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STOCK PICKS FOR THE WEEK!
Recorded: May 5, 2025 Duration: 1:11:06Space Recording
Short Summary
In a lively discussion, market analysts shared insights on stock picks, market trends, and potential growth opportunities, highlighting a significant 18% rise in the S&P 500 over recent weeks. Participants emphasized the importance of monitoring earnings reports and market sentiment, with a focus on key resistance levels and the potential for further growth in small and mid-cap stocks.
Full Transcription
Thank you. what is up everyone good evening uh happy monday may the 5th here we are stock picks for the week
the show we run each and every monday at 5 p.m eastern so good, good evening, good morning, wherever you are at in the world tuning in.
We appreciate you joining us for this show.
And hey, we've got some good picks to go over.
We are going to make sure and we'll go through the normal process.
We're going to hit market sentiment.
We're going to hit our stock picks for the week.
We're also going to do a update on our year-long picks today. So we want to take a look back at some of those and see how those are doing.
I know some of our pickers here are absolutely crushing it compared to the market. This past
week, market moved up about 2.6%. Our stock picks on average were right in line with that 2.2%. But
within that, there was some absolute bangers
in here. I'm sure we'll get a victory lap from our winner here very shortly. But before we do
all that, I do want to start going around our panel and get everyone up here on stage. Nick,
I see you down there since you invite as well. And we've got a solid panel tonight. Let's go
through some market sentiment thoughts and see
what everyone is seeing out there in this market, what their thoughts are. Of course, QQQ did make
it up to that 200-day moving average SPY, just short of it, but still hanging out up here.
I mean, we've been up, what, eight, nine, 10 days in a row, it feels like. So some very interesting
times in the market and a lot of news, things moving around,
exemptions, walkbacks, fold-ups. I don't know what you want to call it, but I'm here for it all.
And let's go ahead and kick it off. Ben, got to hear from you a little bit earlier today,
as usual, on our Small Cap Show. And we'd love for you to reiterate some of those market sentiment
thoughts for the crowd today. All right, sure.
So we're in a tricky spot right now because we're at the 200 DMA on the QQQ.
So, you know, we got exactly what I thought we'd get,
which, you know, at this point I'm just calling a reversion to the mean to that 200 DMA.
And I don't know.
Honestly, I raced some cash Friday. I shorted the QQQ a little bit,
and it didn't, well, I guess at the end of the day, QQQ fell off, but it's definitely a little
bit nerve-wracking anytime you're at these key levels, because obviously it's resistance,
but at the same time, it's a breakout level if somehow, you know, there's some catalyst that gets it over that top. But I think risk is to the downside now.
However, as I mentioned, the small cap spaces in this rally, especially since QQQ passed
the 20 DMA there on April 23rd, from April 23rd on, small caps and risk assets didn't
really participate until like Thursday, Friday.
That whole move was just a few mega caps and the indices and underneath was really, really poor price action.
You know, a lot of times at the tail end of a rally, that's when you finally get these risk assets doing a little bit well.
And that could be the, you know, that could be a further sign that QQQ is kind of at a seam here, QQQ
spy.
But if I had to bet, I would say this 200 DMA is going to hold as resistance until we
get some sort of significant catalyst that changes the fundamental picture.
What could that be?
Maybe if rates with Powell, I don't know, at some point this week FOMC,
I don't think it's going to drop rates, but a surprise cut, could that do it?
You know, do we need some significant deal with tariffs or we need like a tax cut deal or something?
Do we need some significant deal with tariffs or we need a tax cut deal or something?
Some significant catalyst has to happen in order to get over this 200 DMA.
And I always say those big long term moving averages, especially the 200 daily and the 200 weekly, that those technicals are representative of fundamentals of a fundamental reality.
of fundamentals, of a fundamental reality.
It's like a demarcation point between people's sentiment of are we going to head to a recession
or not?
Do we have a good economy or not?
So that line is very meaningful.
And that's how I look at whether we're going to break one of these lines above it or get
resisted by it.
For me, I'm really looking at the fundamentals and
the catalysts and how that's being perceived by people to see if, you know, that's enough to
change the narrative to take us over the 200 DMA. So a little bit nerve wracking here because I am,
you know, short a little bit as a hedge. And, you know, if we pull back from this 200 DMA,
is that going to take my small caps down with it also?
I'm not sure.
So in a little bit of a touchy spot.
That being said, as I spoke about earlier on the other show, this week is full of really exciting earnings for me, you know, starting here with hims and pounds here.
But there's lots of small and mid-cap names and
growth names this week that are reporting, and there's like a list of 10 of them that
I'm really bullish on.
I own about six of them in my long-term account, and I started making some short-term bets
on some earnings beats that I expect this week.
So despite the indices being up here, I still think there are opportunities they can find
as a stock picker.
So there you go.
That's my market sentiment for you.
Beautiful job kicking us off there, Ben.
Let's keep it moving around,
and let's go over to our friend Andrew,
Mr. Real Pristine Capital.
Yeah, what's going on, everyone?
Yeah, in terms of what I'm seeing in the market,
the S&P 500, as Ben mentioned, we have that nine-day winning streak.
And the S&P is up like 18% in 18 trading sessions.
So it's important to keep that in mind.
Like, of course, we have the exact mirror of that in a few weeks prior.
