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STOCK PICKS FOR THE WEEK
Recorded: Aug. 11, 2025 Duration: 0:49:42Space Recording
Short Summary
In a recent discussion, panelists highlighted significant growth in the cannabis sector, particularly with Andrew's MSOS ETF achieving a 39.47% return. However, concerns about market trends and potential declines were also raised, emphasizing the need for crypto investors to stay vigilant amid shifting sentiments.
Full Transcription
Thank you. Thank you. What is up, everyone?
A couple minutes late here, but it's 5 p.m.
It's Monday, and we're going to get rolling with the stock picks for the week.
We had a great, interesting conversation going on over on Stocks on Spaces that we went over
a couple minutes on, but no harm, no foul.
We get everyone in here.
I know a few people already said that they were a little tied up this afternoon.
I got a couple picks thrown into me real fast, but either way, let's jump into it a little bit.
Let's go over last week's.
Let me get Jordan and that co-host up here.
Let me go over last week's results real fast, and then we'll start diving into it here in just a moment.
Last week, the S&P went up 0.65% since last Monday's close, or well, from Tuesday's open to today's close, 0.65%.
QQQ was up to 1.32%.
Our panel, though, beat the market again, 4.22% collective return across the board.
We had one absolute banger. The best pick of the week and our winner is Andrew, Mr. Real Pristine
Capital, 39.47% return on MSOS. That is our current champion and winner, second place, and we'll get him up here
on stage here in just a few minutes, is Gav, Mr. Wolf Financial himself, who when he comes,
everyone tell him happy birthday today as well. So he had PTIR and ROBN. The collective return
on that was 13.46% for second place. And the third place came down to an absolute boat race here at the end.
Michael Knauss, who sent me a message, said he is tied up.
He edged into third place here, 7.26% return on DAN and FDMT longs.
Vegas, I love stocks.
She had a 7.09% return. So she was right on the hills right there
with a, she had TSLL, the leveraged Tesla, 19.78% on that pick, but the Microsoft dragged her down
and she was in our fourth place. And we'll go ahead and finish this one out because we have
a fifth place finisher that also had a 6.39% return.
That's Sam Solid with UNHG and SSK.
So there is our current results for this past week.
Just an absolute crushing week.
And Jordan, I know I've got a couple things going on here.
Jordan, I'm going to see if you can toss it around to the crew and get us some market sentiment.
And I'll be hanging out here kind of in the background just a little bit.
But I would love for you to throw it over to our champion, Andrew, Mr. Real Percent Capital.
Yeah, let's get it going with Andrew and then we'll get it thrown around the panel.
But Andrew, let's get your market sentiment for the week.
Hey, what's going on, guys? Thanks for having me on.
In terms of market sentiment, I posted our market analysis dashboard in the nest.
So if you look at what's going on in the market, in my assessment, we're getting a lot of mixed
breadth and every day we're seeing a lot of rotation in the market.
But overall, the headline indices are holding up okay.
So we do have a weak patch of seasonality that's coming up beginning in September. But overall, the headline indices are holding up okay.
So we do have a weak patch of seasonality that's coming up beginning in September.
So there's this idea that stocks have done pretty well this year.
Most indices are up either single digits.
NASDAQ might be up low double digits.
But hey, we've got some momentum going into the end of the year.
But we have this weak patch of seasonality coming up.
So at the headline index level, we are seeing some hesitation, but if you're like us in this space and you're active traders and active investors, there's plenty of themes that are
doing incredibly well right now. So that brings me to our market dashboard. You can see the MSOS
ETF absolutely crushed it today. And that's been
my big pick for the past couple of months, honestly. So I'm competing in the US Investing
Championship in the money manager division this year for the first time. And MSOS is the biggest
position that I have on in my portfolio. And I pretty much full-ported this thing.
So it's pretty nuts I've been following this thesis.
And to put it the long story short,
the thesis was that Trump got elected as president.
And prior to being elected, he put out on Twitter that he was in favor of rescheduling cannabis
from a Schedule 1 drug to a Schedule
3 drug. And lo and behold, now the facts are starting to come to light. And it does look like
indeed he's going to follow through on that process of rescheduling cannabis. So really
what I'm playing for in this trade is there's a gap on the chart. If you look at the MSOS chart
and you pull it up, you will see a gap from a few months ago, and that coincided with Trump being
elected. And we got that big capitulatory move to the downside. I think if we get some more
concrete evidence that, hey, this rescheduling is going to happen, I could easily see that gap being filled. That is at $6.84. The MSOS closed out today's session
somewhere around $4.70. So I still see significant upside in MSOS. I was actually away on vacation
last week. I was on a Royal Caribbean cruise. And on this trip, I was drinking every single day.
And I was getting red recovery scores.
