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SMALL CAP INVESTING
Recorded: Sept. 22, 2025 Duration: 1:10:54Space Recording
Short Summary
In a dynamic discussion, panelists highlighted significant developments in the crypto and tech sectors, including the upcoming merger of GSRT into NKLR, the strategic advantages of Gatekeeper amidst competitor challenges, and the growing trend of physical AI applications across industries.
Full Transcription
Thank you. What is up, everyone?
Whoa.
We got a crowd behind Ben over there.
Welcome in, everyone.
It is Monday, 1 p.m. Eastern, September the 22nd.
Wow.
Already almost through September at this point.
And this small cap show that we do each and every Monday
has got some great momentum on it,
some great speakers, great minds
in the trading and investing space,
especially around all these small cap thematic
sector-driven type of things going on in the market.
And yeah, I'm not gonna take a whole lot of time today.
We do have the full hour,
so we can get some nice market sentiment thoughts here as we are post-bed, post most major data, at least until, you know, obviously the next biggest data print of your life, which seems like is every month these days or every other week.
Either way, here we are. All-time highs, just grinding and grinding at all-time highs. The
Russell is slightly off of the all-time high that it made on Friday for the first time. And
boy, that's been a while. Was it last November? I think we double-topped from that 2021 high,
and we are hanging out right up there on small caps. And the market itself, QQQ, SPY,
both up about 0.4% today, just kind of floating higher into these new all-time highs.
And, you know, the bears keep looking for a reason to sell, and it's just not happening.
So here we are. I'm interested in everyone's market sentiment thoughts.
And as always, let me throw that co-host over at you, Ben.
co-host over at you ben i always know that gives you fits when you join and uh ben i'll let you
I always know that gives you fits when you join.
uh take it away with some market sentiment thoughts as we get kicked off here on this monday afternoon
um sure and if i can ask either you or dougie fresh as we get through the show to pick up the uh
more of the co-host responsibilities i'm gonna i'm in the middle of packing i'm driving out of
town for the holiday tonight so i might be a little bit distracted. But in any case, sentiment-wise, look, I was,
I don't know if expecting is the right word, but I thought there was a high possibility
of a sell-off after FOMC. I thought, you know, we had a nice rally into FOMC, everyone basically universally expecting that 25 basis point cut.
So this rally that we're seeing, especially underneath the hood, underneath indices and growth stocks Thursday, Friday into today, caught me a little bit off guard.
Did not really expect that.
And it's especially annoying seeing that happen with particular growth stocks.
Or you see it in RK, but you're not seeing it in IWM.
And I was more positioned in IWM, in an interest rate sensitive stock.
LDI has been killing me.
You know, I'm benefiting in my long-term account.
But this is the first time in a while I don't miss a lot of short-term opportunities.
And it's been about first time in a while I don't miss a lot of short term opportunities.
And it's been about three days in a row.
I'm just like watching all these growth stocks just explode 10, 20, 30 percent every single day.
It's just insane.
And, you know, like I said, I got my long term account and been shaving some off of
those positions.
But I don't know, man.
Like I said, I was worried about
sell the news after FOMC. We really didn't get it. But I'm worried again, man. I don't know.
Especially seeing Oclo doing what it did on Friday. I mean, this is just the behavior.
Of course, nothing's guaranteed. But I feel like my muscle memory is anytime you start seeing activity like this, it's right before a significant pullback.
And, you know, happens to be a lot of talk about seasonality really since August 1st.
We haven't seen it.
But now the latest thing is, you know, the end of September, middle of September, you know, for a couple of weeks is seasonally bad.
And it happens to coincide pretty nicely with this other saying, sell Rosh Hashanah by Yom Kippur.
Rosh Hashanah's tonight. That's why I'm packing to drive to my parents here.
So maybe, you know, between this, what we're seeing in Aklo and some of our growth names,
and maybe some seasonality here with Rosh Hashanah tonight, you finally get a little bit of a sell-off. But it's frustrating for me because I don't buy, like, I don't chase these parabolic, you know, euphoric breakouts.
I tend to stay away from them.
And I'm missing out while we're seeing everyone celebrate on Fintwit here over the past five days or so.
So, yeah, I don't know.
I'm just very cautious. There's only a couple
names that I feel like I really want to be in in my shorter term account. Of course, there's all
the usual suspects, which I love, you know, small cap names, longer term, like Air, and that's one
of the ones that Mark is also behind. I've, you know, got into also like GKPRF. We'll talk about
those. Those are great. I own them in
my long term. But my whole thing is about the short term account because my long term account,
I can't touch that money till I retire. So that doesn't really help me. It'll help me in 10 years,
have a nice retirement. But right now I'm trying to get cash flow for the short term and trying to
time these short term market moves. And yeah, for the first time, you know, last three or four days,
really kind of misjudged what the market would do after FOMC. And I'm still, I'm nervous.
Something doesn't feel right, man. Look at this Oclo move. Like we got to have a sell-off. That's
how I feel. I don't know. I could be wrong, but that's my sentiment. And I'm kind of defensively
positioned right now in terms of not in a lot of swings
the swings i'm in i consider to consider them to be very safe uh with fundamental floors like
like gsrt uh pre uh pre the vote october 7th you know pretty solid floor at ten dollars or so
um anyway yeah curious to see what other people think
Anyway, yeah, curious to see what other people think.
That's been very interesting.
And like you kind of mentioned the old Wall Street adage,
sell Rosh Hashanah and buy Yom Kippur.
It kind of goes with the late September seasonality stuff as well.
But, you know, it's one of those like the boy who cried wolf,
like the sellers or the bears have, you know, different, you know, it's one of those like the boy who cried wolf, like the sellers or the bears have, you know, different, you know, well, it's going to be this.
Well, this event's coming up and then this event.
And so far, it's just the market keeps driving them all off.
So I'm kind of with you.
And on the all-time highs thing, yeah, I share your frustration, Ben.
The way I trade, especially, you know, more futures than anything, but the way I trade is
not conducive to just new all-time high every other day. So I just have to pull back and not
do much of anything and watch that long-term portfolio just continue to climb and try to
smile about that. But it does get tough to sit on hands a little bit there. And let's keep the
sentiment thoughts going here a little bit. Let's go over
to MoneyMark. And MoneyMark, you heard Ben there. I threw in some of my commentary a little bit
around it too. But here we are, all-time highs and nothing seeming to slow down. But we are having
We are having just a lot of high flyers, some weird market activity.
just a lot of high flyers, some weird market activity. I'm curious your thoughts.
I'm curious your thoughts.
Yeah, I mean, I don't think of it as weird market activity.