So in April, it was like we had a down, let's call it 20% move,
then just a straight shot back up. So that's a ton of volatility and really like a ton of
opportunity to the short side and the long side. So I think we're at a point now where is my
expectation that the market is going to rally another 18% in the next 18 days? Absolutely not. I think we had
the huge volatility spike, the huge overreaction to the tariffs. And now that move has been
unwound. So when it comes to the markets, I'm more of like a longer term swing trader and
position trader. And in my workflow and in my process and what I'm doing,
it's very rare that you get moves like that. It's like these 18% moves. So when they happen,
it's kind of like you just have to be thankful for the move and then just kind of wait around
and see what happens next. I think this market is really being driven by the macro
situation. So we have Donald Trump, the US president, he's in the process of negotiating
some trade deals. And the market rallied in anticipation of just much better things on the
trade front. So I think now the market, it would make sense for the market to wait to see more
progress. It's not just going to keep ripping higher when we get
no positive developments on that trade front.
So yeah, I think it's just important to be patient and see how these macro developments unfold.
And then on the other hand, with individual stocks, just take a look and see how the earnings
unfold. So we kind of lucked out where most of the big mega cap tech stocks reported earnings.
There was no like cataclysmic fall on any of those reports, which is great.
But we didn't really see any new leadership stocks emerge from that group either.
So now today we got Palantir. They reported earnings after the bell.
And Palantir had an awesome quarter. But again, that stock is up 88%
in like 18 days. And it's trading at like 100 times trailing price to sales. So it's just
important to be cognizant of these things. And these things can't just keep moving up in a
straight line forever. So yeah, my stance on the market right now is pretty neutral, to be honest.
I'm not seeing a really high degree of edge getting along after this big move higher in the market.
And then I'm not on the other side where I just think we're going to crash and retest the lows
either. For me, it's really just kind of being patient and looking for some opportunities when
they appear, and especially as the geopolitical landscape changes. So that's kind of where I'm at. I would say right now it
feels like for my process, I don't see a ton of edge out there and a ton of good reward to risk,
but I'm really just monitoring all these earnings reports. That's my main focus
for the next week or two, just really taking a look at all these numbers and seeing if there's any stocks that potentially form a power earnings gap set up.
Appreciate those thoughts, Mr. Andrew. Nick Drindle, let's go over your direction next, please, sir.
sir? Yeah, I'm basically in line with the other two speakers. I think we had a really,
really powerful move off the lows and a pretty well-defined leadership groups with cybersecurity,
software, aerospace and defense. And what was the fourth one I had listed? Oh, educational
platforms like Duolingo. So I think at this
point, we're railing right up into the 200 day simple moving average. It's a very obvious
spot. If you look to the left, that's where our kind of mini rally back in mid March teetered
out. And we're right in the middle of all these growth stocks earnings. So at this point, I think the super easy money has been made on the last 10 or so days.
Right now I'm just trying to stick with those leadership groups and the leading stocks within
those to see how they handle a pullback.
Because if we get a 4%, 5%, 6% pullback on the indexes, some of these stocks that are
going to be true leaders for the next upcycle are going to hold just trading sideways or maybe just pull back to
a shorter term moving average, whether that be the five day, the 10 day.
So now is like really the exciting part for me is we've got the leaders, we've got the
leadership groups. Now, when we get a pullback, we can gauge all those for relative strength for
an actual nice clean uptrend. I would categorize the move off the low and then higher low as just
a nice change in structure. Then we had that first burst, but now we're at the part where
short-term traders are taking profits. A lot of long, or a lot of people who didn't trust the rally early on
are probably getting long right around this area.
So you tend to get some volatility around that spot.
So instead of trying to crush it right here,
I would just be doing a little bit more research
and making sure that I'm on top as a liquid leaders.
And if you want to balance out your portfolio with
weaker stocks, I think the market's going to do one of two things here. It's going to either
trade sideways while we see money rotating into some of the weaker groups like home builders,
like retail, like energy with XLE, or we're just going to actually have like another steep pullback
here. So I'm kind of, I have two lists of ETFs, like the strongest ETFs and then the weakest ETFs.
If we see rotation into the weaker ETFs, while the strong ones just trade sideways, that's
as perfect as we can ask for in the market. But if we see, instead of that rotation,
if we just see money leaving the market altogether,
then I'm likely to hit some stops,
go back to a larger portion of cash,
and then just go from there.
Yeah, great thoughts, Nick.
Michael Niles, let's go over to you next.
Yeah, I think I'm going to track a lot of the other guys' sentiment.
Just say, I think the lows for the year are probably in.
I also probably think the highs for the year are likely in.
So it's going to be a mess.
And I think it's going to be certainly a messy market.
But what we're seeing is rotation.
We're seeing bifurcation between names that are really strong and the names are really weak.
I think one of the prime examples out there is what happened to oil today versus what happened to
defense. So ITA is a good defense sector. that hit new all-time highs today.
And again, so, well, new all-time highs Friday.
I think it, I thought it ticked up today, but still at all-time highs.
So we're seeing, depending on where you are, markets are looking completely different.
Hardware, for example, with NVIDIA and all these are still underperforming.
Software, however, is doing great, right?
Netflix being another example of that,
even shook off the tariffing of movies,
which was, I think, one of the most hilarious things I've ever seen,
and closed almost green on the day.
So it's very much a, it feels like it's just the market
trying to figure out what stocks are going to be impacted by tariffs and what aren't.
And then just going through that and systematically selling the ones that are going to suffer and buying the ones that aren't.
And I think that's our game as well.
And thankfully, we don't have to be those people who are locked in a Goldman Sachs basement somewhere trying to figure this out.
What we need to do is just look at what they're buying. locked in a Goldman Sachs basement somewhere trying to figure this out.
What we need to do is just look at what they're buying. And how we find that is look for relative strength.
So I think that is going to be more important.
It's always important, but I think that's going to be more important than ever this year
and even for the remainder of this year.