And I wish they had some hemp-derived cannabis beverages that I could have drank instead of alcohol.
I think in the future, that is going to be the case.
I really do believe that cannabis, right now, there's still a stigma around it.
But it is much, much healthier than alcohol.
Alcohol is literally just people ingesting poison.
And if you do edible form of cannabis, if you do a beverage form factor for cannabis, it can be a much better option.
And I think we're going to see that proliferate over the next couple of years.
So, yeah, that's going to be my pick again for this week.
I'm really just taking this as a position trade
and we'll see where this thing goes into year end.
So yeah, that's going to be my pick again for this week.
I'm going to go with the MSOS ETF times two.
Thanks so much.
Can I ask a quick follow-up on that before we keep going?
Because I am really interested in MSOS, the rescheduling piece and everything. So the one headline that I saw real fast, Andrew, that maybe you have some more color on this, but essentially it came out a report that, okay, he said a couple weeks, get his thoughts together.
But there was another report that came out later that said the decision's been made. It's just a matter of getting the details in order. Is that where we're
at? Yeah, so no one knows for sure. But if you look at the fact patterns, if you look at what
he said prior to the election, it coincides with what is happening. And here's the real deal here.
what is happening. And here's the real deal here. So for a drug to stay on schedule one,
one of the criteria is that it can have no accepted medical use. So there are drugs like
heroin, crack cocaine, all these horrible drugs, they have no accepted medical use.
But if you look at cannabis, what do we have in 39 or 40 states? We have medical cannabis programs. So it makes absolutely no sense that this is still a Schedule I drug. Really what happened is over the last, you know, we'll call it decade or more, there's really just been this aggressive lobbying from big pharma.
big pharma. Big pharma would love for people to just continue taking pills and getting people
addicted to these substances. That way they can keep making more money. They really have a vested
interest in making sure that people do not get natural remedies for some of these conditions.
So cannabis is really something that's just been held down for quite a while.
been held down for quite a while. But now we're in a situation that is very odd, where we have hemp,
which is a THC that you get, but it's not coming from the cannabis plant. It's coming from the
hemp plant, but it's still the same molecule. So I live in Pennsylvania, and I can, even though
cannabis isn't legal at a recreational level in Pennsylvania, I can
buy hemp-derived THC beverages.
And now there's all these substitutes where you can get them at gas stations.
You can have underage kids buying this stuff.
And they're intoxicating substances.
So rescheduling, all it's going to do is hopefully level the playing field for all these multi-state operators.
And I think it'll really clean things up and make things actually a lot safer.
So it's almost like if you hate cannabis, you should want cannabis to get rescheduled.
If you love cannabis, you should want cannabis to get rescheduled.
The other element which could help Trump is if he reschedules cannabis, this industry employs about like 425,000 Americans.
And those Americans with those jobs will get added into the jobs reports.
So it's going to make it look like, you know, Trump added all these jobs, which we know he wants.
So if you just really look at the logic behind everything, there's a lot of science pointing to this just being an obvious thing. The other last big point is legalizing or at least rescheduling cannabis.
It's wildly popular in the United States. So there was a Gallup poll done not too long ago,
and it's like 70% of Americans are in favor of cannabis rescheduling. So it's just a very popular thing as well. And
if he does it, then he can say, you know, the Republican Party can say, we did this massive
reform on cannabis. We did something that the Democrats said they were going to do,
but never delivered on. So just from a political standpoint, they can gain so much political
capital for doing this. So yeah, that's why for all those reasons, I've gain so much political capital for doing this.
So yeah, that's why for all those reasons, I've been so bullish on the MSOS ETF.
That's why I've been picking it for the last eight weeks in a row.
And yeah, we'll see what happens.
Yeah, I mean, Andrew, you look at MSOS, me and Emp were looking at it this morning while
we were trading futures this morning and just looking at it from June. That was a beautiful, beautiful move so far. And then obviously it's just that momentum is just
keeping going here. Right. So some really great stuff. I'm excited to see where it goes because
I know for a while now you've been talking about that and I've always kept it on the radar. You
know, I mean, we've always been looking at it. So excited to see that things are kind of getting
moving over here. So we'll see where it wants to to go chris patel let's bring you in the conversation get your market
sentiment for the week i personally um i don't care if marijuana gets legalized in depends on
the form like drinking it cool chewing it gummies all that stuff cool with it i'm not a big fan of
the smoking part because the the the
odor is not exactly the most pleasant and the thing is like you can't escape it right so if
someone's like if you go to vegas and depending on which hotel you go to vegas like sometimes you
smell nothing but weed right and they call it skunk for a reason so i feel like hey maybe that's the
one area where i mean then again that's something that establishments have to kind of control also.
