Just thinking about where to invest in right now for 2026 and honestly, the opportunities are pretty interesting if you look past the noise.

So I've been watching Alphabet pretty closely. The whole AI thing isn't slowing down - if anything it's accelerating. Google Cloud is actually growing faster than AWS and Azure at this point, which is wild considering how long those competitors have been around. The new Gemini 3.0 LLM is solid, and here's the thing most people miss: generative AI is actually driving more search traffic, not killing it. That means more ad revenue. Plus the agentic AI angle for Google Cloud could be huge in 2026, and integrating AI agents into Google Workspace should make that productivity suite even stickier. Waymo's autonomous ride-hailing is still early but it's gaining momentum - that's basically free upside that most investors aren't even factoring in yet.

Vertex Pharmaceuticals is another one worth considering if you want to invest right now. Their cystic fibrosis game is evolving - Alyftrek is ramping up nicely, and while it'll cannibalize some older CF product sales, the lower royalty structure actually means better margins. Journavx, their non-opioid pain drug, already has access for over 170 million people and that's still expanding. But the real story might be Povetacicept for IgA nephropathy - that's a chronic kidney disease affecting way more patients than CF, and they're already in the FDA filing process. Could be significant.

Then there's Enbridge if you want something different. Not sexy, I know, but hear me out. That 5.8% dividend yield is real money, and they've increased it for 30 consecutive years. More importantly, they've got roughly $50 billion in growth opportunities through the end of the decade. In a rougher economy, this is the kind of stock that actually holds up - they're the largest natural gas utility in North America. The cash flow is steady regardless of market conditions.

Obviously do your own research, but those are the names I'm looking at for who to invest in right now. What's your take?