Because if whatever policy is going on down there remains,
the market is kind of placing
its bets right now and saying i think palantir is going to do well i think netflix is going to do
well apple not so much nvidia not so much so i don't think we should over complicate it either
i think we should kind of play that game as well buy Buy things that the market are deeming as winners
or as market winners. Sell things the market's deeming as tariff losers and losers from the
current administration's policies. And just go from there. Because the beauty of it is you've got,
I think you guys have, what, another three and a half years of this. So if the policies remain
the same, there could be some really good trends that come out of this, right? Just make sure that you're there and you're focused on them. So when it comes to the overall
market, what does that mean? If some sectors are going to do amazing and some sectors are going to
do poorly, it just means the market's going to chop. I mean, it's not going to be much fun to
be someone who's trying to predict or profit from the direction of like the NASDAQ or the S&P 500, the actual indexes
themselves, because they'll probably be a lot of wide range shop. So if you're an index player,
start day trading or probably find something else for a while. If you are a individual stock trader
and a trend trader, I think there's a lot of a lot of interesting things that are going on right now
and a lot of interesting things that are that are going now and a lot of interesting things that are going to happen in the future.
So it's our job just to kind of listen to the message of the market and try to figure out which of those names it's going to be.
Yeah, great points there, Michael.
Great to have you back on the show as well.
Chris, let's go your direction next and see what thoughts you have.
So I'm getting a little bit worried.
A couple of things are starting to kind of come up a little bit on my radar, which are just, I want to say they're scaring me, but it just has me a little bit on edge.
Credit markets, on one hand, there was an interview with Oak Tree Capitals, I think one of their co-CEOs, basically describing how certain LPs and private credit they're trying to get out.
And they've been selling literally like 50% off, so 50 cents on the dollar on some of their stuff.
On another hand, I've seen LPs taking NAV loans on their holdings and private credit
has been underperforming and now they're actually reaching into retail shareholders, which is
kind of crazy to see.
On top of that, I'm looking at housing data and housing data just keeps, it's like an
upward trajectory of new inventory coming on and buyers have pretty much all
been disappeared, especially with the current rates, the way they are, there's just not
a lot of room.
And then on top of it, you've got the Trump administration changing some of the COVID
era rules that the Biden administration put on things like FHA loan modifications that basically give you like this unlimited
retry situation that they had that basically kept a lot of people in their homes. And then now with
student loans, where they rolled back credit reporting to student loans on delinquencies,
and now actually garnishing wages. So everything that's being done right now is sapping buying
power from the consumer market. And so what I can see in the future is on one hand, you've got all
these overpriced homes that, from an affordability standpoint, are way beyond what normal people can
afford, especially on the medium incomes medium, medium incomes in certain areas.
I mean, and they're not like small, like small affordability gaps.
You're talking about 30, 40% affordability gaps.
And so I've just been basically researching into some of the mortgage issuing standards
that have been out there.
And some of the stuff that I'm reading about, it got me a little bit worried.
I'm not, I'm not going to say it's like crazy, but a lot of the process that I'm reading about, it got me a little bit worried. I'm not going to say it's
crazy, but a lot of the process on underwriting has started to become automated and DTI levels
have been extended really high up. So in the event that we do have a recession, there are going to be
a lot more defaults than the market's ready for. And on the other hand, because of the frozen
housing market, there's a lot of people that are probably not going to be selling their property
to buy new things, even if they're getting a great deal in the next one. So there's kind of
like this lock-in effect that's been keeping prices high. But now I think we're going to see
a reverse of that. and then demographics is also
another problem that you run into where you know this younger generation is just not having a lot
of kids and so they're not buying all these mcmansions they're they're sticking to apartments
and rents and it's not like they could even afford a home anyway because their incomes don't match
the the amount required to buy a home and their credit is not good enough because they have
all the student loan debt. So that DTI calculation gets messed up even more. So there's all these
like whirlwind of like negative things that like are starting to kind of pop up a little bit. And
so now I'm trying to understand what's going on and why the administration is doing what they're
doing. And they're hardcore trying to get interest rates down.
OK, and the only way they're going to do that is by crushing inflation.
And how are they going to crush inflation?
Easiest way, most effective way is through recession.
So I don't know how the tariff thing is going to work out.
But in my opinion, the recession has basically gone for me from about
50% chance of a recession, I would say to about 90. And there's a possibility that we could be
in a recession right now. Because remember, everything is backward looking. So I think some
of the data that we're seeing right now is very near term to Liberation Day announcements. I think
that the data that we're going to see in the summer is going to be something that we're going to have to monitor very closely. And these trade deals, if they're,
if they don't live up to what the market is expecting, we could see another sell off again,
and we could see another crack at the crack at the bottom. So I would just say, I'm just,
I'm not optimistic about the market by the end of the year, but I'm not pessimistic.
I still think that there's a lot of good things our way because of AI and technology.
But on one hand, I'm just being cautious, basically.
So, yeah.
Oh, and not to mention, CRE in certain regions is crashing too.
And there's a whirlwind of debt that's coming due on the corporate side that's all getting refinanced between 25, 26, and 27. And so if they have to refinance at current market
rates, let's just say there's not a lot of places that are going to do really well. So yeah.
Sorry. No, I loved it.
I come from the real estate world and everything you said is spot on with what I'm seeing as
well.
I couldn't agree more.
Honestly, very, very interesting spot with mortgage rates continuing to stay super high
as well.
Just a lot of issues over there.
So very, very interesting point there.
Appreciate that, Chris.
Sam, let's go over to you next and then we'll hit Jordan to wrap us up.
Yeah, I saw the same interview with the gentleman from the private credit markets. And I've been keeping an eye on the credit spreads.
on the credit spreads. And you would think that the market basically making its,
what was it? 18% move in 18 trading days, ridiculous move from the lows. I mean,
let's be honest, the sentiment was really bad just a few weeks ago. It was a very good
opportunity to be buying heavy, to put on calls, whatever it was.
