Individual Investors Hold Big Tech Despite Bubble Fears: Nasdaq 100 Tops 2026 Outlook

Individual investors continue to hold and overweight big tech and AI stocks despite fears of overvaluation, according to a February 6, 2026 Investopedia survey. While 40% express concern about the broader market amid drawdowns in NVIDIA, PALANTIR, MICROSOFT, and NETFLIX, geopolitical unrest tops their worries, followed by overvaluations in AI and mega-cap tech. Despite these concerns, the Nasdaq 100 is the top expected performer in 2026, followed by semiconductors, the Magnificent 7, and gold. Bitcoin is near the bottom of the list. Retail trading activity and the fear of missing out keep buying power in stocks, with TESLA, AMZN, and AMD remaining central to many portfolios.