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STOCK PICKS FOR THE WEEK!
Recorded: May 27, 2025 Duration: 1:02:42Space Recording
Short Summary
In a dynamic discussion, panelists highlighted significant growth in the crypto market, with Ethereum surging 16% and CoreWeave's astonishing price increase reflecting bullish sentiment. The conversation also touched on emerging trends in crypto trading platforms and the speculative nature of current investments, particularly ahead of major events like the Bitcoin conference.
Full Transcription
Thank you. Thank you. All right. welcome in everyone.
A couple minute delay getting switched over from Stocks on Spaces where we had a riveting
sports debate after today's price action ahead of obviously a lot of things coming down the
pipe.
Welcome in everyone.
It is Stock Picks for the week. Normally our Monday show,
but with the holiday yesterday, we moved it over to today, 5 p.m. Eastern every Monday.
And this week on Tuesday, we didn't want to miss. And I know Ben was just texting me,
bagging me. He's like, we're not going to miss the space, right? Because I cleaned house.
Ben over at Story Trading absolutely did run away with this one with a really, a couple of just banging picks actually all together.
So we'll get into that. We'll get into everything. I'm working on getting some of our speakers up.
Obviously, all kinds of fun on this app the last couple weeks really with some glitches and stuff.
But we're here. We're going to run it.
We are going to take our picks that will go from tomorrow's open until next Monday.
And this past week went from the Tuesday open after our show through today's close to get that full five days.
So keep that in mind as you're making your picks. One day shorter this week and end of the month coming up, too, which will be interesting.
coming up too, which will be interesting. As always, we will jump through our panel, get some
air level thoughts, market sentiment, all of that. And we don't have any shows or anything
off the back of this today. We have plenty of time. So I'm going to go ahead and start kicking
it around here and see if we can get a couple of our other panelists on board with us. I do want
to go over real fast before I jump over to Ben, who I'm
going to start with tonight. But last week, as a unit, we did beat the market. We had a 1.43%
average return between everyone that made their picks last week. Spy over the last week was red
by 0.3% and QQQ was green by 0.3%. So nice outperformance by the panel. And our top
pick of the week was also from our top picker that's been story trading WRD 21.83% return.
Sam Solid, who's on his way up right now. Let me get him up. Boom. Sam solid. Second best pick. Also second place.
That ETHU went absolutely insane at 16% return.
And I'm looking through here.
What is our third best one?
TSLT did very well.
7.9%.
I also see Ben's other pick.
That was Wolf Financial.
Ben's other pick, CLBR at 7.19%.
But overall, our winner is Ben from Story Trading, 14.51% return.
Second place, Sam Solid at 8.51%.
And I snuck in here at the last moment to get that third podium spot,
the bronze medal at 1.59% with my cybersecurity picks.
And some really good picks across the board, though, overall.
And we'll dive into it.
Let me get everyone on stage.
And Ben, I'm going to go ahead and kick it over to you and see if you want to throw some
market sentiment at us and let us know where we're at.
What an interesting day in the market as we gapped up on some news Sunday night with futures open, but markets closed yesterday and held on to it today.
And it's a very interesting spot here.
Ben, take it away.
Yeah, well, I love how you open with the performance from the prior week because that's the whole point of this particular show.
So sometimes we'll leave that for the second half.
So sometimes we'll leave that for the second half.
So I love that overview.
Also, a shout-out to – we've got to look at Wolf Financial,
Gov, on the year-long picks.
He is catching up with me, man.
I don't know if you've looked at that spreadsheet lately.
I have.
I thought about sneaking that in later tonight, but he is coming in hot.
I mean, look, your two picks were both great individual names.
I mean, Root has been crazy
but Wolf Financial just picking two names that just never even I mean maybe a pullback if you
look at Robin Hood but Berkshire that is the the pick at the beginning of the year what what what
a great job by Gav I may have to Jordan do you know if Gav's busy we may have to text him and
see if he can come take a victory lap.
But either way, Ben, back over to you.
All right, great. So look, I'm going to keep my comments really short on the macro because, you know, I don't think it's necessary.
We're above the 200 DMA. We had a little scare Thursday, Friday, which, you know, I talked about this on the 1 p.m. show. Not only do we have a Trump put,
if the market needs to pump or we get too low, Trump will be there.
But also if there's any kind of bad news
or tough talk from Trump or whatever,
it looks like at the end
there's some sort of positive result
that's trying to come from it.
Like we saw with that EU 50% tariff,
there's slow walking negotiations.
And then a few days later,
EU is like, okay, let's fast track these and get a deal by July
9th.
So look, I'm not paying attention anymore to the SPY QQQ.
I'm not an industry trader.
I don't really trade the mega caps that move so closely with the indices unless there's
move so closely with the indices unless there's a very, very strong catalyst.
a very, very strong catalyst.
So I'm all about those mid caps and small caps and micro caps and risk assets and growth
stocks and stuff like that.
And when we're above the 200 DMA like this, I'll tell you this, even on Friday when we
pulled back, there was not that one-to-one correlation that we've been seeing when there
was a market pullback, every single stock
would go down to market. We didn't see that Friday. So even though there was that temporary
scare that, oh my gosh, here we go again, 50% tariffs, that's a big number. Are we going
to risk that 200 DMA? Nope. The market was like, we're above the 200 DMA that Trump puts
in. We're good. Individual stocks did great on Friday. They were not phased by that opening. They were down like 1.5% Friday
morning initially. So things are great. This is the spot I want to be in. I want to be in a place
where the underlying indices are stable enough so that we can make predictions based on catalysts.
We can trade ahead of catalysts, trade after catalyst, make like logical, you know, theses about how does this catalyst impact fundamentals?
How does this catalyst impact sentiment?
Make that calculation, come up with a price target based on the chart and go and off to the races.
That's our process.
And it's just so much more effective and stable or bull markets.
So I'm feeling good.
And, you know, I'm not worried about anything right now. You
know, like I said, even when we had that scare on Friday, I kind of made the mistake of kind of
front running or worrying about, hey, is this the catalyst that will take us back down below the 200
TMA? I was a little worried about that. So I was not aggressive Friday at all. I barely traded Friday and lots of great opportunities
if you did trade Friday.