But now that we've reached these levels,
especially since like nothing fundamentally changed
other than just postponing tariffs for 90 days,
we haven't really seen any development
as far as the tariff goes.
And yeah, I think there was like about a 50% chance
that there was going to be a Fed cut in May or on Wednesday a few weeks ago.
And then now that's pretty much nothing.
So the Fed is expected to not cut.
They're expected to pause.
And then now people are talking about a June cut, which could happen.
But at the same time, I wouldn't expect a June cut to be anything dramatic other than like, okay, well, we have to continue
loosening monetary conditions because the data isn't getting materially better and it's not
getting materially worse, but monetary conditions are still tight. So I would expect them to cut at
some point this year. The degree of how fast they cut is probably going to be the big question.
And while you're still seeing that, even though the credit spreads have probably retraced about
50% from their 4.5% spread between the risk-free rate and corporate bonds, you still are not
getting that kind of bounce that you had seen in the equity markets,
which had been mostly centralized around the leaders that someone was talking about.
Like a few weeks ago, I was buying CrowdStrike.
I was buying Hood below 30.
I was buying a little bit of Snowflake.
I was buying a lot of Rubrik, a little bit of Amazon and so on.
And I did centralize a lot of my buys around software, mostly because for me, the big
tell was the IGV over SMH ratio. That has been, basically software has been massively underperforming
semiconductors for quite some time. And when you see that reverse since July of 2024, the market's
kind of telling you like, you know, software's in
play, right?
We're going to continue buying software.
We're not going to buy semiconductors as aggressively.
And if you even look at a lot of the charts, like SMH has not bounced that much since
the lows and it's been underperforming the Q since the lows.
So really like what is leading the markets when it comes to semiconductors?
Don't get me wrong, like in this AI era, which I do believe that we're in,
I do believe we're in the early innings.
You're thinking of something short to medium term,
which is the reason why we're in the stock pick for the week.
I don't know if I would pick anything that's data center related,
mostly because it's been lagging.
I mean, you know,
NVIDIA is always going to be the leader of the entire AI race and it will
continue to be,
and that could make all new time highs while the entire semiconductor sector is
lagging. But then you have cybersecurity companies like CrowdStrike,
Palo Alto, especially Rubrik, Zscaler, and so on.
Those companies,
I don't see how any company is going to look at their budgets across their
entire organization and think like, Hey,
we need to cut our cybersecurity budget. We're running pretty hot here.
No, they're probably going to cut marketing
and they're probably going to cut the fat
in other departments that can necessarily be automated.
So with that being said,
as far as my stock pick for this week,
I do think rates have pulled back pretty considerably.
I was somewhat short-term bearish rates
about last week or a couple of weeks ago.
I forget what it was when tlt was around 90
bucks um sold my tlt position and then edged back into it today so i'm going to be bullish on long
term rates and going to expect maybe some commentary maybe we're going to start to see
some uh quantitative tightening officially end this uh this this fomc meeting or so on but
of course you know whatever pal says what the market's going to move off of,
not necessarily what he does.
I think what he does is more important for the medium term.
But as far as the short term goes,
the market is just listening for the words
that are coming out of its mouth.
So I do think that we're not going to get the summary
of economic projections this FOMC meeting,
but we're going to be getting in June.
So we're not going to see anything as
far as a forecast change for the long term. But I do think that rates are going to pick back up
a little bit. We bounced pretty considerably off the lows for TLT today. I think it bounced around
86.80. And then it bounced pretty considerably since then, I think like a few percentage points.
So I am bullish rates in the short term. So so i'm gonna pretty much make my stock pick for tlt for this week um and i'm also going
to be uh making my stock pick for reddit as well reddit's earnings were actually really good um the
stock was about 20 up when it reported its earnings And then as soon as they made that comment regarding getting cannibalized by Google, the market didn't really respond to that pretty well.
But I do think as far as the fundamental goes, I mean, this company is printing cash. Its margins
are really good. And if advertising is going to come back, which we've seen with AppLovin as far
as the sell side platform goes for gaming, and then we have Reddit, which is pretty much its own wall garden for its own platform.
I think the degree of usage for advertising is going to come back.
And the sentiment has been hit pretty hard.
And I think the damage has already been done for the entire sector.
You saw TTD pretty much down more than 50% from its all-time high that it reached just a few months ago.
And then you see other advertising companies that are down as well.
But when you look at the reports for Meta, for Google, as far as advertising goes, for
Amazon, advertising is strong.
I mean, even though those are walled gardens, which basically means that they control the
sell side and the demand side of their own platforms, I think there's a considerable
amount of recovery for the advertising sector. So I am
actually long ready in my portfolio. I did add a little bit to it this morning, but nothing of a
dramatic change, just a few shares. But as far as that goes, I am bullish Reddit for this week.
I do think Reddit will outperform the equity indices. I'm not necessarily bullish on the indices this week,
but I do think that we're going to see a little bit of outperformance,
which means that Reddit might not be green for the week,
but I think that it will outperform the indices and perform better than that.
However, I do think that rates might come back.
If indices pull back, what we've seen was a negative correlation
with TLT and the uh the et and the
indices uh per se in the last few weeks so i do think that if if equities pull back or a stagnant
uh we're gonna see some uh we're gonna see a bid come in for uh tlt and uh yeah that's what that's
what my stock just two right yes sir yes sir all right all right and um yeah that's pretty much it and
i mean go go mexico man go go um there we go okay i'm i'm on board with that i guess i don't know
if everybody will agree with that but i appreciate the shout out there uh mr sam solid with the tlt
and rddt long picks um jordan i don't think we've heard any market sentiment thoughts from you.
So if you want to drop those in here quickly,
then we'll hit last week's winners and go around the panel for the picks.