But I personally, as long as like it doesn't interfere with just regular people's like day to day lives, I don't mind legalization of marijuana as long as, you know, it's probably something that's not done in a in a in a I don't know, like in a way where other people are impacted.
Outside of that, I am getting to the point right now
where irrational exuberance is starting to make its way into the ether.
I mean, the company that I want to short this week,
I know it's going to sound really bad because the numbers were tremendous,
but it's Palantir.
Like if people do enough research on this company
and really go into what exactly is happening,
this company is worth shorting.
I mean, this is trading at a 600 PE.
It's growth that they keep saying,
that they keep touting, which is their rule of 40.
They've played a lot of games to try to get to that 94 by doing adjusted operating income, where they strip out pretty much all of their SBC. So yes, you're still okay with your rule of 40.
You're still above it. But at the same time, you're playing all these games. They keep
highlighting US commercial growing at 80%, but completely ignore that half of their commercial
revenue comes from international. That's actually going down. The CEO says they're going to 10X in
revenue. And I'm like, I've never seen a SaaS company with a niche product like theirs. And I
know that a lot of people are going to say,
well, they're not that niche. They've got a thousand customers. I'm like, in the SaaS world,
that's not a lot of customers. And I also think that from a scaling perspective,
they're a little bit more cagey than people think. Insiders are selling. Their chief accounting
officer literally resigned in February and she had 500,000 plus shares at the
time. Now she's only got 50,000 shares. So there's so many like little things that are happening. I
mean, yeah, in terms of just headline news, I think there's just a lot of people that are
pointing in directions that they want you to see and not enough like focus on other areas that
people should be looking at. And I'm starting to see that starting to make a big, starting to
become standard, right? Even when they did their Q&A, they only asked two analysts, like sell-side
analysts, questions. One was Dan Ives, who's got like a trillion dollar price target on these guys.
And Mariana, who's also got a tremendous so basically they cherry pick their analyst so
i'm i'm looking at this i'm just like wait a second like you just had a great quarter you
should be willing to open it up let everyone ask questions you know so there's i can't say for
certain that oh they're doing anything fraudulent because i don't think they're doing anything
fraudulent i just think that they're emphasizing and highlighting the best parts of their performance and basically just, you know, kind of being cagey about the parts that they really should be addressing.
And, you know, like I said, that lack of transparency for me makes it something that I'm a little bit worried about. premium that they somehow have that's way beyond what's normal for the industry,
it leads me to believe that there's an opportunity to short this long term.
And I think right now, because the RSI is all the way in the, you know, I think the RSI actually
outpaced to almost like 80 something. I think in the short term, it's worth shorting just as like
away from mean reversion back down to like the 70s. So I think one of the
companies that I'm going to pick is that. And on the other side, I'll probably pick UNHG before
Sam picks it up because I think that the healthcare sector has been oversold. I think the 13Fs that
are coming out right now, they're going to reveal that a lot of value investors, especially bigger
funds have been picking this up. It's trading at near decade lows. The business is in transition right now. It's going to improve margins next
year. And I think anyone who's got even the remote idea of how the insurance business,
healthcare insurance business works, they understand that January is when all the
rates start getting reset and they've already committed to cutting back on some benefits and
stuff. So their margins should improve. They're following CVS and Humana's playbook from last
year. And Humana and CVS have done well because they've actually been able to control their
medical loss ratios. So essentially, these businesses are insulated against a giant
downturn in the economy. And so there's like a hedge there also. And I think right
now that's the other part, that the economy starting to show cracks, you know, I'm not saying
that it's going down in flames right now. But you're starting to see the numbers trending in
the in the direction that that may actually stoke a growth to value rotation in the probably the
next six months to 12 months. I know the AI story
is still there, but I think a lot of people who are, you know, especially bigger funds that have
to move around millions of shares, they're going to start to move early. And that's one of the
things I'm doing right now, just tracking the 13 Fs. And one of the things I've noticed is people
are reducing their exposure to high beta. So, yeah.
Some great thoughts, Chris. And I love hearing about UNH because I'm actually starting to get interested a little bit finally in this area. So we'll see what's happening. We're starting to
actually reclaim that low that we took on the daily and we'll see if we form any structure
and really get some momentum going here. But I'm actually starting to get interested in it.
So we'll see what's going on there.
I know the healthcare sector, and obviously this is a big name that everybody's watching.
So something to watch there.
I just wanted to make sure, like, you don't need to give picks early.
You're good for me to come back to you?
Yeah, yeah, totally fine.
All right, perfect.
Awesome.
Nick Drendelel let's come over
to you and get market sentiment for the week hey thanks for having me on um overall i think we're
in a spot that's pretty dangerous for for the bulls um one thing that i always talk about on
here but is the uh positioning like where is everyone positioned? And NAAIM has the positioning for active investors.
