The other day, my daughter was sharing her seemingly endless TikTok stream with me. She knows I’m all over the internet as “the futurist who said ‘Sell Nvidia’”, so she likes to show me all the cool technology videos in her feed. She wants to know what I think about “crazy thin screens” and “foldable TVs” and “viral drop tests”. Usually, we banter back and forth, and I consider it a good way to pass quality time with someone I love. Until the other day… As we sat there on the couch, I was struck by something crazy… The company I’ve been telling everyone to replace Nvidia (NVDA) with was everywhere in these TikTok videos. Now, it was never mentioned by name as far as I heard, but its technology was front and center in all the “crazy thin screens” and “foldable TVs” and “viral drop tests”. It was even there in the oval office recently when Tim Cook paid President Trump a visit. This company is basically the opposite of an internet hype stock. (It’s 174 years old and pays a quarterly dividend.) So, the fact that its technology components are everywhere – but only if you know what you’re looking for – is why it’s the perfect kind of stock to own right now. In a year where Nvidia stock is looking very depressed so far while this stock has been on a tear recently… it’s also the perfect stock you can buy to replace the overhyped tech names paying a steep price as they come back down to earth. Because 2026 is making room for stocks that failed to make headlines in 2025, but whose real growth was impossible to ignore. This particular stock I love has almost doubled in price over the past year, but the runway for growth is limitless. Because in a single data center, there is enough of this company’s components to circle the globe 8 TIMES OVER. And with hyperscalers set to earmark as much as $3 trillion (!!!) to spend on data center buildout, this company is likely going to encounter almost incomprehensible demand. Its share price growth is already well outpacing Nvidia, but the ride is JUST beginning. Get all the details on what’s primed to be the best technology stock of 2026 right here. Sincerely,  Eric Fry
Senior Macro-Investment Analyst, InvestorPlace | 
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