Yes, sir. What up, what up?
Yeah, interesting Monday.
I mean, I was kind of gone all of last week
while we were having this amazing price section to the upside.
So I missed a lot of it.
But, I mean, beautiful price section. We saw last i missed a lot of it but i mean beautiful price
section we saw last week wednesday kind of we traded down um we kind of just swept all the
monday tuesday lows and then ended up trading higher and we're kind of just sitting at those
targets that we ended up um hitting uh right around what is that the april 2nd high that
wednesday high on nq we've hit that es hasn't quite hit it yet. So interested to see if that wants to get up there or we want to kind of get selling
from here.
To be honest, I'd like to see a little more structure on the higher time frame going into
tomorrow and the next day.
But long story short, I mean, really on a on a four hour time frame, when I look at
where we are, I'm getting closer and closer to being more bearish in this area for at least half the week.
It's really a matter of if we can get back under this $20,000 on MQ.
I know you're kind of watching that area, too.
I'm really looking for this four-hour candle to get aggressive through that area and close below. And if we can, I'm honestly, I'm going to be pretty bearish until until those Wednesday,
not Wednesday lows. Wait, I guess that would be. Yeah, right around Wednesday lows from this last
week. So give or take that 19,090 area is kind of what I'd be looking for if we can get that. But
this market's been really strong. So, you know, I'm letting it I'm letting it rip if it wants to.
But I do feel like today, especially into the Monday, wasn't a surprise that we kind of got
that selling into the end of the day after having a ripping week last week and then just continued
rip today, even though it was a lot slower. I had to expect, you know, we'd rebalance a little bit
lower today and we did for sure. So now I'm looking to see if I get, you know, my short
model on a higher time frame here. If it gets set up great, I'm going to be more bearish,
you know, into the rest of the week. If we're holding this area, I mean, I have to expect we
go back to Friday highs. That's just that's, that's the next spot if we're going to go higher,
right, is those Friday highs. But we saw some clear rejection out of a few imbalances that we
could have easily gotten above in the back half of the day, especially with how strong we were
looking and go to those Friday highs. And we ended up rejecting. So kind of in the middle here,
kind of back and forth, even on a higher time frame here. But yeah, ready for anything. Just
kind of trying to play the reaction game versus predicting here and right now I'm just like stuck in the middle so would like to see an aggressive move down um to to actually
get the short model going but if not I think Friday high is coming to play and then that's
where I would actually look for the short because I you know I I love to be bullish on the market
and I and I know I've been really bullish these past two weeks but I do feel like we've hit some
big targets I mean if we're if we want to go higher and hit that next Wednesday high on NQ, I guess we can into
20,000 530. That would be the next big spot on the daily that I see. But I don't know,
I just given the structure we have, I don't see that happening this week. I'd rather see us if
we are going to go higher, just go to Friday's highs and then trade lower from there. So that's
kind of what I'm looking at a little mixed up. But hopefully we get some to go higher, just go to Friday's highs and then trade lower from there. So that's kind of what I'm looking at. A little mixed up.
But hopefully we get some more structure over into tomorrow and the next few days to get a little bit more clarity on this market.
But definitely have to feel more bearish here than bullish, even though this market's insane.
And on a monthly time frame, I made a post about this in my personal account.
We just have this giant monthly imbalance that we've traded back into.
And it's either we can respect this and go lower or we run through this.
And in my opinion, it's straight to all-time highs if we run through that.
And running through that will be a weekly close over, or a monthly close, sorry, over
$665, $20,665 area on NQ.
So, I mean, if I see aggression over that, I'm expecting all-time highs.
Just letting that higher time timeframe tell me the story. And if not, I mean, we should get some beautiful sales from
this area because this is an area in which I expect the market to be manipulated massively
to go lower. So ready for the plays, just don't have a whole lot of conviction yet. But I guess
you can call me more bearish than bullish here. Well, you've got about 13 seconds to come with some conviction here
because our winner last week was Mr. Gav Blacksburg,
Wolf Financial himself, with the Duolingo pick, 28.94% return.
His average return between his two picks was 12.31%.
He also had leveraged Tesla, which was down about 4%. But even with that,
a nice return from Gav. Gav looks like he dropped off here. So I just sent him a text to see if he's
got any picks. But our second place finisher was Jordan, TQQQ. Jordan up 10%. And then you also had
BTGD, which was basically break even. So your average is right there at 5% return.
You are our second place silver medal winner for last week. What are your two picks going into this
week? Let's go, baby. Shout out Gav. He had some good picks. We were talking about it over the
past few days. So good stuff there. I think this hurts me to do because I've been so bullish and
I, you know, it'd be nice to see this market move into some higher targets, but I'm going to go short TQQQ. Wait, that was one too many Qs. TQQQ. We're going to go short that. And then I guess it's kind of hard because I'm looking at Tesla too. And, you know, Tesla is kind of, you know, a leader with Qs. And Tesla's actually looking really good,
even though I haven't gotten the confirmation I've wanted to go higher.
You know what?
Give me...
What's the two times leverage?
Give me NVDL short, as well as TQQQ short.
If we run up, I'm going to get bagged, but it's all right.
I got to be more bearish than bullish here.
So we're going to run with that.
But to be honest, it might only last half the week
and then maybe go higher then.
So I don't know.
We'll run with that.
I got to go with the bearish picks this time,
but I won't be surprised if this market wants to go higher.
All right.
So short TQQQ and short NVDL.
Some leverage tech shorts there
from our second place finisher last week, Jordan.
And our first place finisher just snuck back up here on stage.
So Gav, I definitely want to give you a chance
to get some picks in up here
before we finish going around the panel.
Yeah, absolutely.
Good to chat with all you guys.