And I say this all the time, but over 95%. And you tend to see a lot of volatility around pivots.
You tend to see good news get sold off because people are extended on their positioning on the
long side. And they need to take some,
some risk off the table.
And last week going into the week, we were at 76%.
I mean, there's big sell-offs the Thursday and Friday of the week prior.
And the market acted really well.
We, we saw like big gap up on Monday accumulation, the rest of the week.
But positioning got so, so heavy
on the long side, we went from 76 to 96 in one week. And outside of the indexes, which were
brought up by Apple, Tesla, Google, like there's three names in particular, there's a lot of crafts
throughout the market right now. There's very, very few earnings gap
ups that haven't been sold off into the first day, or even if they haven't sold off the days
two through five, we've seen very, very little follow through. Reddit is probably one of the
best acting stocks post earnings like Reddit and in Robinhood right now. But those are two names out of,
I would say like 20 or 30 that even with a gap up, they didn't see any follow through to the
upside. They've either seen chop or a pullback. And then we've seen a lot of these software names,
security, software security names get just destroyed over the last two weeks.
So we're starting to lose
groups to the downside, which I mean, after the incredible run that we've had up, it makes sense
that we pull back here. But now we're at a really tough position in the market where everyone is
long at this point. And we've just had another sharp pullback,
followed by a sharp rally.
And there's really no quality bases outside of,
I would say, Chinese stocks to really bring this market higher.
And we're just focused on the most speculative assets
at this point, which is crypto stocks,
a few low float AI kind of names.
And when you get to that point,
but you're seeing all the events that happen like around earnings and announcements get sold off
into, it's not a good sign for like the intermediate term trend. You can line that up with seasonality
too and just say, hey, we're expecting a little chop here. i think it's a good time to to really press
on the shorts if you're if that's part of your trading plan and that's something that you do
but really get aggressive on the short side on some of these names that have
gone up hundreds and hundreds of percents um but like i always say with the when you're trying to
trade an extension like that you have to stay on the side of the VWAP.
Because as much as I want to short Palantir, and it's one of my focus names this week to short,
you can get blown away by how the last few candles of these moves really, really make massive upside moves.
So if you're going to short, just stay on the side of the Vue app.
If price takes out Vue app, just know that in a squeezy market,
like where we're at right now, where everyone wants to be long everything,
it can take you out for a couple more percent.
So don't try to argue with price when these major, major,
I don't want to say major tops in like Palantir,
but major tops in like really speculative names take off.
They're going to make their top and just flush like very, very hard.
They shouldn't give you a lot of issues around your entry points.
So if you're going to short, obviously use a stop and don't fight that.
But I think the time to really press your luck if you're trying to short
is this week where
we have positioning on our side we're seeing cracks really start to form um and all the
liquidity events are being used to sell off into instead of accumulate i love it nick drendel the
big bad bear this week i guess i love I love it. No, no, no.
All jokes.
But no, some reasonable thoughts, I think.
I mean, we're in a big spot for the market.
I'm pretty sure.
I'm always looking at the NQ futures contracts themselves,
but I'm pretty sure NDX, yeah, NDX made another new all-time high today.
While I'm pretty sure the SPX is still lagging in a bit.
Yeah, SPX is still lagging in a bit. Yeah, SPX is still lagging in a bit.
So interested to see maybe we put in a little bit of a short-term high here
and get some downside and kind of follow what you're saying there.
So excited to hear what picks you go with there.
Some good stuff.
Nats, let's get over to you for some market sentiment.
If we got him, we might not have him.
No, you got him.
Oh, I got him. Big dog. There we dog there we are yeah i mean i'll be honest i mean kind of looking at the market i feel like there's been multiple days
especially recently where we are definitely just gapping up and just showing weakness um
so you know that's a little concerning to me.
You know, you start to think, okay, you know, what's,
what has changed more so because we've been so bullish, okay?
I mean, you know, today was another one of the examples. It wasn't a big gap up, but in recent, you know, days,
we've had some decent sized gap ups that just totally died out um so you know i've been trading
very patiently and just you know trying to size appropriately um i haven't been going crazy i've
been doing a lot more spreads so in odyssey you know i'm just kind of seeing where the market goes.
You know, I don't really have a full footprint on it at the moment.
And I'm just kind of waiting for something to kind of come my way more so.
Yeah, I'm with you.
Well, we got some big data this week as well.
Obviously, tomorrow morning we got CPI.
So weird.
Wednesday, we have nothing.
And then PPI Thursday.
Usually PPI is directly after. So I always thought that was a little weird. Wednesday, we have nothing. And then PPI Thursday, usually PPI is directly after.
