Home Stock Ideas Quick Picks & Lists Summary While momentum-driven valuations have been stretched, growth visibility still justifies the price for high-quality stocks, as AI-related capex spending is projected to continue at a fast pace in 2026. The AI semiconductor opportunity extends beyond mega-cap names, with critical roles played across memory, connectivity, optical interconnects, power efficiency, and compute infrastructure. In a market that is growing increasingly volatile and uncertain, Quant is a good tool to find high-conviction stocks to hold through the ups and downs. I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead Alpha Picks , which selects the two most attractive stocks to buy each month, and also determines when to sell them.…