Buy Hold Sell: 5 stocks from the ASX’s hottest sector of FY26

There's no two ways about it. If you weren't holding materials stocks over the past 12 months, you missed a trick. The sector surged more than 45%, blitzing its nearest competitor (consumer staples up ~11%) and outperforming every other positive sector... combined. The sector was powered by insatiable demand for commodities from the AI infrastructure build-out. Gold, silver, copper, platinum and…