But I think I'm going to be very literal
with that 200 DMA.
I'm going to try to avoid all the noise
and as long as we're above that 200 DMA,
that means we're in a bull market
and I can take normal size positions and swing a
little bit more you know I'm still kind of in this day trading mode where I'm like 50 to 60
percent cash at the end of each day and honestly that's not me I'm more of a swing trader but I
haven't fully adjusted yet to this new bull market after we got to the over the 200 DMA I'm still a
little bit risk averse.
I'm taking my gains quickly.
I'm going to like 50, 60% cash at the end of each day.
So today, I think I was only 40% cash at the end of the day.
I'm starting to swing more, but it's a process to kind of get comfortable, you know, in a
bull market environment to swing again.
But I think that's the environment we're in.
You can take larger positions.
You can swing.
You can have a logical thesis based on a catalyst
and have conviction in it.
And we're in a good place.
So that's where I'm at.
Great rundown.
And yeah, isn't it nice?
I keep saying it.
When VIX is down back in this,
I mean, even where it's at here, 18 to 22 range, I just feel so much better trying to trade things than when it's super high or even when it was super low.
I mean, it's just a kind of a sweet spot.
It's a very interesting spot in the market we're at.
I'm going to keep moving around here.
Sam Solid, you are our second place finisher.
That Ethereum pick went absolutely crazy.
16% great job on that eight and a half
percent overall uh what are your thoughts around the market and where we're at right now so
i thought i was gonna lose that ethereum one until last sunday um what was it yesterday i
forgot when crypto ran up um i was like so annoyed because i'm like of course the pick
that i choose is not gonna do good and it came back so thank god um i was actually gonna pick
rocket lab today but it already made a big move after i was up six percent today based off that
news of the acquisition of uh of geost i think that's how you pronounce it anyways um what am i thinking i mean same thing
story story trading was saying textbook balance off the 200 day moving average of sp500 like
freaking textbook and it's very tough to put on shorts once we're kissing that range so
we basically been in consolidation i think we're starting consolidation um in this range in the uh queues
as well as spy um specifically in queues we're in the range of like 510 520 ish uh give or take a
few points probably still in the range so i mean i'm not trying to press anything here uh but at
the same time you know the the best buys were in april um so i'm really just sitting on those
have some swings and everything now but not really trying to do anything too fancy.
But seeing some interesting moves in the market lately.
I mean, it's definitely risk-grime.
You could see CoreWeave, probably the most profitable company in the entire world, is up about 500 million percent today.
And basically a 10-bagger in the last month.
I'm just kidding around.
Those are some crazy numbers thrown out there, but it's up a lot today. That's your barometer of risk in the market. If Core Weave's
up, it's definitely a strong market. Quantum computing stocks are up. Everything is really
up, to be honest. Everything worked today. So congratulations, people that held on.
But yeah, that thing that Ben was saying
when it comes to Trump,
I wonder when this is going to bite us in the butt
where you have, of course,
the escalation in the tariff deals
and then people expect it to come back,
which it did for the EU.
But yeah, I wonder when that's going to bite us in the butt.
But anyways, at the same time, the know, the company is so strong, uh, shown some good earnings better
than expected is really all the market wants.
They don't want, uh, you know, they don't really, I want to say they don't care, but
like anything that's better than expected earnings, which the bar has said pretty low
for a lot of earnings coming up considering last quarter, either guidance was removed
or guidance was lower and so on.
Anything that comes in better than expected is going to bring the market up. That's what happens
when you go from the worst sentiment possible last month to coming back with a lot of positioning
offsides. I mean, you can look at a lot of the mega caps out there still. Amazon is still
trading near its 200-day moving average. Google prices are still pretty suppressed.
Meta is probably like 20% away from its all-time highs.
I'm not saying it's going to reach there,
but I think there was a bit of rotation
in terms of the leaders in the market.
But of course, the leaders that did lead
for the last couple of years are still leading today.
You see CrowdStrike pretty much near all-time highs,
or at all-time highs today,
which is pretty interesting
considering how expensive the company is now.
It still continues to propel.
And then on the back of that, you have the runner-up Sentinel-1 still near its lows, right?
So the market hasn't exactly rallied up every single stock so far there.
I do believe that Sentinel-1 is a great company,
but the clear winner in that entire space is CrowdStrike.
So you're going to continue seeing that propel up.
On the same hand, you also have Okta and you have CyberArk, ticker symbol CYBR. CyberArk's pretty much making all-time
highs almost every single week, while Okta is down 11% after hours, right? So bet on the winners is
all I would say. Or if you're going to bet on both, size up the winners more from a long-term
perspective, if anything. And a lot of these opportunities come pretty rarely.
We had a pretty good opportunity last month and a lot of people didn't buy the bidet.
I'm going to say a lot of people, I'm talking about institutions. And now they're forced to pretty much chase the market. And that's just what we're going to be seeing for quite some time,
in my opinion. But yeah, I mean, we'll see. I'm very bullish in the space narrative.
I think there's a lot of speculation in the market. So a lot of these names are running pretty hard. But at the same time, from a long term scale, I think there's a pretty wide market that still has a lot of possibility. Probably something that might be the next frontier when it comes to building on infrastructure, not only on land anymore or towers on land, but in outer space and lower or thoroughbred.
So, you know, choose your names wisely, do your own due diligence.
But I already made my positions in those and I'm just going to sit in those.
And that is for the most part, you know, the dip was bought in April.
Buying today, probably a little risky, but, you know, to each their own.
Great thoughts, Sam. Well, I would give my thoughts next, but I'll go ahead and just
punt that onto the next person down the line because there's a lot of smart people up here
I want to hear from. Nick Trindle, let's go over to you next. Hey, thanks for having me.
next. Hey, thanks for having me. Really great action today with the island gap up. So with
Friday, the Trump tariff news came in, right? And we gapped down. But I think a couple of speakers
have already said this. We saw a really clean divergence in what the leaders were doing Friday
versus what the indexes were doing. And that's basically the market just saying, we know Trump doesn't mean this. So keep pouring into the leaders and then the weaker stocks,
they're going to sell off. But with the action today, you get a really nice, like a large gap
up. So if you're in the leaders at that point, you already have a nice cushion. And then we
continued to rally higher and close right near the high of the day, right
into the previous rally highs, at least for the queues.