My concern is for investors that end up with a polarized view as opposed to a balanced view.
You've got the to the mooners.
to the mooners went broke in 2000 and 2001 because, you know, it seemed like it was to
the moon and it got about halfway there and then crashed to earth like Icarus.
But at the same token, on the other side of the fence, you've got the, like the purist,
the valuation purist.
And I'm kind of a valuation purist, but I've been around long enough to know that you can have a stock that reaches its full fair value and keeps going higher.
And you can get in trouble with that, right?
Like if you get Oracle, for example, right?
It had achieved a full fair valuation.
And if somebody decided to sell 100% of their Oracle holdings or worse yet, short Oracle stock, they got destroyed when the news broke that sent the stock up 40% in a day.
So you need to keep in mind that we are in both an environment where valuations are very full. I don't think they're in bubble territory at all.
There's people out there, pundits out there saying it's a bubble.
It's not a bubble.
We are seeing bubbles bubbling up in certain areas.
What happened with Oracle was a bubble.
And it's been deflating.
But we are not in a bubble. We're at a full valuation environment. And what people need to remember, and here's where I land the plane, there's a difference between valuation and how we get there. over and over. Get this through your heads. Liquidity is the most underrated force in the
market. And when you have an administration like ours, whether you like it or don't, I take a
neutral stance, right? I'm here to make money. This administration wants liquidity. This
administration wants lower interest rates. This administration wants the stable coin, right?
That stable coin could unleash a tsunami of liquidity that could push the bubble that I
think is feasible. I think it's possible. This is the first time since 1999 that I think a bubble is possible in the market. So don't, you know, don't presume to predict whether the market's about to crash or take off. Instead, like we say every week, focus on the great stocks, the individual stocks where we can make money regardless, because there's still a ton of names out there that haven't taken off fully. You know, we've made, we've had many, many
multi-baggers since this show started. We're going to have many, many more in the future.
You don't have to buy an ETF on the S&P 500. You know, to the contrary, we'll make a lot
more money picking individual stocks. That's really what it comes down to. I like that comparison just to clarify. So, you know, people love using the bubble term,
right? And full valuation versus bubble. And you're saying here like, hey, we're at full valuation. Like the bubble is, the bubble there's, I mean, I keep, I almost want to ingest, ask
people, is this bubble in the room with you?
And I understand, I hear some of the complaints or the thought process there, but I kind of
like your take on it right there.
It's like, okay, we're just at full valuation.
And, you know,
in your experience, we could stay at this full valuation for an extended period of time, correct?
That's exactly right. I mean, you know, look, there are times when stocks are undervalued.
Why can't stocks get overvalued sometimes? You know, it's just what you just have to realize
is that the more overvalued they become, the greater the consequences are when inevitably something happens,
you know, like a recession or something normal.
It's nothing, nothing has to, you know,
aliens don't have to come from Mars and start blowing up the earth for the
market to correct.
So that's where you have to be careful of a bubble.
But right now there's just too much liquidity to worry about the stock market
crashing. Let's just pick good stocks and make money.
Boom. Love that. We'll come back around and get a little bit more granular here shortly.
Godfather, let me bring you into the conversation next and get some of your market sentiment thoughts.
Yeah, I'll try to tie together a couple of comments made by my distinguished colleagues that have come before me today.
Yeah, look, it is another one of these markets where it's all about momentum.
And, you know, we did see in the last week again, you know, new highs for the S&P, new highs for the Russell, new highs for the NASDAQ 100, new highs for the Dow.
You know, the NASDAQ 100, new highs for the Dow.
And it is, as, you know, Moneymark aptly points out, driven by easing financial conditions.
You're also seeing some, you know, some tempering in the geopolitical climate, at least for now.
You know, there's sort of fading focus on tariffs.
You can see that just by Google Trends and other things.
And then, of course,
the biggest theme in the market continues to rock, and that's AI. And I know that this has gone on for a long time. And, you know, there's, I guess, cue the naysayers again, right? You know,
we've gone through this over and over again in terms of noise in the market. And some of these arguments will come to bear.
Return on invested capital ultimately has to be proved over the long term, and guys are pointing out again today with the biggest news in the market, of course, being this NVIDIA 100 billion per gigawatt that's deployed into OpenAI and millions and millions of NVIDIA chips.
All of these things have an element of truth to them.
But in the meantime, this is what is driving the market.
There's just no two ways about it.
And I said yesterday or last week on the show when I was talking about the pick that I put forward, you have to, especially when you're investing in small caps, be conscious of whether there's a tailwind at your back or a headwind.
And if you can buy a small cap stock that's a second derivative play,
or even if you're lucky enough to be in the mainstream of one of these massive themes,
you're going to get some sponsorship in the market.
You're going to get some interest.
And if you're not, you're going to get orphaned.
And you look at the Russell
move and underneath that move, it's the small cap tech that's really moved. In fact, we've seen,
you know, small cap tech up 16% here over the last 11 days. This is the biggest, you know,
11 day run that we've seen in like 20 years. So, and, you know, what are the segments that are moving?
And again, it's, it's things like, you know, I don't know if you guys listened to Jensen today,
but, you know, he was talking about how every device, every product is going to have an AI
overlay to it. And that is increasingly physical AI. AI, you know, moves itself into the world
with every piece of product.
And so what do you need to make products intelligent?
Well, you need a sensor, something to capture information, and then you need a chip and a processor at the edge
that's going to process this stuff virtually in real time.
And that takes algorithms.
It takes physical AI accelerators. It takes a combined hardware and software stack. So look, that's what's performing in this market. It's going to go on until it doesn't. I know that sounds passe, but that's the reality of it. And, you know, I say that as another way to reflect what Money
Mark was saying. You know, you can, again, you know, wax poetic or perhaps sound intelligent
in the days when, you know, AI sells off and you put forth one of these themes. But the reality is,
you know, this thing is chugging along stronger than ever at the moment. So either get on
the train, play it for what it is, or, you know, be one of those guys that stands on the sidelines
and, you know, waits for the sky to fall. This week, in fact, the next two weeks are seasonally
the weakest period in the market. Clearly, so far,
the market has defied any of this sort of seasonal weakness. I will point out, though, that it's
really a light week, both in terms of economics and earnings. Along with that comes blackout
windows, it comes quiet periods, it comes, you know, limited catalysts, you know, on tap in
general. And this is an environment or creates an environment that's right for big swings. You can
get big swings in quiet action. Quiet action always coincides with the Jewish holidays,
because they are big market players. And, you know, Ben pointed that out. So I think we want to be conscious of all of those things.
