2025-12-26 11:26:41

JPMorgan Chase has recently released its core U.S. stock recommendations for 2026, and the results are surprising. The entire crypto industry was completely absent from this list, with leading companies in the crypto sector like Coinbase and MicroStrategy ultimately not making the cut.

What’s even more interesting is the performance of tech stocks. Among the seven giants in the AI field, only Google was favored and made it onto the recommendation list. Tech leaders like NVIDIA, Tesla, and Meta were all excluded. What does this reflect? Is it a shift in institutional investors’ outlook on certain sectors, or a re-evaluation of valuations and growth expectations? Regardless, the release of this list undoubtedly sends a clear signal to the market — the investment logic across different asset classes is changing.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

9 Likes

Reward
9
7
Repost
Share

Comment

0/400

SneakyFlashloan

· 4h ago

How can JPMorgan look down on the crypto circle so much? Completely missing out is really outrageous. Wait, even Nvidia isn't on the list? Now that's the real news. Google challenges the top seven AI companies—JPM really dares to bet. Valuation re-evaluation? Or are institutions collectively shifting? Is there insider information? I don't believe it. Let's wait and see how it unfolds.

View OriginalReply0

BagHolderTillRetire

· 12h ago

Nvidia being excluded? This is the real signal. JPMorgan played its hand perfectly, reversing everyone's expectations. I'm not surprised Coinbase was left out, but even Nvidia, a solid candidate, was kicked out... indicating that institutions are really changing their tone. Only promoting Google, dominating all other AI leaders—this logic is a bit ruthless. The stage for valuation re-evaluation has arrived; we need to watch carefully. It feels like crypto no longer even qualifies for nominations... Is machine learning really not that attractive anymore? Or is it time to deflate the bubble? This list explains the situation better than any analysis report. It seems that 2026 won't be a free ride for all tech stocks. Crypto has been completely sidelined, and now it's clear. Google monopolizing the AI cake—interesting.

View OriginalReply0

HashBandit

· 12h ago

lol jpmorgan really said "crypto? nah, we're good" 🚫 meanwhile back in my mining days we were throwing gpus at everything that moved... now they won't even touch coinbase. classic institutional gatekeeping tbh

Reply0

P2ENotWorking

· 12h ago

JPMorgan's list seems like a smoke screen, is it real or fake? Crypto is collapsing across the board, not even CB made it in, hilarious... Only Google gets in? How disappointed must Huang Renxun be? I never trust these big banks' recommendation lists. If it weren't for that wave at the beginning of the year, I would have forgotten how unreliable they are.

View OriginalReply0

MeltdownSurvivalist

· 12h ago

JPMorgan is at it again, cutting into the retail investors. It's one thing if all crypto gets wiped out, but cutting even Nvidia and Tesla? LOL I really can't understand JPM's tactics. Is Google the only one that can fight back? Copying homework to this extent, is there some hidden reason behind the valuation adjustments? Have institutions really shifted their stance, or are they just gathering strength? Wait, what is this implying? I just want to know how many more percentage points this list will drop after it's released.

View OriginalReply0

SoliditySurvivor

· 12h ago

JPMorgan's list, I find it a bit hard to understand. They removed all crypto, even Nvidia is on the list? Wait, only Google? What's the logic here? Does this mean the AI boom is cooling off? Honestly, I'm a bit panicked. Is this a warning of some sort? Why are Meta and Tesla being excluded? Is JPMorgan trying to stir up trouble? Here we go again, it's the institutions playing psychological warfare.

View OriginalReply0

TerraNeverForget

· 12h ago

JPMorgan's list... essentially denying the entire crypto market. NVIDIA has been kicked out? Who would have thought? It seems institutions are starting to change their approach; not all tech stocks are attractive. Another "unexpected" moment turns into "I knew it all along." Is crypto completely cooling off? Something doesn't feel right.

View OriginalReply0