And that's, again, just ideal action.
Since the gap up on the 22nd of April with the higher low in the structure, we have been
consistently just rallying, pulling back to those unfilled gaps, and then gapping up again,
which is the best action you can see. And part of that is because of the institutional investment
exposure levels, which I use NAAIM for that. That's just what I've been most familiar with.
And last week, I was expecting to see a number in the like 90s 95 range typically
if it's above 95 that's when I start to get a little cautious uh not so much that hey this is
this is it this is the top but more so to just kind of take note and the exposure I have and it
came in at 80 which means we still have plenty of of room to run until we get to that 95 level range.
And I was looking back during COVID numbers,
because this kind of very quick flush, very quick rally,
is reminding you of the price action in COVID.
And we didn't get a true correction or a true pullback for more than a couple of days
until September of 2020, when the NAAIM exposure levels was over 100%. So as long as the leaders
are acting great, as long as exposure levels in NAAIM isn't over 100%. And as long as my personal profit and loss, P&L, is trending higher,
I think you just have to stay bullish and continue to look for nice areas
to manage your risk against and see where the money is rotating.
On Friday, we saw a huge rotation into nuclear with Oklo, NNE.
SMR was another fantastic mover today.
We have the Quantum Ames moving.
That's great.
And you know it's a very, very strong market.
When we've gone through four or five speakers here,
no one's even mentioned NVIDIA's reporting earnings tomorrow.
I feel like every time we were at NVIDIA earnings
the past year and a half,
that was dominating our conversations.
But right now it's like, okay,
semiconductors aren't leading, but they're acting great.
SMH, the semiconductor ETF,
kind of had a gap down into the 200-day moving average
and then gapped right back up
and closed above all key moving average today.
And it sets the stage for that group to kind of join the rally already.
But we have nuclear, we have cybersecurity, blockchain, and what was the other one that I had on here?
Aerospace. Aerospace and defense, ITA, also had a new high.
So until we start seeing some leaders break down on heavy volume
or we see unfilled gaps to the downside,
I'm continuing to trade on the long side and just moving stops up,
taking partial profits on the way,
but just trying to continue to rotate into the stronger and stronger names.
It is interesting how used to nobody would even dare think about saying anything else matters
except nvidia earnings but i think most people i mean obviously they matter but
the market itself is strong and we're in a different spot different scenario but
it is very interesting that most people i think are fairly positive going into NVIDIA's print tomorrow, but also
it's not, I mean, it's being talked about, but not near to the degree that it was in previous
quarters. That's a very interesting point there, Nick. Appreciate those thoughts. Also like the
part you said about watching the P&L continue to go up and up and up. That's always fun and
that's the best part, right? That's what matters at the end of the day nick appreciate your thoughts there uh knots let's go over to you next and see what uh what
market sentiment thoughts you have here sounds good um hopefully everyone's doing well um
so um obviously i'll kind of go over the market really quickly i mean obviously we have been
today was a great day 2.3 on nq um 2 on es i mean markets were up um we're pretty close to
breaking over those recent little highs around uh
es and nq probably if we continue higher another two days at most.
So I'll definitely be watching that.
I know we have NVIDIA earnings this week.
That's going to be a big tell.
One for the market, two for chip names and semiconductors.
But kind of diving into my picks.
One thing I really liked was Tesla.
I wish we were able to do this yesterday
because it had a $24 move today, 7%, breaking out of that little flag that it had on the daily.
And I believe it has upside to 402. And obviously we've seen Tesla go. It's very possible that
it could even crazily happen this week and get a 10% plus move after 7% plus move, 7% move today.
So I got 4194 is the area that I'm looking for.
It was a buy zone for me around like 270 to 290 after, you know, it looked like we obviously bottomed and we were flagging there prior.
Now we're doing that same flag breakout.
So again, 402, 401, 94 is my target for Tesla.
And that's going to be one of my picks for this week.
And then I have a little dilemma.
I don't know which one I want. So a pick that I had last week, Oscar, OSCR,
did not really work out after our call,
but it did hit my buy zone again at 14.30 and 14 on Friday and Thursday,
and it had a strong gap up today.
But also, I would say Rivian hit a little buy zone for me today
at like 1475, 1480.
So I think I'm going to go with Rivian
because it's closer to that buy zone.
So I'm going to go double EV this week, Tesla and Rivian.
And that's what I'm kind of going for.
Taking the EV play, Nats with Tesla and Rivian,
coming in early with the picks right there.
Appreciate those thoughts, Nats, and thanks for being here, of course.
Chris Patel, we haven't heard from you just yet on Market Cinnamon.
Would love to get kind of your thoughts around this market
and the action that's happened since the last time we spoke.
Yeah, I mean, things are starting to recover nicely. to get kind of your thoughts around this market and the action that's happened since the last time we spoke. Yeah.
I mean, things are starting to recover nicely.
The bank of Japan yesterday said that they were going to stop issuing a lot
of long-term treasuries while they're 40 year.
So basically now there's like all sorts of demand to go out into that
curve.
I think we're going to see a similar approach to what the U S is going to
So I think being, being positive on treasuries right now is not a bad idea.
I think we've pretty much bottomed on it.
The administration knows the level of problems that having high levels of high interest levels can do to the economy,
especially considering there's about I don't know how much the total is,
but there's a good
amount of debt that's maturing in the next couple of years. So that debt has to be refinanced,
not just for the US government, but also for companies that are out there. So if we end up
having to live with higher interest rates for longer, a lot of these companies are going to
have a serious problem, in which case they're going to end up laying people off. And if they lay people off, of course, the economy goes off a cliff and then we have a major
problem. So the administration is going to do everything in their power to tackle the inflation
genie. And I think it's working. The one sector I've always been keeping my eye on for this year
is pretty much been shelter. And one of the things that you're seeing is Zillow, Redfin. I think the
Redfin CEO
said that year over year growth in total housing price is actually going to be negative. Not by a
lot. It's only going to be negative 1%. But when you consider the amount of vacancies out there
for rentals and now with home prices pretty much plateauing and buyers kind of just stepping away
and sellers are kind of putting a ton of inventory into the market.