And if you've got, you know, big market moves against you,
you know, don't overreact.
It's probably just this period.
Or if you're seeing things that seem really out of step with,
you know, recent trends, you know,
perhaps there's a great opportunity here.
So just be nimble during this two-week period.
We need to get through this.
The next big data point on tap is the non-farm payroll on October 3rd.
You know, you look at this week, there's really,
we've got to look into the consumer on Thursday afternoon.
We've got to look into AI.
That's with Costco.
We've got to look into AI with Micron on the memory side which is Tuesday
morning we got Jbill that's before market on Thursday Accenture is now an AI name that's
you know before market on Thursday as well and then you know the smaller cap side Stitch Fix
which is really you know curated retail which is essentially AI comes to retail,
which has been up 60% since the end of June. So again, here's a good example of a theme where
AI is transforming a business and these guys are positioned to be there. The name that reports
today, that's of interest to me only so much as that I'm looking at a number of names in this space.
And the space is space or new tech defense, if you will.
And that's Fly, F-L-Y.
This is an IPO that came out on August 7th.
I'm looking at names like Carmen, etc. That's sort of the public
company equivalents to the Androils of the world. There's fewer and fewer places to play names like
that. But trickled down the market cap curve into names that are actually providing components
into the component providers to names like Android, et cetera,
and the primes in defense is what I'm going to talk about this week.
You know, this gets right to what I'm talking about.
These are companies that have tremendous tailwinds because they are riding this big wave,
a wave towards new defense technology, a wave towards AI empowering everything.
So this is really the theme.
It's where the performance has been in the market,
and it's for a reason,
and I think that's where you need to focus your investments.
That's it.
Thank you, Fresh.
Let's have you jump in and give some market sentiment thoughts uh i know you
big on the technical side of things uh overextended can say overextended i know you'll
tell anybody that and i'm curious what your thoughts are well our iwm since we're doing
our small cap show it looks pretty good it had just hit the all-time highs there on friday got
up there and pulled back a little bit it's sitting on your trend line right there at that 243.
It looks like it's crawling up once to go up right now.
Spy is obviously up today and looking pretty good to try to get into the top.
So, I mean, these things just keep running up.
And you guys were talking about the bubble.
I look at it more like it's a punching bag balloon,
and it's just getting started to get blown up, guys.
It's just getting fired up here.
So, yeah, I don't think anything correction is going to happen, any big correction is going to happen.
I think more or less you're just seeing healthy pullbacks happen.
And obviously, as Ben had mentioned, Rosh Hashanah, today's the first day of autumn as well.
And you do tend to see things get a little slow
on Rosh Hashanah, as you guys had mentioned, uh, kind of a little pullback there. So keep an eye
out for it, but it doesn't look like it really wants to happen to be completely honest, which
looking at these charts, they just are slowly going up and they're in territories. Yeah, it's,
it's up there. They're in the top, the spy and everything. But when they do pull
back, it makes a ton of room on the charts and they barely come down. It's like they've figured
out the master plan in this administration somehow to get these things rolling. And I guess you have
a good formula with AI because it just can't be slowed down. Every single time the market looks
like it wants to pull back. Something amazing
happens with AI or some kind of company. And then boom, it just like catapults the market forward
again. And you're like, well, I guess it's not pulling back right there. And like you guys were
saying, yeah, just ride the wave because it's not pulling back in our pullbacks. It's not,
we're not having any big corrections right now. Our pullbacks are healthy and they're great opportunities because they jump right up.
And individual stocks have been flying lately, guys.
I mean, 100 percenters, 30 percenters, 50s.
It's insane right now.
So, yeah, you can definitely take great opportunity of the market.
There's a lot of opportunities.
Let's put it that way.
Every single day, you just have to know and kind of pivot around to what to look for. And it is, it's like kind of sector set up one day,
and then the market gets driven up by a little bit of AI news and everything starts rolling.
Then you can start to see the certain pullbacks and just watch for these things to roll off that
MACD. I was always one that watched them crawl through the MACD, and that's what really got them rolling before, and you're talking a couple years ago.
Now the market's kind of shifted a little bit with the charts, and when you see them coming back down to the MACD to get ready to roll off, that's where you see them start flying up.
And when they get into the top, they're running.
So the charts have kind of gone back to like a normal charting and they were
thrown off for years, guys. And I used to point it out on my show a while ago. And yeah, now you can
kind of see exactly what's going on. And I think it's making it easier for people with the technicals
to be able to see exactly what's happening. Before it was really crazy. You couldn't really tell.
And you had to really be in the zone of the chart.
Now, it's kind of easy.
You can tell exactly what's going on every day on that night.
I just put the most perfect setups.
You can easily see what's getting set up, what's about to run, what's running now, and what's popping.
So, I think it's actually a great time in the market.
it's actually a great time in the market and yeah we're going to see pullbacks here but there are
And, yeah, we're going to see pullbacks here.
opportunities to take advantage of especially when you see like the mag 7 all pull back real quick
look at it as a quick pop-up because look what happened apple popped up and the video just
popped up all you have to do is look at the uh charts if they're on them trend lines and they
get rocking and obviously crypto took a big dip and it looks like a dip and rip situation, guys.
So that's what it looks like. I'm watching it today. It was pulling back there yesterday,
took a nice dip overnight and it still doesn't look bad. So I kind of feel like things are going
to get bumped up there. We did see the rate cut last week and I think we'll see some more going
forward. So that's what the
market looks like to me and yeah it doesn't look bad any kind of dips i would say take advantage
of them opportunities because you know it just keeps popping back up hey hey hey dougie fresh
the price action this crazy price action doesn't worry about a short-term drop especially looking at like a stock like oslo um i don't know i i've
seen this many times before and again i don't have it documented but i have pretty good memory of
you know when everyone's celebrating on the same twin and you see you know stocks like oslo go up
80 percent in a week uh it very often proceeds um you know like 20 30 drawdown in those growth names
um i don't know i'm very concerned about that i haven't heard anyone is very concerned about that
yet so just one of your thoughts on that yeah no i uh and yeah you we're going to see them pull
backs but overall the market just keeps popping up so as long as you can pivot around you're going to see them pullbacks, but overall, the market just keeps popping up. So as long as you can pivot around, you're going to constantly find a winning opportunity no matter where you're going.
And yet, will we have a pullback?
We'll see because the spy is getting up there in the top again.
Every time it gets up there, and I'll tell you exactly what day it was back here, what, July 31st?
