As we head into 2026, the usual suspects—space exploration and artificial intelligence—are likely to dominate investor attention once again. But here's the thing worth considering: don't sleep on solar energy plays and the broader China-exposure narrative.

The big names like $NVDA and $SMCI will probably command headlines, as they have been. Meanwhile, $MU is worth watching for semiconductor cyclicals, while $FSLR could benefit if solar adoption accelerates. $BIDU and $URNM offer their own angles on growth and commodities respectively. And of course, $SPY reflects the broader market's mood.

The real question is whether these momentum themes can sustain, or if we're about to see a meaningful rotation. Keep your watchlist sharp.