5 subscribers, where the creator explains why he is adding these names in 2026 while easing off being overly concentrated in Nvidia.
The idea is not that Nvidia is finished, but that the AI wave is much bigger than one stock, and the next phase may reward several parts of the tech stack at once.
Here are the 4 stocks he is buying for 2026;
What you'll learn 👉
1. Meta Platforms (META)
Meta is making more money than before, even though it is already a huge company. It now Even though it is already a huge company, Meta is making more money than before.
It now serves over 3.5 billion users. The amount earned from each user has also gone up, from about $9 a few years ago to over $14 today.
A large portion of its recent investments has gone towards AI, which is already contributing to better performance by its ads.. In this view, that investment feeds directly back into higher revenue over time.
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2. SoFi Technologies (SOFI)
SoFi is expanding its member base at around 35%, far faster than traditional banks. Management believes this pace can continue for years.
Members are also using more products over time, which increases revenue per customer. That compounding effect is the core of SoFi’s growth story.
The company has consistently beaten revenue and earnings expectations, even in tough market conditions. For many investors, that execution is the main bull case.
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3. Amazon (AMZN)
Amazon’s growth story now centers on AWS and advertising, not just e-commerce. AWS growth has recently re-accelerated toward the 20% range.
AWS is not only large but highly profitable, making it a key engine for Amazon’s cash generation. Advertising is also growing fast on the back of strong customer demand.
Margin improvements across the business have pushed net income higher. This shift is turning Amazon into a more efficient profit machine.
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4. Nebius (NBIS)
Nebius focuses on AI data centers, where demand currently exceeds supply. The company is effectively selling everything it can build.
Growth is driven by contracts with large clients like Microsoft and Meta, who need massive AI infrastructure. Expansion depends mainly on how fast Nebius can add capacity.
Tight supply gives Nebius pricing power, at least for now. That makes it one of the more direct plays on AI infrastructure growth.
Furthermore, we can see that the common thread linking all four choices is obvious: they’re all in some way related to AI, digital platforms, or the underlying infrastructure. There’s Meta or Amazon to represent scale and stability, then SoFi or Nebius to represent growth and disruption.
For Future Investing, this is not about replacing Nvidia, but about spreading exposure across the broader AI and tech ecosystem.
In his view, the next phase of the market will not be driven by one stock alone, but by multiple layers of the digital economy moving higher together.
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