So I always thought that was a little weird. But unemployment claims, retail sales,
we got some big data this week. So I don't blame you for wanting to be on the waiting side a little bit more. I definitely am going into tomorrow. So we'll see how that reaction goes. And I know a lot
of traders are going to be waiting for that print at 8. a.m eastern tomorrow morning so we'll see how that
goes i i'm with you though a lot more spreads i i love that um not something i do enough of but i
mean the spreads is just so underrated you can sit back chill and make a ton of money while
everybody's getting chopped up so love to hear you're taking advantage of that good stuff we'll
come back to you for some picks in a little bit um i think we i thought we had sniper up here maybe maybe we lost him um oh good we'll get on a we'll get on the picks
amp i don't know if we have a specific order i'm going in right now if you want to chime in
yeah i'll jump in here real fast um i'll say this uh oh we got by the way yeah we usually go in the
order of whoever uh you know kind of whoever was, or third, and then we kind of move around.
But since Andrew gave his pick, MSOS, and then I'll go ahead and call out the other ones that aren't here.
Michael Knauss, I-N-O-D on the long side, and E-P-R on the long side.
Vegas, both of these are also on the long side. RGTI,
she said it was an earnings play, and then also TSLL. She's looking for the continuation in Tesla
with the leveraged Tesla. Gab also texted us he was trying to get back home in time for this,
but I believe he got maybe stuck in traffic or something there in bis and
bm in r are his two picks and that was our second place finisher of course so uh if sniper i saw
sniper for a second did he do you drop on us already i don't know sniper's having some technical
issues that night is just killing us right now well we can, we can go ahead and jump around and get the rest of the panel's picks up here.
Let's go over to Nick.
All right.
Yeah, I'm going to run back that NEGG short, which just exploded to the upside last week.
And that's what I mean by you need to make sure you have stops on these.
stops on these because speculative names, they can squeeze the upside pretty heavily.
Because speculative names, they can squeeze the upside pretty heavily.
But yeah, I think this is getting a little long in the teeth at this point from $4 up
to $80.
Today, we got a gap down and just felt weak basically all day, but still not under the
five-day moving average, which if you study some of these moves, once you crack the five-day
after multiple extensions,
that's really when the volatility picks up to the downside.
So kind of using that like today's low,
and then that'll kind of align with the five day moving average
as my entry on that one.
So if it gaps up again, like don't fight it, obviously.
But we'll go NEGG on the short side.
And then let's see.
SLDP might be too illiquid.
No, we'll go that one.
SLDP on the short side as well.
This one rallied up from like $1 to $4, had a big sell-off,
and then popped on earnings, but couldn't pop back into new highs. Already kind of reversed
on Friday last week, and then inside handled the day, closed basically right near low of day
and flat on the day while a lot of speculative names had some juice. So through today's low and the five-day moving average
would be the entry on that one as well.
So that's SLDP.
Just making sure they're at solid power.
Yep.
Perfect. SLDP.
We haven't had two shorts in quite a while on this show, Nick.
I'm excited to see how this one goes for you. Appreciate that.
N-E-G-G.
Except for me last week, and I got wrecked.
Well, you went long on.
Well, yeah, technically, yeah.
I got it. I got you.
But yeah, just two individual names, both short side from Mr. Nick Drendel, SLDP and N-E-G-G.
All right, I am putting these into the tweet. We'll get a tweet out with all of these, of course. Mr. Nick Drendel, SLDP and NEGG.
All right, I am putting these into the tweet.
We're going to tweet out with all of these, of course.
And let's go over to Chris Patel and see what picks he has for us this week.
Yeah, so I'm going to go with PLTZ or Double Short Palantir.
And I'm going to go Double Long UNH, which is a UNHG.
So yeah, I just think that, hey, there's going to be a rotation.
I'm already starting to see it.
And this thing is trading at eye-watering valuations. And on top of it, on the technical side, it's trading at a crazy technical as well.
So I think if we do get even a minor flush, there's going to be a sell-off.
And when that sell-off comes, I'm sure that there'll be dip buyers but it'll break right through it so yeah i don't mind
being a little bit patient on this one so
boom there you have it pltz which is palantir short leveraged and then unhg from mr which is 2x leveraged long una is unh coming back chris is
that or is this a trade or like hey maybe it's gonna find some value here no i think it's a i
think it's a trade higher um at least because it's just so oversold you know and you look at the
value of the company it's there i think like think, like I said, right now, you're going to see the sentiment shift a little bit with people going more into
defensives. And on top of it, I think a lot of the 13 Fs that are coming out are showing value
investors, you know, dipping their toes into this sector finally. So I think that's going to cause
sort of a sort of a, you know, contagion effect among other people saying, wait a second,
is there really value there? You know, and I think contagion effect among other people saying, wait a second, is there really value
there? You know, and I think from even from, from a legislative standpoint, there's some catalysts
on the horizon with, with possibly ACA subsidies getting extended. I mean, it's a very, you know,
it's a very unpopular thing to take away people's healthcare. So I think from a legislative
standpoint, if there's any sort of
change, you could see a lot of these companies that have been negatively impacted by, you know,
so-called cuts to Medicare, Medicaid, and the ACA, they could end up riding higher. The poster child
for ACA is actually Oscar. And I know that there's been retail and, you know, retail and, you know, excitement around that name.