I think we've got ourselves a nice setup for a longer term disinflation wave coming from shelter.
So I'd say being long on TLT right now is actually a pretty good value proposition,
especially if, you know, the markets keep rallying.
We could see, you know, people being a little bit more risk off saying, let me get that yield
and just dumping some of their positions into their their treasury so they're going to take profits go
into the treasuries the other thing is some of the regulatory changes that the fed not the fed
that the treasury is likely to make between reducing the supplementary leverage ratio
and also some legislation around crypto stable coins is going to boost demand for treasury
so if that gets factored in you're going to see like a three three pronged approach to getting
yields lower probably by the middle of next year and then of course if inflation data comes lower
which i expected to in the next in the second half of this year i think that that's going to
pretty much put a lot of pressure on jer Powell to make sure that he's cutting.
And so I think the market right now is only expecting maybe one to two rate cuts this year.
I think we could still possibly get three to four.
And then next year we could get another three to five.
And so if you think about it, that's almost 200 basis point reduction in short term yields by next year.
So if you think about TLT,
TLT is set up to take advantage of that.
So once that cutting cycle gets back in motion again,
I think people are going to be gravitating towards TLT because you're getting a nice safe return,
don't have to really do much.
And with markets where they are,
know there's there's definitely opportunities in the market but that's
there's definitely opportunities in the market,
but that's what the sentiment is for me at least.
what the sentiment is for me at least I wish I wish I had I was on last week
because I would have picked venture global again and venture global killed
it this week and I lost out because I I just want to win the podium one time I
feel like I keep missing out by like, like minor changes the day before.
So I'm like, today was this week was going to be my week.
But but it wasn't meant to be because last week I was I was a little bit under the weather.
So but yeah, I think for the picks later this week, for this week, I'm going to stick to what I know, Venture Global and TLT.
I think both of them are poised for a nice upward upward movement
i'll tell you what that venture global ever since you first mentioned it on this show with a nice
breakdown it's been i even traded it at one point it's it's been on my radar and i've actually
started to hear other people talking about it around other different spaces and stuff as well
and uh what a move it's made off those lows. It's up 100% from the recent lows.
It has a significant tailwind in LMG export terminals coming online while we're going through these trade negotiations.
So it gives the company a lot of leverage when negotiating with long-term contracts where they can say, look, you know, one of the things that the Trump administration really wants to do is boost energy exporting to boost our economy. So, you know, our trade partners,
they're there, they need energy right now with the whole thing happening in Europe and Russia,
you know, the Europeans, they need natural gas to power their economy. Where are they going to get
it? They used to get a whole bunch of their supply from Russia. Well, they're all switching over to the US. And so as gradually these terminals come online,
these contracts are going to be signed, long-term contracts that are just going to print free cash
flow for these guys. And it's the same thing with the other Asian countries that we have
trade relationships with that are boosting their LNG imports, like Thailand, the Philippines,
their LNG imports like Thailand, the Philippines, Japan, Korea, you know, this is the bargaining
chip that that's, that's going to make those trade imbalances look a lot, you know, less,
less tilted towards their favor. So I think a lot of countries are like, look, the U.S. has a ton
of natural gas. We need natural gas. You know, if this gets Trump off our back, we'll buy all of it from the U.S., you know.
So that's where the alpha is on this one.
Appreciate those thoughts, Chris.
I'll kind of cap this off here.
Jordan is at that Bitcoin conference right now.
So he already sent me his pics and gabbed out there as well
as some of the rest of the crew.
So hope they're having a good time
with the Bitcoin conference going on.
I'll probably hit on that note here again shortly.
But my kind of final thought
or top level thoughts here is,
you know, I mentioned a couple of times
that we floated higher,
we needed a pullback,
but we, and we got it.
And I closed out all the shorts that I had right at the open on Friday. We were sitting on the 200-day and kind of holding
it. And the 20-day was catching up to us just on the S&P. And many of us on this, I mean,
Nick has mentioned this a couple of times. Some others have mentioned this as well, that
retail is buying the dip and institutions were the ones that were kind of having to chase this and be offsides. Plus,
I feel like just in general, there's probably a lot of people that were caught off guard a little
bit by this move and didn't really fully participate and were waiting on some type of
dip to buy. So I figured the first kind of dip, shallow pullback in the market would go ahead and
get bought up. And that's kind of
what we saw. I mean, if you look, just keeping it as simple as can be, a back test at 575 area on
SPY, which was kind of our high back in March before we really started falling off, as well
as the 200-day moving average, it's hard to ignore that, right? And as much as I think we will get a
deeper pullback at some point, and I want us I think we will get a deeper pullback at some point,
and I want us to go ahead and get a deeper pullback just because I think it would make some things easier,
I can't ignore the price action in front of me.
So that's kind of my big thoughts here.
I think the pain trade is to float higher.
And I think at some point we do get a deeper pullback than this.
But I think it may just take a little bit of time to play out.
We may, we may be range bound. Hey, we may,
we may push back up and make a, you know, some slightly newer hires here.
Either way,
I'll just be reactive and wait for the next setup to really come.
That's kind of where I'm at as far as the bigger picture action.
And with that said,
I want to make sure we get around and get the rest of everyone's picks for this week uh ben our champion of the week i'm excited to see what
what you're gonna go with this week uh clbr and wrd both massive uh massive performers last week
what's uh what's on the docket this week mr ben. Ben? All right. Well, one of them I have figured out.
The other one I've got to figure out while I'm talking to you here.
But I'm going to go back to the well.
Maybe on both of them.
We'll see.
So you can see CLBR is up 3.6% in after hours.
But all right.
So we ride.
WRD.
I actually increased my position pretty significantly today.
So we got that competition win on this one.
But WRD broke above and closed above the 50-day moving average today.
So this is the one that it's like RoboTaxi, Chinese RoboTaxi play.
And, you know, Ponies, it's a peer in that space.