It had, like, jumped up and pulled back a little bit every
time it jumps up and then like you're august 29th it's right at the end of the month it seems like
they jump up and have a little pullback and then all of a sudden they just set up for their next
leg and if i look at the chart i would say it completely looks bullish going forward i don't
see a big correction but i do see what you're saying, Ben. Yeah,
you're going to have pullbacks. And when you get like a run up there on certain sectors and
certain stocks, obviously take your profits and just switch them over to the next sector that's
about to get set up and, and they'll run up and especially like the penny stocks,
they've been pretty easy. And you know, I, I love the smaller, small caps, the pennies and things like that and been playing a bunch of them lately. And they just been pretty easy and you know i i love the smaller small caps the pennies and things
like that and been playing a bunch of them lately and they've just been setting up perfectly i mean
you can easily see these guys set up and yeah you don't have every single one running at one time
which is perfect too because it gives you that time to be able to pivot around and and find what
you have to uh look for i'm the type of person that only likes
to trade like one or two at a time, have one or two longs, and I'm pretty good because they move
so fast generally. So I'm fine with that. But if I seem to buy like four or five of them,
they'll all pop at the same time and I'll just like lose my mind and not be able to make the
right decision. So I've learned that with my brain, I just have to, and again, everybody's different how they trade. And I love the live
trading with Ben. We do it on the discord at, in the afternoon at three o'clock. It's awesome.
Ben, Ben's a wild over there. I love him because it's so much fun. It's how I used to be Ben
before I suffered a brain injury. And I've realized I have to cater to my, uh,
and that's why I tell people all the time, you've got to figure out what works for you and your,
you know, your system, your schedule and everything in the way that your body works.
Not everybody can trade the exact same way. I wish I could trade like you still, it would be great,
but I have to focus on one or two, catch them setups, and I'm really good to go. And you could see I was doing it on the trading in this past two weeks.
I've been nailing them and hitting the tops.
I started using minute charts, too, which I never used before.
And these things are awesome.
So I don't know.
I see things differently sometimes.
But I do see it pulling back here.
And, again, just pivot.
I think if we pivot around, Ben, I think we're going to be fine.
And we'll see a little pull back little drawbacks here i think they're just great opportunities when they hit the bottoms they pop right back up so if i may uh respond to that and
agree with you somewhere i do think if there's going to be a big drawback a big drawdown it's
not going to be market wide you know with like 99 percent breadth to the down
yeah no that's exactly what i see i think it's just going to be certain things are going to
pull back because they just got overextended and uh you know they're just making room on the chart
we saw it about a month ago they kind of pulled back a little bit and kept running up here so
i would say can you hear me now
yeah i can hear you're good oh sorry i had a phone call so yeah i think you're gonna see that
rotation right and i i would just say look i could be wrong but you know i'm i'm not gonna
be chasing these parabolic movers even in something like air all right ahr which i love
i have a long-term account and i saw all these technical traders and everyone on X being, oh my gosh, it's going to explode. It's going to go above 30 or whatever. Hey, they were right. Okay, fine. I'm not going to chase that. I own it on my long-term account.
We'll talk about them on the other side here.
But I just think it's really dangerous.
And when I see price action like this, like I said, my experience has been you could be hit with a big drawdown out of nowhere.
So, yeah, I'm staying cautious.
I can't.
I just can't.
I can't chase these things right now.
So that's my thoughts.
Yeah, no, and I'm not trying to chase any of them up there.
I'm looking at air right now and i wouldn't
have thought it would have popped up today to be completely honest with you after friday a little
bit of pullback but yeah it ran up it's over seven percent right now i don't chase any of them i just
watch these setups that are coming and curling up and getting ready and they do that i'm usually a
little bit early which is perfectly fine because they run up so significantly. And I've realized I
have to stick to what I'm really good at. And that's what I'm really good at. I could just
always see these setups ahead of time and then just time them out. That's why I always have
these crazy watch lists and constantly making crazy notes because it's like, all right, you
got to kind of time them out to where you know where you're about three days out and they can
get really some momentum and running. And, uh, uh but yeah i think just pivoting around like that is where you're going to be at for the next
month or so but there will be great opportunities and then when these when certain ones pull back
i think that's when you start to look at them at the bottom i'm not chasing any either but i'm 100
with you and i do see a lot of people jumping in these things at the top. And I think it's playing with fire because I say it all the time on my shows.
I don't like to catch anything at the top.
Once they get in the top, I like to be selling them.
I like the ones at the bottom, but there's a lot of great setup opportunities right now at the bottom where they're running up.
And like Friday, you had the Quantum ones cruising along.
They were kind of set up up ready to rock and roll.
And if you can catch that timing right, your your money in the bank, because they were running up big time on Friday.
They're still kind of holding themselves up.
But, yeah, that's that's what I see.
I just don't think we see a whole market correction is what I should have said.
should have said. So thanks for clearing that up. All right. Well, that's a good introduction
So thanks for clearing that up.
to the space there with a lot of great market sentiment thoughts from the whole panel.
Let's bring it in a little bit more granular and talk about some, maybe some picks or some
sectors and thematics that you guys are looking at. And Ben, we'll just let you go ahead and
kick us off here. Yeah, that'd be great. And then maybe we'll just let you go ahead and kick us off here.
Yeah, that would be great.
And then maybe I'll take off so I can pack.
All right.
So first of all, I've talked about this before.
I think maybe last week we talked about the GSRT rights, GSRTR.
Since then, I've added to GSRT.
So I don't know.
This is the type of thing I'd rather be in instead of chasing
and playing the technicals of SMR and Oclo and CCJ and UR, which is great.
I have a couple of those in my long-term account.
But GSRT, I'm getting in here, planted my seeds for the next one.
GSRT is an SMR, meaning small modular nuclear reactor, micro nuclear reactor, SPAC.
meaning small modular nuclear reactor, micro nuclear reactor, SPAC.
The vote date has been set for October 7th, either on October 8th or 9th,
probably on October 9th, it'll change ticker symbol nuclear NKLR.
I have a big position in this.
I just see, you know, this is the type of thing I like.
I see Oclo explode.
My instinct is to go into GSRT, which has very limited downside between now and the vote date.
Maybe what's what's where can it go? $10.30? It's $10.60. But even before the merger completes,
there's a potential this thing runs to $12, $13, $14 on the on the sector move that's happening,
the nuclear names right now. So actually, I think GSRT is my biggest position. You know, I chose the rights. GSRTR is
one of the two picks of the stock picking show this afternoon, which I think I lost because of
LDI. I think that was my other one. But in any case, that's another way to play it. GSRTR, $8.80.
It's on average going up $0.07 a day as that ARB play continues to play itself out.
