8 Must-Own Stocks for the Rest of 2026

Think it’s time to dump Big Tech? Drew Pettit says that could be a huge mistake. Roundhill’s Chief Investment Strategist breaks down why Wall Street earnings revisions keep pushing tech higher—and reveals his 8 must-own stock picks for the rest of 2026. Chapters: 0:00 Intro 0:28 There's always money in the banana stand...and big tech! 0:49 Why are people wrong about tech (answer: revisions, revisions, revisions). 1:13 How to determine if tech stocks are cheap. 1:56 Be careful if you're diversifying away from tech. 2:40 Stock 1: Meta Platforms (META) 3:47 Stock 2: Alphabet (GOOG) 4:31 Stock 3: Micron (MU) 5:22 Stock 4: Samsung (an ETF play) 6:11 Stock 5: Crowdstrike (CRWD) 6:57 Stock 6: Snowflake (SNOW) 7:47 Stock 7: Lumentum (LITE) 8:38 Stock 8: Kirby (KEX) In this episode of Ticker Take, we sit down with Drew Pettit, Chief Investment Strategist at Roundhill Investments, to look at what’s driving the market into year-end. After successfully pinpointing names like Nvidia, CrowdStrike, and Teradyne for 2026, Pettit shares why his bullish thesis comes down to three words: revisions, revisions, revisions. In this episode, we cover: • Why Wall Street profit estimates remain too low, even in a volatile macro environment • How the PEG ratio reveals why the Magnificent Seven are still attractive compared to small caps • 8 stock ideas for the final stretch of 2026, paired with Bloomberg analyst data Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice. Thanks to Drew for joining us! Learn more about him here: https://blog.roundhillinvestments.com/author/drew-pettit Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take" with deep dives, briefings, guest notes, and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-the-scenes newsletter: https://carolinelesley.substack.com/p/the-take-down Listen to the podcast & give us a 5-star rating: ● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf Connect with Jon & Ticker Take: ● X: https://x.com/JonErlichman ● Website: https://www.tickertakeonline.com/ Exec Producer / Co-Host: Caroline Lesley About Jon: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take." #stocks #investing #technology