But for me, I think from a value standpoint, I think I'm more like aligned with UNH because they have a lot more optionality on controlling their margins.
Oscar, I think, will benefit significantly if the ACA subsidies do get extended.
But once again, that's a long shot.
And, yeah, that's not something that I would
want to just gamble on basically. Boom. There you have it. Appreciate that, Chris.
UNHG and PLTZ both on the long side. And if we have StockSniper, StockSniper, go ahead and jump
in. Give us your market sentiment thoughts and then go ahead and drop your two picks for the week.
Can I get a mic check first? Can you hear me?
I'm finally here.
Okay, nice. So yes, I definitely appear as Bitcoin Sniper, but my actual account,
Stock Sniper, you'll see in the listeners right now. I'm having some technical difficulties on
my other phone, so I'm speaking to you through.
You're actually on your actual account, and i think your bitcoin one is in you're totally right my bad but whatever same person um basically what
i'm trying to say um or what i want to go with for these this week's stock picks i got two juicy
ones right um speaking of bitcoin sniper right there i'm gonna have to take btcl um my thesis
for this is you know we just saw some news about Trump
signing a last minute order to delay US. I'm so sorry. I started reading the wrong one.
We saw Trump say, oh my gosh, I'm going crazy. A clear directive to create a strategic Bitcoin
reserve. This is extremely bullish for Bitcoin in my opinion. And, you know, maybe I might be
too early to this, but I think that if they have the clearance to create the strategic Bitcoin reserve, I think they're going to move forward and try to do that as quick as possible.
And for the sake of the competition, I'm going to go ahead and take BTCL as my first pick, which is T-Rex 2X leveraged Bitcoin.
It is an ETF and it will basically mimic Bitcoin on a day to day basis on how Bitcoin particularly performs 2X leveraged.
For my second pick, you know, and again, I feel like you guys might have expected me to say this one, but hear me out and just hear me out.
Right. HIMS is sitting at this it reached down to 49.98 we've seen so many bounces off of this 50 level
hymns absolutely is showing some insanely strong support off of this 50 level and we've seen some
absolutely crazy moves on this name um obviously we've seen some negative sentiment last week uh
towards the end of the week when it was coming towards HIMS, and we saw some pretty violent moves to the downside.
And also HIMS is definitely having a hard time getting above that $62 level.
Every time we do see HIMS get up there, it doesn't seem to want to hold above $60 for that long.
But, however, we have been holding $50.
I mean, we did technically break it a little bit today just by two cents, so I'm not really counting that per se, but we've been holding $50 and it has been extremely
strong.
Sometimes when I'm looking at stocks, I want to see them consolidate or hold a particular
level for a little bit longer of a period of time than making a new 52-week high and
reaching it for only an hour.
That is obviously, there's nothing bearish
about all time highs uh i'm quoting emp right there um but you know i have to say um i really
like seeing consolidation on new levels and you know hymns has broken 50 many many times but we
have not seen hymns hold above 50 for this long um ever so that's personally why i'm gonna have
to go ahead
and take hims. I think that at $50, we could see a nice bounce, but again, keep in mind that I'm
totally throwing out two lotto pot shots to try to win this competition. Um, because, um, I think
that's the objective here and yeah, that's pretty much my two stock picks for the week.
BTCL long side. And then long side, and then, do you want
HIMS or do you want HIMS, do you want
to throw some leverage in there?
What? HIMS is
the two acts long HIMS
from Defiance.
Going once, going twice, do you want HIMS?
I'm sorry, I'm just like flabbergasted right now.
I was unaware of this. Yes. Do you want him? I'm sorry. I'm just flabbergasted right now. I was unaware of this.
Wow.
So do you want him? Yeah, smack H-I-M-Z, dude.
Absolutely.
Thank you so much for showing me this, Amp.
That's amazing, bro.
Hey, you never know.
I tell you what, this show, no matter what, I pick up two things every week.
