The I/O Fund’s Top 15 Stocks for Q1 2026

The stocks selected for the Q1 report passed stringent tests for technical positioning, competitive advantage, and underlying fundamentals. Before presenting the list, I also revisit the trends driving the AI market—as you’ll see, much has changed in just three months. What you have in your hands is a 61-page report totaling over 24,000 words – nearly a novel. What drove this report is a mind-numbing amount of due diligence on the stocks included in the report, but also those we passed on. Below are the I/O Fund’s Top 15 AI Stocks for Q1 2026 and the trends driving the AI market forward.

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