Hope everybody enjoyed my picks last week.
Doing my best out here in the streets to still give you all some nice,
powerful stuff.
Not too shabby.
30% there on Duolingo.
All right.
I have a couple of interesting ones this week.
I have one that my guess is has never been picked on this show before,
but this play is just,
it's running. And I'm just super excited to see what they can continue to do.
The ticker is VRSN. Not a small name by any means. This is a $26.74 billion stock. This is a Buffett
favorite. Buffett doesn't really bet big on technology stocks, but a long-term
favorite of his has been Verisign. I believe it's 1.25% allocation of their Berkshire. To me,
this is just a super interesting one as it continues to be really the undisputed leader
in the internet domain registry space, which apparently just never goes out of business.
People are going to continue registering domains for longer than you and I are going to be alive. They're going to probably do it every single day,
very often. And so these guys provide a lot of the backend and the different items there.
So I am fascinated by them. They're up 68% in the past year, 35% year to date at the moment,
and just continue to move, which is super interesting to me.
Also, one thing that I like to look at, I like to get this data on Robinhood now about what hedge
funds and insiders and everyone's doing. The only real big insider activity was at the end of the
year. Insiders bought half a million shares of this. They basically just been sitting on those
shares. They're not really selling them, even as the price has just skyrocketed. And then hedge funds also just bought half a million shares
in Q4 of 2024 as well. And so it really does seem like a lot of these funds are mostly just
stocking up on this stuff. And so I can continue to find it very interesting. And obviously,
you got to be aware, you got to always look out for earnings and
different pieces along those lines and where those are continuing to come for as we go through
earnings season. But I think that VRSN is a super interesting name. And I added it to
my portfolio on autopilot not that long ago for people that do follow my portfolios,
the public portfolios that I have there. And on the portfolio that I put it on,
which was my tried and true portfolio,
I'm already up about 10% on it,
which I'm pretty happy about to see there.
So yeah, nice little 10% move there.
So last thing I would just mention on it,
your earnings are going to be,
or they were already April 24th.
So that was one thing I just wanted to mention
was that they got out of the way. Revenue was a beat and EPS was in line. So you already don't
have to worry about those. Cool. That's the first one is VRSN. And I don't know if that's going to
have a 30% move because it's not having earnings like Duolingo did. So just keep your eyes on it
as we continue to move. One other one that I did want to put on people's radar here,
and I'll probably end up taking this.
I guess I'll take this as my second pick here.
This is going to be NVO.
This is Novo Nordisk.
This one is a combination.
So actually a good friend of mine who you guys have probably seen on our shows
often in the past, Jay Singh, wrote a whole piece that he sent out this morning that I was reading through on Novo Nordisk.
I really liked the valuation model and the risk framework.
in the USA, CVS, and a distribution by HIMSS could result in a sharp increase in sales
for Nova Nordisk as the shares have fallen to two-year lows. He really likes that. So basically
with it being an earnings play here to say, okay, this is something that has really pulled back,
but should still have a lot of potential to the upside and could potentially see a large
increase in sales. So I'm just interested to see,
I mean, take a look at the chart for NBO. It got beaten down so bad. This was trading at $150
and it went all the way down to 55. So it lost almost two thirds of its share price there.
And then it's just finally started to come out and push back up. And then of course you have
earnings coming up. So I'm pretty intrigued to see where this goes i can see this is a pretty sizable mover and those are going to be my two picks for the
week well there you have it from the champion mr wolf financial himself vrsn and nvo both on the
long side from the current champion holding that gold medal mr Mr. Gav Blacksburg. Our third place finisher we'll go over to next was Mr. Chris Patel,
who had the second best pick, just straight up pick of the week.
DPST was a over 10% return as well and netted out an average of 2.06% there.
Mr. Chris Patel, what are your two picks going forward for this week?
All right.
So I'm going to stick with, well, I'm going to go with TLT.
All right, I think the reason why is because I think the Fed is definitely not going to cut,
but they're going to be a lot more amicable to maybe putting out the possibility of a cut.
So I think that is one, and I'll stick with DPST again.
So those two
well sam to jump in with tlt um you want tlt or tmf and i'll make the other one tmf that means i
do oh my god there you go there you go i'll do two dollars bob so yeah so chris uh tmf and uh
well just running back that was your two picks last week as well that you got on the podium with here.
So TMF, that's the leveraged TLT and then DPST, which is that's leveraged regional banks.
Is that correct, Chris?
Yep, that's correct.
Perfect. Perfect. All right.
Mr. Chris Patel with TMF and DPST. All right, let's keep going around the panel here. Ben, let's circle back over to you and get your picks.
ahead of FOMC.
Great pick there.
Gov, interesting pick there with Novo.
I also saw that note this morning, and I added it to my list.
I have about 10 stocks I liked for ER this week.
I added Novo to be one of them.
Interesting, it's Novo Nordisk that caused HIMSS to go up last week,
and now it's HIMSS that can cause Novo Nordisk to go up,
a virtuous cycle over there.
HIMSS is no longer a tiny little company.
They're like peers at this point.
That's pretty amazing.
So my two picks for the week, just two earnings plays.
I maybe would have picked Kodak, but they got some news here.
It's already moving, so I don't know.
It may open too high, but I think Kodak will have a great week.
But again, I can't pick it because of the after-hour movement now.
So two earnings picks, I'm going to go Pitney Bowes, PBI, which should have an excellent
report, and the other one, Transmedix, TMDX.
So these are just ER bets.
You know, I think the charts have room in both of them.
I'm expecting great reports on both of them for different reasons.
I don't think we need to get into that.
We got into that a little bit on the small cap show.
The thesis is behind why I think they'll have good earnings reports.