It'll probably peak at around $9.80 or so, another dollar or so by October 6th. It's free money,
in my opinion. That's my cash position, basically. I put my cash position in GSRTR right now,
and then I added a trade position in GSRT because of that crazy move
we saw on OCLO Friday again, combined with the vote coming up. And by the way, increasing options
activity, unusual options activity calls people are buying on GSRT starting on Friday. So put it
together, I have, I think, over a 40% position in my trade account between the GSRT and the GSRT rights.
So that's the type of thing I like to be in.
And it's not like tremendously working for me now as we watch all the momentum and technical traders make a ton of money on Oclo and SMR and CCJ.
But, you know, that's how I like to do things. And then the other one that's just been killing me, which is LDI, played this perfectly into FOMC. This
is the company that benefits from refinancing and mortgages. Citron brought this up initially
to our attention, and the godfather gave it his blessing. And the refi part really spoke
to me with lower interest rates. And I didn't give up on it. It hit my $5 target, and I sold up there at $5 as we got the FOMC decision.
But then I bought back too soon, and I kept buying in size,
and I'm getting killed on LTI right now.
That's my second largest position.
It's got a bottom out here soon.
I don't know.
We got the 20 DMA here at $3.20.
But I'm going to continue sticking with this one even though it hurts
So those are two I'll throw in one more someone in a discord just mentioned starting to get a pop we talked about this one before
they did a
Sponsored interview with us before no longer sponsor anything, but T1 X right. That's the one that does the tongue coin
But TONX, right, that's the one that does the TUN coin from Telegram, finally popping.
The NAV is over $12.
I think it's like $12.90, and it's $7 now.
I'm finally getting a little bit of a move today, but I haven't given up on this one either.
I think between these three, that's probably 70% to 80% of my account right now.
My trading account is between GSRT, LDI, and T1X right now.
So you know what?
That's what I'm going to tell you.
That's, I guess, where my conviction is.
My top three plays, and there they are.
That's where I am right now.
And you can see, again, the other aspect of T1X, I just have this aversion to playing these momentum names.
And T1X has that potential upside as a DATS that can get explosive, but it also has that safety, I think, in terms of the fundamental valuation with the NAV being at $12, $13.
So I'm like, that's how I like to play it.
We have all these other growth names and stats exploding.
T1X, maybe it'll have its turn with a nav $5 higher than here.
So, yeah, I'm in a little bit of a pissy mood, to be honest with you,
the last three days because I've seen FinTwit making bank the last few days,
and I've been kind of flat.
But we're going to get it.
It's going to work out for us doing it the way we're doing,
managing a risk much better.
GSRT, LDI, TONX.
From a thematic, are you still pretty bullish?
I guess, relatively speaking, like like LDI for your loans, maybe.
Just curious your thoughts on that.
Was it priced in or are you reconsidering it a little bit or are you saying, hey, where
we at?
One concern about LDI, the dot plot, I guess, came in a lower than expectations in terms of rate cuts in
2026.
But the thing that doesn't square with me there, if, if, if people were like, oh my
God, the interest rates were a disappointment, then why have we seen growth stocks absolutely
exploding since FOMC?
So it's dependent on that and say, oh, now the market expects fewer interest rate cuts
because of how the dot plot came out. And that's why LDI is going down. When I see growth stocks and RK breaking out the way it is,
I've got to believe that's also interest rate related. So I'm a little worried about that.
But right now, I'm just assuming it's just a pullback after a big move, right? We basically
doubled, over doubled in a week or 10 days before
FOMC. We had a nice amount of money. I gave it all back now. But at this point, I'm just thinking
it's a standard routine correction, a pullback. The RSI has to reset. Maybe it's going to find
support at the 20 DMA. But it's been a little frustrating to see continuation in other risk
asset, interest rate sensitive names you know sectors uh but then
seeing this one pull back really kind of surprised me but uh so far you know i haven't given up on it
the one interesting thing around that with the rate the rate cuts and the uh in like lending
how that all falls down and trickles down the the one thing that is kind of bothering me, Ben, to kind of to your
point here is the amount of maybe uncertainty, I guess, or dispersion among that dot plot in the
Fed. I mean, obviously, we know Moran or Miran or however you pronounce his name was the one
voting for 50 and that he was the dots way out there. But there was somebody on the other side that basically said we should be
where we're at or higher currently.
And it seems like, you know,
we all know markets hate uncertainty, right?
They're not able to price in uncertainty near as much.
And when I look at that,
that's just kind of the one caveat
that makes me a little bit uneasy
on this like rate cut lending type of play but but everything else
is still lines up and to your point there yeah big run up into it did you have any thoughts on
that before i move along on just kind of the the fed being kind of spread out among i mean they're
looking at i mean i i honestly i don't look at the vote breakdown or the different opinions. I'm just looking at the net, you know, decision and what Jerome Powell is saying.
To be honest with you, it's not something I've tracked.
And I'm not sure how what you just described compares to previous meetings.
But I look at RK.
And to me, that's in this pseudo index, the ETF that represented growth stocks,
which is on the same theme.
It's interest rate sensitive stocks.
And to me, it's that price action is the market is telling you they think more rates are coming.
Basically, they're telling you they weren't disappointed with the thought plot.
That's how I read that.
I'm looking at this breakout and growth names in RK, and the market's telling you they were not
disappointed with that. It's not a concern. And that's why I'm holding my LDI tight.
Look, if I might, you know, LDI and UWMC and the other peers in this group, they're trading with mortgage rates. Okay, mortgage rates
went down a lot ahead of the Fed. It's not uncommon for mortgage rates to get ahead of
the Fed in the same way that the Fed fund futures often gets ahead of expectations on the cadence of
Fed rate cuts. And that's exactly what happened. So we had this brief dip below 4% on the 10-year.
Mortgage rates went down a lot ahead of the Fed, and then they backed up a little bit.
And you've seen the fast money that went into all of these names right ahead of the Fed unwind.
But to your point, we are seeing this momentum train continue in growth stocks in the market,
partly because we're in a rate cutting cycle, guys. It's a cycle. So, you know, where are
mortgage rates going to be, you know, six months from now? And I know that this is, you know,
it doesn't help guys that have a really short time horizon and are underwater. But,
you know, the other thing to think about is the Trump administration is
focused on housing affordability. And, you know, I mentioned this last week, I'll mention it again,
there are other things, yield curve control, there are, you know, lifting caps on MBS buying,
you know, there's guarantee increases through Ginnie Mae and other government agencies.
There's all kinds of things that could push originations and refi activity for these names.
So it's a theme. It's a building theme.