And, you know, my thesis last week is that, hey, WRD needs to catch up with Pony.
Similar market cap sizes, similar news, similar relationships with Uber.
That was the thesis, and it seems to have done so here.
More news this morning.
WeRide expanding into Saudi Arabia under the Uber partnership this morning.
You can see here, wow, Pony doing well, up 22%.
So if you look at, you know, Pony, to me, I'm looking at this as, you know,
Pony got a head start on WeRide by like about a month or so.
And now it's time for WeRide's turn to catch up.
Look, Pony broke that 50 DMA back on May 6th at $10, $10.50.
And now it's doubled since then, $21.
All right, so I'm thinking this could just be the beginning of We Ride here, breaking above and closing above 10.58, 50 DMA. It's 10.76 right now.
It hasn't really moved in after hours, so I feel good about picking this one.
It could have an explosive move into next week.
Now, my second pick, a little bit trickier because this goes by the opening price.
It goes by the opening price the next morning.
And you see CLBR is the other one that helped me win the competition.
CLBR up 3% today, up another 3% in after hours. Donald Trump Jr. probably pumping that as we speak at some sort of, or maybe it's happened in the past hour or so, at this rumble sit down with Chris Pawlowski.
But I think he made some comments that hit the wires or hit social media that he thinks that, you know, he plans to ring the opening bell on Pew.
So this is a SPAC merging with Pew, which is...
Is that the headline where he said he wants it to be the Amazon of gun ownership or something?
Amazon of guns.
So this is a SPAC merging with Grab a Gun, grabagun.com.
Ticker symbol is going to change to PEW.
So this has been a consistently large position of mine over the last couple of
weeks ever since that SPAC, CEP, blew up on that Bitcoin. The company was going to do Bitcoin or
whatever. I don't know if you saw that. But ever since CEP blew up, everyone's been looking for
the next SPAC to blow up. And this one really started moving. It was pretty obvious that the interest started
moving because of that moment we're in and that theme that we're in. And Trump Jr. keeps pumping
this like crazy. And the accumulation has been insane. Like, it's just so obvious on the chart.
And the price action has been very obvious as well. Looking at level two, they're accumulating
this heavy. They're accumulating call options on this thing. They got a plan. I think Trump Jr. has a plan.
And, you know, this thing might pump into the 20s.
It's a question of timing, though.
I think they still need to get that S-4 statement effective and approved by the SEC.
But here's why I'm considering putting it. It's tough, man.
Look at this after hours move. I'm afraid of where this is going to open tomorrow morning there's an event on tuesday a clbr uh or grab a gun or q q um investor day event
on tuesday so i think this is going to run into that so it could be perfect timing for this
competition but but emper what do i do with it's paying up 3.6 percent on after hours um
what do you think should i give you a different one i don't know
what to do here um with the after hours move here the only thing yeah it's that's that's always
tough because of where it's going to open tomorrow but i mean hard to argue with what's working and
and i don't know if you have another high conviction i know you kind of hinted at a
couple during the uh small cap show earlier so I don't know if there's another high conviction that you want to throw in there instead.
I'll put it this way.
I'm going to mention one more, but I think I'm just going to repeat the winners from last week.
These were my same two picks last week.
It's WRD and CLBR.
I'm afraid I might lose on a bad open on CLBR tomorrow morning, but I think WeRide can make up for
it. I think WeRide can have a 50% week here in the next five days or so. So I think I'll
do that. The other one, guys, having your radar is Bull, WeBull. Again, this one's also
strong after hours. It kind of broke out today. It's hard to see on the daily, but on the
30-minute chart, it's broken out.
And, you know, there may not be a lot.
I don't know.
Like, also, that's the reason I'm not picking this is, like, my target's, like, 14 right now.
It could go to, like, 16 to 18.
But right now, my target's 14.
It's 13.38.
This thing might open at 14 tomorrow.
And, you know, I've been playing it with Bull Z, which is the warrant that gives you a lot of leverage.
So just, like, small, tiny percentage moves in Bull gets you, like, a ton playing it with Bull Z, which is the warrant that gives you a lot of leverage. So just like small, tiny percentage moves in Bull gets you like a ton of profit with Bull Z.
So I think there's a lot of money there to be made still, even here from this 1335, 1338 after hours.
But again, it's just hard. I don't know where this thing's going to open.
So I guess we're going to stick with CLBR and WRD.
And I'm kind of expecting to get hit with a bad open on CLBR
because this thing's really rocking.
I haven't seen it moving after hours like this since I've been following it.
So anyway, those are my two picks.
WRD, CLBR, keep an eye on Bull.
Appreciate that, Ben.
WRD, CLBR, and honorable mention. I like the honorable mention back to the well I
won't be here by the way next next Monday so um you'll have to take my spot on the podium in case
I win again and speak on my behalf if yeah if you win I'll I'll accept the award for you um like we
see you know like an Oscar or something like that or a music award i got you okay i'll handle it for you ben hope you enjoy your time off next week uh and thanks for those picks
congrats on the uh the performance last week great job second place sam solid eight and a half percent
is nothing to look down upon at all even though obviously ben at 14 and a half was fantastic but
eight and a half mean, just crushing
it over here with the Ethereum pick. I know you went over that a little bit earlier. And
then you also had the bonds TMF, which turned out green just barely today, got green on
those as well. So nice overall return. Sam, what do you have for us this week?
Yeah, I got quite a stick saving on TMF one and the Ethereum one. I have to be honest,
I really thought that I was
going to lose that one completely. But in the last couple of days, we had the good news in the EU,
so that certainly helped. One of the positions that I want to pick is it's a Robinhood ETP
from Rexhares. Big fan of this one. Ticker symbol is ROBN. That's a two times leverage
ETP from Rexhares. Very bullish in Robinhood, mostly because in the near term, I think we're going to see some upside move.
Of course, the market stays bullish, but also Citadel did report a very big profitable period.
In addition to that, it was mostly attributed to high transactions.