But in any case, those are the two picks, PBI and Transmetics.
Story, what are the strikes on your TLT calls?
Oh, I have like December 100 calls right now,
but I'm going to get shorter-term ones.
Usually, like when I play like a macroeconomic data point
or FOMC, something like that, I'll probably do.
Let me see where TLT's at.
Yeah, I'll probably get something like 87.50 or 80.
Probably get like 87 or 87.50 expiring Monday is what I'll probably buy tomorrow out of FOMC.
You know what's funny?
I'm the one that probably sold you those $100 calls, but I did it via debit spread.
So just letting you know.
Yeah, I've been in them.
I've been in them for a few months, and I just trade around the core on that one.
All right, so Ben from Story Trading, PBI and TMDX, both on the long side there.
And if you do go to the Wolf Financial Timeline, scroll down a little bit, find that small cap investing show from this afternoon,
you will hear a good breakdown from about three different people looking at TMDX. So Ben from Story Trading with TMDX and PBI. And that brings us over to Andrew.
Yeah, what's going on, everyone? Yeah, in this market, I don't really have a lot of conviction
in many stocks. So yeah, for my picks for this week, I'm going to go with stocks that have an
earnings catalyst because those tend to be the bigger movers. For my first one, I'm going to go with stocks that have an earnings catalyst
because those tend to be the bigger movers.
For my first one, I'm going to go with a name that I had picked for maybe like three or
four weeks in a row, and it's going to be Uber, ticker symbol UBER.
Same thesis, really just the stock limited tariff impact.
They have the autonomous driving sort of tailwind and they have their partnership
going on with Waymo. The fundamentals look pretty good. With that said, the stock has run quite a bit
into the report. So you just have to be cognizant of that as it reports earnings. So your first name
will be Uber. And then the second pick I'll go with is going to be the MSOS, which is the cannabis ETF.
That was one of my longer term picks.
And I believe that the theme could be coming into play at some point this year.
Yeah, for me, my confidence in the overall market is very limited right now.
So my goal with MSOS is to focus on really like idiosyncratic themes that don't have a whole lot to do with
what's going on with the broader market. So in terms of the cannabis legalization,
Donald Trump has signaled that he wants to leave things up to the states.
And now we see some new legislation that's coming out. We have the States Act 2.0.
We also have the cannabis rescheduling process, which had been put on hold for a little
bit. And now there's been some headlines over the last week or so that that's actually going to be
addressed pretty soon. So yeah, MSOS is a, you know, it's been a horrible performer over the
last couple of years. But this one, if we get some good news on any of these pieces of legislation,
it could have a really big move just given how out of favor it is.
So you provide two picks.
I'm going to go with Uber and MSOS.
Don't be here crossing my fingers that nobody would take Uber away from me.
But I am long Uber, and I love the chart.
I love how it's acting and the earnings report coming up. So Andrew with Uber and MSOS. And I almost, almost made it
through everyone to get that one. I did not think it was going to get to me, so I figured somebody
would take it. But Andrew, appreciate your picks there. And Mr. Nick Drendel, you are next up to bat.
All right.
I also don't have a ton of conviction.
We're at a really kind of weird spot in the market.
But one thing that I'm looking at is the stock CRK.
This had earnings a couple, I think this was like Thursday of last week,
but really great relative strength through this entire debacle
and kind of broke through the 5, the 10, the 20, the 50-day moving averages.
Nice kind of earning pivot right there at $19.
And right now it's just below the previous highs for the year.
That was at $22.
Now it's at like $21.20.
So great relative strength here.
If we do see money continue to rotate instead of just leaving the market altogether, hopefullyF, just a really weak group altogether.
The XRT ETF is just back above the 50-day moving average,
but not even above the pre-tariff day issue.
So one of the weaker groups, and ANF is basically the weakest stock within that group.
Really great chart to study if you're looking at stage analysis.
Awesome stage two uptrend for multiple years. Really great chart to study if you're looking at stage analysis.
Awesome stage two uptrend for multiple years, hundreds of percent.
Then we had a stage three base and then just a stage four decline where we broke down on what seemed like good news in January and has just been in a descent since.
Today rallied a little bit to the 10-day, but then rejected and closed right on the low of the day. So if this market does pull back, this is a stock that hasn't even
hasn't even bounced off its lows at all. So expecting more weakness here.
All right, Mr. Nick Trindle with CRK on the long side and Abercrombie & Fitch,
Trendle with CRK on the long side and Abercrombie and Fitch,
A&F on the short side.
And that brings us over to Mr. Michael Knauss.
Sure thing that A&F brings me back, man.
That was just an insane, what, two years ago?
The thing just tripled in pretty much a straight line.
much a straight line that was that was fun times i can't wait for us to have those back but um so
That was fun times.
I can't wait for us to have those back.
yeah as always the the caveat that i always give i'm a quant so i just run go to my systems and
they kind of tell me what to do right i i back test things going back 30 years make sure whatever
i'm trying to do has some sort of provable statistic edge. I run the edge in statistics.
I run those.
It just spits out like, you know, 20, 30 symbols.
I go through them just with a bit of TA and try to figure out the ones that I think have
kind of the best risk reward profile.
And we take those.
So this week, if no different, it'll just be from those.
Don't really know too much about
what they do, but I thought I'd include, both these are on my timeline there as well.