There are going to be, you know, sort of medium term, you know, weakness in these themes from time to time.
But I really think if you have any sort of an investment horizon around this, you take
advantage of weakness like this.
I am firmly in the camp that we will see the 10-year break below 4% in a meaningful way
before year end.
I appreciate that not everyone is in that camp.
But I say that, again, as a guy that's consistently been saying that the market is ahead of the
Fed in terms of the cadence of rate cuts.
So take that for what it's worth.
Beautiful.
I appreciate that.
Continued commentary there godfather let's go over to money mark and
then we'll swing back to godfather for some of the individual type of picks and thematic stuff
money mark what are you looking at in this market right now yeah so as promised so look i'm a very
disciplined individual i haven't uh my official portfolio hasn't had a losing pick since May of last year.
So it's been 16, almost 17 months without a losing pick in my official portfolio.
But that being said, I am very picky and people want more ideas.
What I agreed to do for my audience on my Friday YouTube show was to share as many picks in my portfolio as time would allow, whether they are official, unofficial, or non-official.
And so I did that.
And the show was very well received.
So let me give you some quick highlights.
Let me give you some quick highlights. I'll just give you some ticker symbols. Of course,
I'll just give you some ticker symbols.
my official portfolio, some of my largest positions include GEODF. If you like gold,
I would like GEODF better. TPCS. If you like defense, I like TPCS in the defense space.
AI, Amplitude, AMPL. And then the big kahuna, my number one AI name right
now, Gatekeeper, GKPRF. That company got some good news in the form of competitor bad news.
It was an audit report in my city of Miami that showed that there was a competitor that came in, won the deal
by offering the hardware for free in exchange for 70% of all the revenue that would come in the
future from stop arm violations. Buses stop. You're not supposed to pass it. The AI is now
issuing tickets. Well, there's a problem with the free solution.
It doesn't really work right.
And so they have actually put a halt to that program.
They're reevaluating it.
That could be directly positive for Gatekeeper in terms of them pivoting to Gatekeeper's solution. But more importantly, what we're finding is that multiple cities have complained about that solution, the free solution.
And Gatekeeper's been winning half the deals, even though they're not free, because the city gets to keep the revenue that they generate.
So a lot of cities didn't want to give away the future revenue, which is smart, because there is a high ROI on this stuff.
And the company that was giving away the free equipment
has been financed by private equity, companies that expect a return on their investment. Well,
guess what? You don't get a return on investment if the city decides to stop the program.
So that company's in big trouble. If they can't fix the problems quickly, they could end up going bankrupt. In the meantime, I suspect that the deal flow is being frozen at the exact wrong time for them because we are currently in a two-year cycle where there are mandates, mandates, federal mandates requiring buses and trains to have this equipment put on them.
to have this equipment put on them. And right now, Gatekeeper is gaining significant market
share that it looks like they're winning at least half of the deals on the trains.
I've talked about in the past on this show, so I won't reiterate, but that was new news. That's
great news for them because that's one competitor that's just broke its leg and won't be able to
compete in the near term. So other names that I brought up,
I'll only focus on one. There was AZ. We'll talk about them in the future. It's going to change
how you do business in grocery stores. You're going to go in and your cart is going to have
basically an AI device on it. You're going to be able to log in. It'll tell you where your favorite things are. You'll be able to use a scanner right on the device. At some point,
you'll be able to just walk out of the store, et cetera. So that's one that I've been looking at.
There's CuriosityStream, C-U-R-I, that's been brokering all of the video content
deals that are going on between the content holders and the hyperscalers. You've got SNES,
which Ben brought to bear here. The more information I get on this name, and let's make
no mistake, I still consider it speculative, but the news coming in from that company,
every new piece of information is positive and brings them closer
to the day where I consider them non-speculative. And then the name that I'm going to tell you about
is Tegen. T-E-G-E-N is the ticker symbol. I've been looking at this one for a while.
None of these are official picks, by the way, but TGEN has sparked my interest in particular over the past week. They put out a SEC document featuring frequently asked questions, providing some
elucidation on the relationship they have with Vertiv, VRT, which helped to spark the stock a
while back, and the demand for chillers in the AI data centers. Now, this is
something relatively new, right? One thing I want investors to remember and realize is that Blackwell,
the new NVIDIA Blackwell chips, is completely changing how data centers get built because
these are fundamentally different chips.
They're architected different. They give off more heat. They require more cooling power in these
data centers. So it is changing the dynamics and most importantly, adding new winners. You see
AEHR taking off recently. Why didn't they take off when OpenAI blew up a couple years ago? Why didn't
they take off when NVIDIA took off two years ago? It's because it took until now, now that Blackwell
is having such a major impact on the space that you see that positive impact on a company like
AER and a company like TGEN that provides natural gas chillers into the marketplace.
Now, the industry for chillers, as you can imagine, every data center needs to be cooled,
right?
But most of them use electric chillers.
Most of them use chillers from big name companies, all right?
Techagen is neither.
They're naturally gas-based.
They're not a big company. That's a major disadvantage. Well, at least it was to this point because people would
just go with the electric. But now because the cooling needs are so high, you're seeing an
increased movement for the data centers that have easy access to cheaper natural gas being open to using a solution from a company
like Techagen. Okay. So there is a slice of the multi-billion dollar chiller market that is going
to accrue to Techagen because of their proprietary technology. And the question is really how much?
Well, Vertiv, BRT, is their partner and Vertiv has been winning about 25% of those deals out there. So when I do the math on how many of those deals they should be brought into, how much they can win, all of a sudden, given what I got for that SEC information, the estimates that I have for Techagen's potential has risen pretty significantly.
All right. And I guess I wasn't the only one to deduce this because when I went onto my show on
Friday at 2 p.m., the stock was already up and it creeped up over a course of about 48 hours leading up to that
my 2 p.m. show and and it just started a hockey stick you know within about an hour or so before
my show which is not common of my names you know I keep a tight lid on things and I like my stocks
to not move before I talk about them to the general public and and yet we saw that happening
and it was clear to me because the the SEC information had come out and people just needed a chance to digest it and do
some math. So I would defer to Dougie Fresh in terms of how to proceed from here. I would say
that this is still a very attractive opportunity, not one that I am putting on any of my official lists as of yet, because I'm still doing research and I am picky, picky, picky. But I got to tell you that the more
research I do on this one, the more interesting it becomes. So there you go.
Oh, great rundown money, Mark. Appreciate that. If anybody has any questions or follow-ups,
feel free to jump in, of course. And in the meantime, let's go over to The Godfather.
Mobilicom, OUST, BZAI.