So I'm expecting that to be reflected for traders
and Robinhood. They don't have any earnings or anything coming up, but I believe their monthly
numbers are coming out. Actually, no, maybe it's not. But anyways, I think Robinhood is seeing a
lot of upside mostly because crypto is gaining a lot of upside. And I think I don't really want
to press it with the Ethereum trade or any
type of crypto trade specifically.
But yeah,
I'm definitely going to go with ROBN as a first ticker.
And also another,
another rec shares ETP.
I'm going to go with TSLT.
Did somebody really do Tesla?
Nots took Tesla,
but he didn't take the leverage.
I don't want to do that to Nots.
No, you can't.
I mean, hey, I'll even allow Nots to, I mean, there's multiple leverages.
Yeah.
L as well.
If, you know, if Nots wants that data's picked to match you, I'll allow that.
What was his other ticket?
Rivian.
He went all EVs.
Oh, he went all EVs, right?
Yeah. You know, rivian's actually a
pretty interesting setup here considering we're risk on um but honestly i was in um i was in an
event uh in americana in los angeles uh last saturday not really an event but i was there but
gm is having like a whole lineup of all the evs across there so it's like very hard to like be
bearish evs right now
in terms of excitement and coming back but yeah i agree with that i mean i'll i'll do tslt uh
rec shares and that's probably ribian's probably going to beat it if there's a lot of upside for
evs but whatever i'll do it
that's a robn and tslt from sam knots do you want to update your tesla pick to uh tsll or something
leveraged uh yeah yeah if you need to that's fine tsll it is all right um nick trindle that
brings you up to bat next all right you had a great pick by the way nick uh mvst uh
7.24 great return on that one thank you thank you yeah that prch i thought was a winner for sure
because it opened went up like 14 and then immediately spiked down and i was like oh
that's not ideal but that's that's trading for you um first pick I'm gonna go with is EVLV
this stock has recently ran from $2.60 at the low up to 6.16 so kind of a
double off the low and today really nice action we pulled into the unfilled gap
zone and that's where I started the position at right at 555. Really strong close back over
the five day EMA. And this is one of those kind of thinner names where I think we're just going
to continue to kind of rotate into more risky and risky things until we get a straight up move that
kind of blows off all the retail and then we can correct from there.
But until that correction happens,
I'm going to be trying to find my spots in some of these thinner names with,
with high potential and go from there. So with that,
I would just keep a stop loss at the 10 day EMA.
So if we close below that, I'm, I'm out of here. But as long as we continue to trend,
I'm going to try to keep that working. And then the second pick I'm going to go with is RR.
This is a robotics stock, which had a really big move at the end of last year from like 50 cents to five dollars so a 10x move uh and then has been
basically just basing out um bounced off the 200 day kind of got the 50 day starting to curl up
and then today we really ignited the move with a gap up open basically on the low closed basically
on the high uh above the previous resistance area at the March rally there.
So this is another one of those kind of riskier plays.
So I wouldn't be putting like super large position sizing on it,
but using them as performance boosters to kind of trade around while keeping my core names and going from there.
So EVLV and RR, both on the long side.
Long side, that's Evolve, EVLV, and RR,
which I really thought was going to be something to do with railroads,
but it's not.
It's robotics, Rich Tech Robotics,
both on the long side from Mr. Nick Drendel.
Appreciate that, Nick.
Got a couple of picks that were sent in to me from Jordan,
who is out there, of course, at the void.
Jordan, he ran back the same picks as last week.
He QQQ, which is the leverage QQQ, and then he's short SQQQ,
so he's basically doubling down on that same position.
It's interesting, the return on those were different, but he somehow got green today.
Just barely a stick save. He's going to run that back. He's looking for new highs as well.
Mr. Gav, Wolf Financial, he was going to take ROBN, but since Sam Solid was second place, Sam Solid gets first pick there.
So I text him to see if he wants to update that, but he might get downgraded to just hood.
But same thought process there.
He also took SPCY, which is an ETF that's based around a lot of chips.
that's based around a lot of chips.
It's 100% SMCI and 100% NVIDIA.
I believe it's part of the Quantify Funds family over there.
So SPCY, that's SMCI 100% leverage
and NVIDIA 100% leverage.
So basically a 2X leverage on those two companies combined.
I was actually curious with Nvidia earnings tomorrow, if anybody was going to stick their neck out and take
Nvidia or NVDL or something. I'm actually surprised no one up here took that side of
things, but that's just fine. I've got two picks here um that i'm gonna go with i'm gonna stay away from
nvidia but i do think it's gonna be a good reaction i'm gonna take avgx which is 2x leverage
broadcom i think broadcom the chart looks so good to me i like crowd strike i had crowd strike and
pan w last week pan w didn't do too well with the earnings. CrowdStrike did very well, and it's breaking out. I think CrowdStrike
just keeps going. I know Sam mentioned a little bit earlier, it is at a high valuation at this
point, but I still like it. I still like cybersecurity as a whole and CrowdStrike being
kind of the number one player over there. I almost took that, but I'm going to go with a similar looking chart
that isn't at all-time highs, but it does have a similar look.
It's just strong consolidation, even when the market pulled back Thursday and Friday.
And that's Broadcom AVGO, so I'm taking the 2x leverage version of that.
I think if chips do well, if NVIDIA does well, I think we do get a positive reaction.
Maybe that's the catalyst to get us to pop up a little bit higher.
So that's my first pick.
My second pick, and I almost hate to do this, but I really don't feel bad about it at all at the end of the day.
I'm going to take MSTZ, which is the short version of MicroStrategy.
And the reason being is I'm looking at Bitcoin here. MSTZ, which is the short version of MicroStrategy.
And the reason being is I'm looking at Bitcoin here.
Gab just did text me.
He was going to take regular hood.
Okay, perfect.
The Bitcoin conference is going on.
I know there's a lot of excitement around it.
I just think the risk here is a big move up that has leveled up about three times now, just broken up, broken up,
broken up, got the new all-time high. I think there's a big risk of sell the news from this
conference that we typically see. So I'm just looking for a pullback here. And MSTR typically
leads the way. And I know it's already kind of come down a little bit. So maybe it's a little
bit riskier than just taking a shorter
Bitcoin pick. But I'm going to take MSTZ on the short side because I just think it's going to
continue to lead down. I think MSTR itself probably comes back to 350 or 340 area next.
