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A cluster of market commentary pieces argues that some investors are warming back up to growth equities heading into 2026, highlighting specific companies as potential long-term winners despite widespread hesitation about risk and valuation. One article lays out two “high-conviction” growth ideas framed as underappreciated by the broader market. Another predicts three companies could surpass a $2 trillion market capitalization by 2026, pointing to scale and continuing growth as the core thesis. A third piece takes a more speculative angle, flagging two stocks that investors are betting could deliver more than 300% upside—while explicitly framing them as high-risk setups.