Last week, we talked about EmTech, M-T-E-K.
We talked about how their products are going into products that are produced by One Stop Systems, OSS, or LightPath, LPTH.
What do all these companies have in common? Well, they're providing the picks and shovels for
physical AI. And I know that I'm being, you know, a bit of a broken record on this physical AI thing,
but this is a theme that goes all the way up to, you know, high-tech defense. This is, if you break it down effectively,
Andrew's business.
This is, if you break it down effectively,
Palantir's business.
It's enabling a new world of warfare,
but it's also enabling a new world of information
and intelligence gathering that goes beyond things like surveillance.
We're talking about applications in, you know, customer traffic flows in malls, for example.
You know, operating traffic cameras, you know, anything that requires sort of, you know, smart infrastructure.
And, you know, these names have all performed fantastically.
And pull up a chart of OUST.
This basically, you know, tells the story.
And these guys are in key verticals.
There's, of course, you know, what people think about right away when you talk about
autonomous and LiDAR and all the rest of it, they think about EDAS or, you know, autonomous driving assistance.
They think about robotics.
But, you know, it goes beyond the robots that are on the stage with Jensen at the NVIDIA events. We're talking about manufacturing and infrastructure automation.
And all of these things require input sensors of some kind.
That's what OUST does.
It's more traditional LiDAR.
It's using laser pulses to create 3D representations of things.
It's using infrared and ultraviolet spectrums. But there are other companies providing other type sensors, and these are getting,
you know, added or backed up by edge compute devices, which is, you know, OSS provides
and, you know, ruggedized edge compute devices. Stock has been on a tear.
Light path, what do they do?
Well, you know, they're providing infrared capabilities.
Yes, there's a rare earth element to the story.
But again, this is enabling, you know, new world defense technology.
In this last week, one of the subscribers came to be on our Discord board and said, hey, what's going on with our old favorite, Arby, A-R-B-E, Arby Robotics?
And we traded this very successfully in our community around the end of the year
when all of these theme rally names, and Arby is a big part of this sort of automation and lidar
theme but these guys are on the radar side of things and again this is using the traditional
high frequency radio waves which have high penetration they have long range you need radar
if you have a drone and you're trying to operate in fog and clouds and smog, you need radar.
You need high-frequency radio waves to calculate velocity to see how fast things are moving.
So, you know, why is RB moving?
Well, you know, I scanned all the press releases, and, you know, there isn't much really, you know, to grab hold of here.
really, you know, to grab hold of here. You know, they've, they, for the longest time,
disappointed the market because they had teased that they had signed a tier one OEM. And, you
know, they say they have, but they haven't given details of who that is. So there's some skepticism
around it. But this name is now moving with this group, I figured out. And that's because the market
has started to understand the physical AI theme. Yes, I know some of the names have been real laggards.
BZAI has been a real disappointment.
And again, I think there's some market credibility issues there, which I don't think are justified, by the way.
But there's definitely some lacking on the investor relations side to clear those things up.
That's been frustrating.
But on the whole, this group has been moving.
And there are a number of these small cap names.
We talked about EmTech.
Those warrants attached to the EmTech story are up 165%
since we talked about it just last week.
There's incredible money to be made.
Arby has tremendous potential
because they are leading in terms of
4D imaging radar. And again, there are applications not just in autonomous driving,
there are applications in drones, there are applications in surveillance, you name it.
applications in surveillance, you name it. So this is the theme I wanted to talk about.
There's a ton of names here. OUST has been a tremendous winner. We started talking about this
name at $12. It's banging the door on new all-time highs here at $34. It's still relatively cheap.
And again, it's got this tailwind of momentum behind it that goes all the way back to AI.
Everything is becoming pushed into the physical world.
And you need companies that are enabling that, whether they're providing, like EmTech does, some of the actual AI hardware accelerators,
accelerators or, you know, some of the software that's involved in the video compression that,
you know, gets the signals in a fashion in which the AI can actually examine, you know, what they're
seeing. And again, you know, OUST, these are the eyeballs on robots. Whatever form factor they need
to be taken, as it could be as simple as a camera, or it could be, you know, something that's got actuated arms
and legs. But this is really a theme that people need to take a, pay attention to. And I just wrote
like six names there. So, you know, you give you lots to chew on, you can start doing some of your
own due diligence. Or if you don't want to do all your own work, you know, come and join the story
at Trading Discord, and you can see all the work that I've done on this. It's all, you know, published in due diligence folders. So
that's my message for today.
Great rundown. Anybody have anything to jump in with there on any of godfather's comments please do so if not go to
dougie fresh and uh then we'll close out the show on that dougie fresh what uh what's been on your
watch list all right well i'm gonna go through a few that you guys just went through and then i'll
go through a couple new ones since we can rock and roll through them fast and let's start with
that ldi since you guys were talking about it for a little while and uh Ben if you're listening he's packing up the lead but I do think it's going to roll off
that 20 right there around 321 area 322 so we might have a little more pullback tomorrow but
it's hitting that and it's kind of keeping its uh support up there for LDI so just a little healthy
pullback it looks like and a little more than you probably wanted to see, obviously.
But I do think it's in good shape.
And TONX is definitely looking good, guys.
I was saying on my show, I go through it every night since we had them on the other week.
And, yeah, the thing was just kind of pulling back here.
Now it looks really good to start curling back up.
You're at the
bottom this is what i look for guys these bottom ones i don't like them anywhere anywhere else but
at the bottom why they're curling up right here this is where you get your momentum this is where
you see your big runs from so tonx absolutely keep it on your watch list and uh tgen there
money mark let's look at it because this thing is jumping up there
you're right friday afternoon it just started cruising right along it's still running up and
it does look like it wants to get to that 12 area at least 11 50 right there with no problem you're
at 9 43 so that said electrical equipment and parts company you're talking about tgen looking
pretty good right there i was going
through some of the godfathers ones and they were looking good he was talking about rb that shot up
today just look uh it i'm watching i was trying to see if it wanted to spike up a little more
maybe a little pullback but it does look good and another one uh money market mentioned ample
right here and i asked you about this the other week because i'd gotten into it and
this thing has been going up there we picked out the bottom of it on this on my show as well ampl
amplitude right here that one's good it's at 12 36 and you're making your way up to like 13 50
something it looks like so there you go with them guys and here we are with my dnn i've been talking
about that one for a while dents and and mines. It continues to go up.
A uranium one still looks good.
I was talking about this one, guys, when I gave you, what is that other one?
Open door.
I couldn't even think of the name.
Open.