We'll see. Could be completely wrong. But I do think by next week, as this Bitcoin conference ends,
I think some of maybe the hype will die down a little bit, maybe a little sell the news,
like we see a lot of these things happen in the past. So that's my pick. So I've got a whole tweet
here that I'm working out right now. Ben, do you want to mention any of the year-long picks?
Give us any updates on those while I get this tweet sent out right now.
All right, hold on.
Let me pull that up right here.
One second.
You mentioned it a little bit earlier.
You had a commanding lead that I'm seeing two of them shrinking,
and one of them is up here on the panel with us.
There you go.
Yeah, basically no one was in the running for a good part of the year.
I had a commanding lead, but now Wolf Gov is really catching up on my heels.
I'm up 50% between my two picks, and he's at 45% with that hood
and Berkshire that you're talking about.
And a lot of other people catching up too.
Nick Drendel with Roblox, and I don't even know what EQT is. What's EQT? But that's up 22% for 35% on the year between the two. And Jaguar catching up with Uber and Airbnb up 20%. So those are like the top four stock pickers for the year so far on the year-long picks.
stock pickers for the year so far
on the year-long picks.
Yeah, four
people there with a commanding lead over
everyone else, but
you were running away with
it, and you still
are in the lead and doing fantastic.
Yeah, and you know what?
I'm going to run away with it, but
at the end of the year, ASPS will be close to
$50, and I'm going to blow away
everyone else just watch.
I mean, I like that.
I would be happy if that happened, too, man.
I think a lot of people would be happy if that happened.
And I'm not going to say that it's well within the realm of possibility.
Nick, we've got you up here.
Your long picks, 35% right now.
One of those is RBLX and EQT. Do you have any
updated thoughts? What exactly was EQT? Was it energy or something? Oil?
Yeah, it's energy related. I haven't really looked into the company too much. I was just
looking at the massive weekly base that it had going into the year. it's it started that move like literally the week before the year started
out of that base and really good relative strength compared to a lot of the energy stocks
during these past five months but yeah trading right near highs and roblox another stock that
i just picked based on like the weekly base and i know a ton of kids play this game,
and it's finally, it went through that full digestion and really just clean action off the lows of this move.
Yeah, I was looking through here.
Jaguar, who's not here with us, Uber,
which that was one of the reasons I didn't pick that night.
I was running a show.
I was kind of still getting comfortable running the show and uh uber was my main pick and
jaguar snuck that one out for me jaguar up 20 that uber pick is up 41 but uh nix rblx 47 percent
return 47.6 uh eqt 22.66 hood from gav 77 the top pick that we have is root from ben 82.39 and i don't want
to leave out uh andrew our friend real pristine capital that couldn't make it tonight uh but his
baba pick is up 41 if we round that off uh and jordan believe it or not, who's I think maybe listening in still,
also in the 40% club on the year with CLH. What a forgotten name that kind of was
the back half of last year and going into this year. But believe it or not,
Celsius energy drinks are up 40% this year. And I'll say all those picks relative to the current year-to-date performance of SPY and QQQ, QQQ up 1.95%, SPY up less than 1%.
And, of course, we have these panelists that we were just highlighting that all have 50%, 44%, 35%, and 20% returns.
percent return so just a fantastic job over there by the crew i did get that tweet sent out with
So just a fantastic job over there by the crew.
this week's picks which we'll run through next monday and go ahead is it too late to change my
pick uh what happened what happened the clbr keeps going up in after hours it's crazy i just i just
sold some at 15 11 like it's oh gosh gosh, it's 4.5% now.
Tough to pick something I'm selling right now.
Anyway, up to you.
If you think you can swing it as an edit,
or not an edit, but like a comment underneath, I would just...
It allows me to edit this tweet because I just sent it on my Mac here.
So if you have a...
Do you want bull
I guess I gotta switch at the bowl cuz at this rate CLBR might open at 16 or
something well since you won last week you know we'll let you I don't know if
there's I don't know if there's actually rules to this or not to be 100% honest
but there are others guidelines there's guidelines here but we'll uh you's guidelines here, but you won last week.
I think you get the discretion on that.
So I just updated that tweet.
So if you see that tweet up in the nest, there's an updated version of it now.
We're been switched over to Webull, which honestly, I think either way, this is, it's
just because of the timing of the open tomorrow could be very interesting on that CLBR.
And I do have to say thank you for putting that on our radar tonight.
I mean, goodness, we could have made some money just sitting here trading that in after hours while we were doing the space here.
But yeah, that's where we're at for the picks for the week.
Just got that update from Ben.
Ben, I know you're going to be off next Monday.
If you will or if you want to, if you're available, send me your picks.
Just go ahead and send them in next week.
Don't send them now, obviously.
Send them on Monday or Sunday or whenever you're free.
Send me those picks and we'll keep you in the competition.
And we'll be back to Monday next week.
We appreciate everyone that tuned in.
All of these speakers that are up here are worth a follow, in my opinion. I think they'll make your timeline better. If you are looking for ideas,
if you're looking for research, if you're looking to learn more about trading, evaluating companies,
technical analysis, all the above, there's a lot of great services that all of these guys have
from Discord to live streams to all kinds of different stuff. Definitely check all of them
out, especially if one of them says something smart that you agree with or that you like,
check them out, give them a follow and go from there. Of course, Ben from Story Trading Knots
is up here. Nick Drendel, Sam Solid, our second place finisher there. Jordan is hanging out in
the audience. He's at that Bitcoin conference that I'm shorting
against. I'm not telling you, I hope I don't get any backlash from the Bitcoin. I love the Bitcoin
family. I love them, but it's just a trade opportunity here. Chris Patel, obviously up
here a little bit earlier with us. And of course, some of the rest of the crew that couldn't make
it with the holiday weekend. A lot of people in and out of pocket a little bit going into this week.
But we'll see what happens.
Big shout out to the whole crew.
Thanks, everyone in the audience for joining the show tonight.
We appreciate all of you.
And with that, I'm going to close this out.
If you missed any portion of it, this is recorded.