Whether it's somebody's thoughts, market sentiment, whether it's a stock I hadn't looked into,
or just some tool in the market something every week comes out of this show that's always so positive
on top of all the great ideas shared on here so stock sniper with btcl and himz both on the long
side let's go over to knots and get his two picks for the week uh let's see okay i opened a position long for calls on zeta this today
um when we were live so i'm gonna go with zeta for my first one um three-day dip here um
so i'm gonna i'm gonna take one of the plays on zeta it's also coming right into the 200 sma on
the daily just about 30 cents below so if it dips a little bit lower i think that would be a perfect
you know right here would be fine right around 18 so zeta zeta and then for my second one honestly
you know i don't know this is like the first week I'm coming into this, and I just don't know.
You know what?
Let's go with Roblox.
Let's just do it.
9 EMA on the daily.
I'm not saying it looks pretty, but I mean, just the way it's been going, and I know
it's been going for a long time,
I'm going to give it a shot.
You know what's funny? It's like one of those names where you can just
pick it any week, and it's
been going up for so long.
Yeah, I'm going to give it a shot.
Alright, Mr. Bull Trade Finder
Knots with Zeta on the long
side, and Roblo, RBLX.
Got both of those put in here to my sheet.
Jordan, I almost just want to ask you long or short when I come over to you.
No, no, no.
I'm actually going to give you some individual names this time.
Isn't that crazy?
Let's go.
Okay.
I just figured out there is a 2X leveraged BA, and it's going to be B-A-B-X.
I'm going along that.
And basically, it's on the short-term bull list from Prospero,
and I like the technicals with it.
If it's on the short-term bull list, the internals are good.
I want to be potentially a part of it.
And then if the technicals are kind of lining up, I'm with it.
So I'm going to take a shot with it for the leverage for the week.
It has potential.
I'm not super convinced here when I look at this daily chart.
But we've been in some consolidation.
And I imagine if we're going to break out of it, we break out to the upside.
I don't imagine this falls apart.
So we're going to take that.
And then I'm also going to take another one from the short-term
bull list on Prospero, which is Spotify, which we just filled a nice gap on. An interesting name.
I don't really look at this much and I definitely don't treat it, but it's been doing really good
and just came off of a nice dip, just filled this gap. And it looks like we're kind of backtesting
that gap. I'm interested to see if this wants to keep going higher back into some of these highs. We have resting above this
700 area. So we're going to try that long too. Unfortunately, no leverage Spotify that I could
find at least, but maybe here in the near future, I'll look again and we'll see a leverage one.
We'll see. But that's what I'm going to go with this week. That's what I'm feeling.
There he is
spotify is an interesting one that dropped like 10 12 on earnings consolidated for a couple days
and it's come right it's above where well today it closed right below but it's basically right
before it came back to the area where it was whenever i had the earnings drop already so
nice recovery there on spotify jordan is long Spotify. And the other one was
BABX, which is Baba. Boom, Baba. These Chinese stocks just look ready to explode on the chart.
And I don't know if I have PTSD or not, maybe a little bit of that, but there's a lot of China
names that I really want to be long right now. And I've been just like, keep biding my time and it's probably going to run away from me. We talked about KWeb on this
very space about a month ago, somewhere in there. And I think it was like early July and it absolutely
launched, came back, back tested, took off again. And I've just been, I'm not going to say what I've
been doing. I've just been sitting here with my portfolio flat when it comes to China exposure.
We're going to keep it PG on this.
But I completely missed this over and over.
Nick Trendel, I saw you unmute there.
Did you have some comments around China?
Yeah, I think the best stock in China right now, TME, made new highs today.
made new highs today. They report tomorrow before the market opens,
They report tomorrow before the market opens.
but they've been like one of the few names that like gapped up on their last
earnings and then just ran, held a 20 day the entire time,
except for that shakeout two Fridays ago,
that was just a breakout retest on K web.
And that's going to be a major focus of mine.
TME FUTU and thenweb are the kind of three what do you have any
thoughts like another one that i hear mentioned all the time is jd and jd's chart just doesn't
look anything like some of these other ones like obviously i know bob has got the ai involved in
some of these china names just in general you know three-year bear market almost if you want
to call it that but that what a tencent one looks really good and then what was the other one you just mentioned
futu oh yeah futu yeah yeah and they i believe they own muumu the brokerage and some other stuff
like that but do you have thoughts on jd though jd like trash. It's under the 200 day, the 200 day is down sloping.
It's below the 50, the 20.
We have plenty of names to look at.
Why not look at the leaders in the group?
Yeah, no, it's just so weird.
JD always gets mentioned when people talk Chinese stocks for some reason,
and it just looks so different than all the other ones.
I almost want to just delete that from my watch list.
I wouldn't have it on your watch list. Yeah. So deciding to learn at the 200 day, if it gets over the 200 day, you can give it some of your attention, but you're way too
valuable to be looking at JD. Can add it back there. Yeah. Very interesting. We did see China
news today where Trump actually signed that executive order for the 90-day pause.
