If you don’t buy the AI bubble fears and think the increased skepticism over some of the names powering the technology, it might be time to get just a bit more greedy to start 2026 off on the right track.
Source: https://247wallst.com/investing/2025/12/26/2-cheaper-ai-stoc…
Realty Income is a lumbering giant, but its 5.6% yield could be a cornerstone investment. Agree Realty competes with Realty Income, but it is much smaller, so its 4.3% yield comes with a growth kicker.
The extremely strong demand for AI chips remains a significant tailwind for these two companies. Importantly, both trade at really attractive valuations despite the market-beating earnings growth they will likely deliver.
Nvidia’s stock is reasonably priced, and it still has a lot of growth opportunities in front of it. Alphabet has a big cost advantage by being the one company not beholden to Nvidia.