When we were talking about this at 50 cents, I was talking about DNN at the exact same time.
It was way down there as well, but it wasn't as low.
It's just slowly been going up here, but it's at 277 and still looks pretty good.
Just watch for any pullbacks on that.
And you know what else is setting up right here, guys?
It's down a little bit right now.
AMC.
I don't know what's going on at AMC.
I kind of think the meme stocks are going to kick things off in like a week or two,
maybe two or three weeks or so.
We see a little pullback here.
And again, it's not going to be everything.
Just certain ones going to be a little slower pullback.
AMC getting set up right there.
And how about SLDP?
And I was just kind of going through the scanners, guys, looking at some good ones that were setting up and some new ones because I was tired of talking about open door.
And I think it's already the doors closing on that one at the moment. Some good ones that were setting up and some new ones because I was tired of talking about open door.
And I think it's already the doors closing on that one at the moment.
And SLDP Solid Power.
It's an auto part company.
This one looks like it has some solid power to keep running up there.
It's at 453. It's cruising up a little bit today, like 8%, but looks good as it curls through the MACD.
And how about Weeble right here?
Weeble is starting to set up and looking much better.
So we've been tracking this one down.
And I was just mentioning in the last couple of days that it was finally getting into a good spot to run.
So I think WeeBull will get cruising along.
And it's been way down here.
So I think it will be a good opportunity.
Keep an eye on that as it curls up.
And that's what I have for you.
And Laptop Travel will get you on the show for next week.
It already got pretty late.
And I don't think EMP even knew.
So we'll make sure we have you on next week as well.
And EMP, I'll throw it back to you.
Thank you, everybody, for tuning in.
Be sure to follow everybody because you've got a great panel up here.
Godfather Money Mark Ben.
Even Laptop Travel will have him hop on. And, of course, EMP does more shows than anybody I've ever seen. everybody because uh you got a great panel up here godfather money mark ben even laptop travel
we'll have him hop on and of course and and does more shows than anybody i've ever seen i do a lot
of talking and i can't even imagine how tired you at night holy cow dude i listen to your shows i
just hop on sometimes anonymously just so i don't throw you off because i want you like wait doggie
fresh is on or anything to throw you off but yeah you're doing shows like all night all day long you just do shows non-stop and your shows are
great you're a great host and you just know what you're talking about so i enjoy them i pop them on
and listen to you and you just do a ton of shows on wolf and everywhere so it is awesome so yeah
be sure to follow everybody guys we uh everybody gives you some great info
and some great stock picks i mean we crush it on this show you guys know that we call it out just
the way it's gonna work and uh you don't see it happen very often like that on every show every
single week we just nail it so thank you everybody and over to you m thanks a lot for having us on
hold on before it goes over and by the yeah wolf Wolf, well, Gov over at Wolf Financial did a great job of cloning himself.
I don't know how he found the Emp, but yeah, Gov was doing that.
He was crazy, man.
Like 18 hours of spaces a day to kick off Wolf Financial.
That's how he built it.
Dougie, if you can take a look at a stock that the Godfather is talking about, Blaze Holdings, BZAI.
Take a look at those technicals, and I'm looking at the 50 DMA.
I'm wondering if there's anything you see in the chart that can predict whether we will break and close over that 50 DMA at $3.63.
Over the 50, right there?
I have you around. That's the key level for me. I want to see that close over to 50 right there. Um, I have the key level for me.
I want to see that close over the 50.
I'm just a little bit of a hunch.
I don't know what the way the market's been running and all the peers have been running.
Um, you know, I'm kind of anticipating that maybe this is a good time for it to break
over the 50, but is there anything that technicals you can see that can kind of, uh, you know,
uh, predict what is the chances of that happening or not?
Yeah, it looks pretty strong, to be honest with you.
And I know we played this not long ago.
I remember I had a quick swing trade on this bad boy BZAI.
And, yeah, it does look good.
It is crowing up quite well.
And you should have that 20 crow right up to the 50.
I see it going up to, like, that 370 area and then trying 371 and even
trying to push right through and bounce off so yeah i think it looks pretty strong at the moment
and uh i'll be keeping this on my watch list that right now too to to see because yeah i was i like
i said we just traded like a week or two like two three weeks ago i remember it popped up pretty
nice it was setting up and uh yeah it looks pretty good to
set up again so good eye on that one i'm definitely adding that to the list
thank you thank you dougie over to you on home there you have it another great show
from the small cap crew as dougie fresh said make sure you follow all these guys that will improve your timeline. And not only on this show, but the timeline itself, there's a lot of great stuff that
gets put out there from all these accounts. There's other shows that these guys join in on and
share some great thoughts on. And even off this platform, I've seen some great stuff.
Money Mark's got a nice show that he does over there as well. So make sure you check out all of those things
and check out our full list of spaces
that Dougie Fresh was so graciously pumping up there for us.
We appreciate the kind words there, Dougie.
And yeah, a lot of shows, a lot of information coming at you.
The full schedule is pinned there on the Wolf Financial homepage. And then of course,
we have Wolf Bitcoin. If you're into that world, we have all kinds of other things going on as well.
And the Stocks on Space is in the afternoon, which is a bunch of different great minds coming
together. And then live streams have been kicking off as well. So always trying to grow and bring
you guys more and more stuff here. And as always, these shows are recorded. So you can go back, listen
to any of it. If you came in late, if you missed the show one week, you can always go back and
listen to these great panelists share their thoughts. And big shout out to the crew here,
because our ability to put on these shows is only as good as the panelists that come on. So
big shout out to the crew. And thanks everyone out in the audience for tuning in every Monday. Our next show, we have live trading going on, of course. We have the Power Hour show
coming up on Stocks on Spaces. And then tonight, two more spaces. We'll have our stock picks for
the week happening right there at 5 p.m. Eastern. I was pulling up that to see where we're at here.
It'll be very interesting. We actually have a ton of people competing here
for a podium spot.
We got one clear winner actually right now,
but we'll see how that looks at the end of the day.
So tune in to that show.
That's at 5 p.m. Eastern right here on Wolf Financial.
And then we have a little bonus show off the back,
some tokenization, social building stuff going on
on the back of that show too.
So full day of spaces today,
even more coming out through the rest of the week.
And of course, our new Friday schedule right now
is live stream.
So we've been doing the live trading all day
on stream on Fridays.
And we bring on some guests throughout the day as well.
You guys know these lunch hours get a little bit slower.
So we always try to bring on smart people to share some thoughts,
talk about some different subjects.
And with that, I'm going to close this all out.
We appreciate all of you guys.
We'll see you guys on the next show. Thank you.