As always, you can go back and listen to one of those market sentiment thoughts up front.
And then, of course, the pics that everyone had are also in the tweet that is pinned up in the
nest and right there on the Wolf Financial timeline. And with that, that's the end of a long
day of spaces. I've been going since, well, it was 6 a.m. my time, 8 a.m. Eastern this morning.
Here we are at 6 p.m. Eastern, 10 hours straight of Spaces today.
And we're back at it tomorrow, first thing in the morning, 9 a.m.
I will be up and open with Jordan and Evan.
We will get you ready for the stock market before some live trading.
We've got some other great conversations as well tomorrow.
And of course, a big space around NVIDIA earnings, which I know a lot of people will be tuning
into tomorrow afternoon.
We'll go live on Stocks on Spaces during Power Hour. And I think we're going to have even live
through the numbers release, if not, maybe through the call as well. So stay tuned for that. Appreciate
everyone. Have a great rest of your Tuesday evening. Sam. Sam, are you still here? Yeah,
what's up? What's the dip buy level? I mean, Sam, for those still here? Yeah, what's up?
What's the dip-by level?
Sam, for those that don't know,
and I'm going to bring this up on any space I see Sam on,
because me and Sam are de-gen sports predicting,
not sports betting, we're sports predicting over on Robinhood.
What's the dip-by level tonight? Who are you on?
What's the dip-by?
This is a bonus pick for everyone. I'm on the Pacers. I'm looking for a dip-by level tonight? Who are you on? What's the dip-by? This is a bonus pick for everyone.
I'm on the Pacers.
I'm looking for a dip-by.
I don't know where I'm going to get it,
but I'm looking for a dip-by on Pacers.
What are you looking for tonight?
Okay, so I'm looking for the Knicks tonight again.
What are the odds?
I think it's 2.5.
So the money line is like plus 140 on the Knicks today.
So obviously the market doesn't think the Knicks are going to win.
But I want to get a better opportunity.
Knicks have a tendency to not do that well in the first half.
Like they either do really well or they don't do well at all.
And I'm hoping for them to not do really well so that way I can buy the dip in them.
I want to be able to get in on Robinhood maybe around 25 cents.
And then just going for a little bit one,
like I'm still running on a little bit of high from winning the,
the next on Friday. And I don't want to give that away.
So it was just, what was your,
what was your fill price out on that, by the way?
Well, 10 cents, 10 cents.
And that paid a full dollar for each one.
So I had 2,500 contracts.
I bought 1,500 or 10 cents.
And then I had 1,000 at, I think it was like 25 cents or something.
So pretty decent average.
And then that paid out well.
And then I think I lost like 20 bucks on Kendrick Amar yesterday,
which isn't really big.
It was a flyer one.
I was like, you know, whatever.
Like, this looked like he was going to win, you know, right?
So I certainly lost a cup of coffee in that one.
But, yeah, I mean, I took a break this weekend after that Knicks win.
I didn't want to throw it away.
And I'm glad I didn't because Minnesota lost.
And also, yeah, I think Minnesota just lost lost and that was it last night okay see pulled
out the win got the third game in the bag so they're up 3-1 in that series for those that
don't know robin hood has prediction markets where you can actually trade quote unquote trade
these uh these prediction markets on uh on these games and we've had a lot of fun with it.
If anything, it's stay long Robinhood.
And I know two of our panelists, Sam Solid being one of them and Gabby and the other, are still on Robinhood.
Robinhood breaking out.
Oh, I love it.
Took out the multi-year high at this point.
We're looking at IPO highs is all that's left above our heads.
But for those that don't know, there are prediction markets on Robinhood
where you can buy these contracts.
So this isn't a sponsor or anything like that.
This is just an explanation
of kind of what we're talking about here.
And you've probably seen some chatter around about it.
But right now I'm looking at New York Knicks,
42 cents versus Indiana at 59.
More volume actually on NYK right now.
Maybe we should change our pick to uh to these tickers
you know i think i need the risk reward i yeah yeah we should i need the risk reward right i
need i need to see i need to see that price come down because i think it's too favorable
if it drops to like if it drops to like you know 25 30 or 25 and even if it comes drops to like, you know, 25, 30 or 25. And even if it comes back to like, you know, the median right there,
I mean, that's, that's a double on your money.
That's, it's very interesting how you can,
these prediction markets are so different than like normal sports betting.
It's, it's, that's why like the liquidity is pretty low when it does that bounce.
So that's why it's like, if I'm going to buy it, then I'm just going to hold it.
Like I found that
there's better with that and then i care a lot less like but i feel like if i'm trying to get
like that quick snipe dip buy and sell the rip sort of thing i feel i'm looking at it too closely
um so yeah i'm just gonna wait for that right now yeah right now it's 42 cents next i feel like
that's too high of odds for nicks winning like it like come on. They had a good game yesterday. But overall, though, like, I'm a New Yorker at heart, you know,
but I don't think – I cannot see them winning the championship.
But if they do, hey, why not?
I mean, the market doesn't think they're going to win the championship.
They got 8% odds they're going to win the championship.
So I don't know if they're going to win.
But anyways, Billie Eilish won Artist of the Year, so we'll see.
Stranger things have happened.
Sometimes reality is stranger than fiction.
But that was a little bonus in there for you.
I know me and Sam have had a lot of fun with this,
along with our buddy Paper Gaines and several others trading,
quote-unquote trading these prediction markets during the games.
Hopefully it's for viewing pleasure only for fun,
maybe some fun money. But obviously, when I draw trend lines on prediction market charts,
it is completely facetious. I just want to throw that out there. And with that, we're going to end
the show. Appreciate everyone that tuned in. We will see you guys bright and early tomorrow morning,
9 a.m. Eastern time on Wolf
Financial, actually on Wolf Trading. Wolf Financial will be in there. I'll be in there behind that
account. And Evan will be there. We'll get you started and we'll take you all the way through
earnings for NVIDIA tomorrow afternoon. Some other big names coming up this week. Stay tuned.
Check out the full schedule right there on the Wolf Financial homepage. Appreciate everyone.
And with that, I am signing off and go Pacers. Thank you.