Do you think anything's going to come out? We had the news around NVIDIA and AMD last night that they were going to pay a 15% export tax, which I assume they're going to try to pass along.
That's just a thought. I don't know that for sure, but I'm just curious, do you see anything
else developing with that? Do we think, hey, China, by the way, we're going to start charging you extra for our companies exporting to you?
Is it just semis, just those two?
And then I guess the final piece of that question is, do we think, hey, the China relationship, I mean, Trump's comments are actually very positive around China and Xi today.
comments were actually very positive around China and Xi today.
Nick, I didn't know if you had an opinion on any of those.
I do not. That's way past my pay grade. I'll just look at the charts, find the ones that
are going up the most. Hey, I like that. Keep it simple, right? Trade the ones that are going.
You know what? Buy low, sell high, right? Sometimes I feel like that keep it keep it simple right trade the ones that are going you know buy low
sell high right sometimes i feel like that should be the the thing i just go back to sometimes
overthink some stuff there nick i appreciate you and i believe we have everyone's picks in place
here let me just run through these real fast we have msos from andrew at Real Pristine Capital. Nick Drendel, who you just heard from, has a double-sided short SLDP and NEGG.
Michael Knauss, who couldn't make it here today,
INOD and EPR, both long.
Chris Patel, PLTZ and UNHG, both on the long side.
Jordan is BABX and SPOT, Spotify, Vegas, RGTI and TSLL,
Thuxniper, BTCL, HIMZ, GAV, NBIS, BMNR. We'll see if that Ethereum can keep going there.
Knott's hit us with the Zeta, ZETA and Roblox, RBLX. And for my two picks, I'm going to just copy Nick Drendel.
I have two shorts here.
My one short is on TNA, the IWM, the chart on IWM.
I know it's just sitting here going sideways
because they're probably waiting on some data.
I feel like there's a downside risk
that maybe it's a little bit hot.
Maybe for whatever reason,
Powell and the Fed push back a little bit on this next cut. I don't know. We'll see what the data looks like
this week, but it just looks like, and this could be where, hey, the data comes in and a bad chart
starts to look really good, but the IWM chart just does not look good to me at all. So I'm taking the
bet on the downside there that it's going to come back and at least retest that 200 day or the 50 day again.
We'll see that could happen. And we could come right back up to this area by next week.
And I could look dumb on the timing of this, but I'm going to give it a shot.
My other short is Adobe, A-D-B-E, Adobe.
This name just every I mean, they just keep selling it.
And it looks like it's just ready to just fall off the side of the table here.
I don't know.
I try to look at Adobe and think, okay, don't shorten the hole.
But you have a market making all-time highs, and you have us at April lows on Adobe.
And it just doesn't look like it's getting any better.
Earnings are still a few weeks out.
So I just wonder if there's some more de-risking before that happens.
Maybe we go test some of these lows from back in 2022 if we break this level here right around 330, 332.
So we'll see if we get that move.
And that does it for all of our picks.
Jordan, anything from you to wrap us up here today?
No, sir.
A great Monday, a great start to the week. I'm
excited. I'm excited for the rest of the week. We'll see how the CPI data goes in the morning.
And yeah, let's have a great one. And hopefully we get some good picks by the time we check back
next week. So we'll see how it goes. Everybody have a great night. Boom. There it is. I just
pinned that tweet up top. If, of course, any of the panelists,
if you see an error in there, please let me know in the next 30, 45 minutes so I can get it
corrected. But that's all of our picks for the week right there. We'll see what happens. Obviously,
CPI data coming tomorrow morning for Sing and PPI on Thursday. And of course, NVIDIA earnings
still lurking down the road just a little ways
here. The Ides of summer, summertime kind of, I don't want to say summertime sadness,
but we do have a little bit of kind of a summertime lull here, but the market just
keeps floating higher and shaking off everything. So we'll see where we're at. Big shout out to the
crew. Make sure you go in and follow all of these great stock pickers that come up here each and
every week. We really appreciate their time.
Check them out.
We'll improve your timeline.
And check out the things they do on and off this app.
I know a lot of them have different live streams
and other places where they dive a lot deeper
than they do during the hour
that we spend here on Monday evening.
So big shout out to the crew.
Big shout out to the audience for tuning in.
And thanks to Jordan for helping host us a little bit today.
We will see you guys first thing tomorrow morning.
Our future show will be open at 8 a.m. Eastern over on Wolf Trading.
We've got a whole day full of spaces and a full week, as always, of spaces right there.
Pen tweet on the Wolf Financial account.
And if you see Gav Blacksburg anywhere today, tell him a very special happy birthday for us, please.
Thanks, everyone.
We will see you in the morning. Thank you.