I thought I'd include HIMSS, not only because, you know, I see it's moving around in earnings
after hours, so I don't know, maybe it'll gap down and then I'll get a great price and rip all week,
but because this is the first thing to come through my trend following system
actually in a very long time so you know months and months probably since february
uh so i figured it'd be put on the list because most of the other stuff i've been doing has been
pullback and mean reverting because that's just but what's been working in this market so
hymns came through uh on the weekend as the only thing
to come through my trend following system again in a long time. So I thought it'd be interesting
to just point that one out. Again, I know it's had earnings. So again, it probably won't be super
exciting. But the basic idea behind the system, if you look at that chart, is you're looking to
anchor a view app from an all-time high, and then it
spends some period of time below that VWAP, generally more than a month is kind of optimal,
and then on a weekly chart, breaks and closes back above that VWAP. So what this does for trend
following, even though trend following, just full disclosure, is very inaccurate, right? It's 40%, I think, win rate on this strategy.
It allows you to stay out of really high-flying stocks when they get out of favor,
and then sometimes potentially get back into them when they go through, when they get back
into favor, when they get interesting again. So this one, again, for the setup, I know we go
week to week, but just explain that this is a longer term type of play.
Because if we did, if Hymns is going to do, you know, something like looking like Palantir, where it, you know, comes around and then eventually comes up and tries to challenge or break all time highs.
Again, we're going to have a pretty good trade on our hands there, but it's not going to do it like tomorrow.
It'll take time.
So another one here for a bit of a pullback. It looks, it looks like it looked like at least
anyway, I don't know. I haven't checked it recently that it was pulling back after hours
today. And this is one of those setups that I have. It's a little bit more short term. It's
a pullback strategy. We're looking for high flyers that that that pull back just a little bit based on the weekly charts and
that's lfmd so i had a massive week last week sold off uh friday or into the the end of last
week had earnings today so maybe coming down to our entry point the official entry point just for
for the algorithm just to let you guys know is is like seven bucks and last i checked
it was like 7 30 or so so ideally right we want to come down a little bit more but the idea behind
this this setup is you're just looking for some big push to have happened you're trying to pull
back or bid for a pullback in that play and then hopefully within a week which is about the whole
time of this you just get those dip buyers come in, you get short sellers take profits, that kind of thing.
And you have you have a sell.
The the longer term chart actually looks really good here on a weekly chart because it's attempting to break out of.
This kind of $8 to 850 area.
It's tried now three times.
It's failed three times.
So if you can really get going this time,
it could be what it needs to challenge those highs.
So to get to like 13, 50 or 14 bucks,
which is a little under a double,
but a nice looking chart, you know,
went from $1 up to 15, pretty much in a straight line
and then pulled back here.
So if this consolidation and breakout
is going to anywhere near equal that first move
even half of that first move would be it'd be a great return so that's lfmd and hims but
because we're doing a contest i know there's a double leveraged hymns trade so i'll do himz All right, H-I-M-Z, and give me those four letters on the other end, L-M-F, I missed
a letter somewhere.
L-F-M-D.
L-F-M-D, so I had the letters, I just had them in the wrong order here.
Or I'm actually dyslexic, so it was most likely me.
Or I did, I'm actually dyslexic, so it was most likely me.
Well, I don't know.
I got a little distracted.
My tweet disappeared completely, so I've been retyping it that entire time.
But I did hear HIMS.
That's H-I-M-Z that you took, the leveraged version of HIMS that reported this afternoon.
Nice rundown on your thesis behind that as well. And then the second pick is going to be,
this is LifeMD, LFMD, both on the long side.
Correct, Michael?
Yeah, that's right.
Currently, all my systems only trade from the long side.
Perfect, perfect, perfect.
All right.
I have a full tweet typed out here.
The only thing I have not given my picks yet.
I wanted to take Uber, but Andrew beat me to that one.
My other pick that I know I'm going to take is DraftKings, DKNG.
Also reporting earnings this week on Thursday, I believe.
A lot of consolidation here.
There's a nice floor in this 29 to 30 area that's been bought up off a few times.
It's really consolidating here.
A little bit of a risk maybe if these Robinhood markets are doing anything to it, but I just don't
think that's the case. I think DraftKings will continue to excel. Just had Super Bowl,
just got into March Madness. I think there's some decent catalysts here as well, so we'll see,
and no tariff risk. That's what I like about DraftKings, something that I am long in my portfolio.
So we'll see how that one reports.
And then I'm going to take, for my second pick, I just think we're going to pull back
a little bit further.
SPXU.
I'm going to take leveraged S&P short.
It's just going to be a simple trade.
It's not going to be the
TQQQ or SQQQ like Jordan, but I am seeing a little bit further downside after this kind of
float higher that we've had. We got to the 200-day on NASDAQ, a very interesting spot on SPX if you
look at this 5,700 area. I just think we're going to come back down and hopefully, if the picture
plays out nicely, would come back down, make us another higher low, another good buying spot.
So that's what I'm looking at. DKNG and then SPXU is a short SPX leverage play.
So I'm long both of those two names. And I'm going to go ahead and get that tweeted out.
And I know we're right at the top of the hour, but Ben, I do want to get to these year-long picks and we don't have a space off the back of this.
So if anyone does have to drop, I definitely understand.
We appreciate your time.
Make sure you take a second, go check out all these great panelists.
We had a massive panel today, a really, really good panel today.
And a lot of them do a lot of things, both on their timelines and both live streams.
I've seen things on other, you know, YouTube streams, other things things as well make sure you check out all of these great speakers up here and uh ben i do
want to jump in and take a look at these year-long picks do you want to uh do you want to lead that
off a little bit mine's uh just loaded up here but i know there's one clear winner ben and that's uh
you're you're uh you're far ahead in the race as we look at the year-long picks.
Okay.
So I guess I'll toot my own horn.
So, yeah, my two year-long picks, on average, they're up 57.6% on the year.
The first one is Root, R-O-O-T, up 98% year-to-date.
And that was the best pick among the whole panel, 98%. And ASPS up 17%.
I've actually held both of these stocks in my long-term account the entire way.
So maybe I did shave some off of Root because it's up 98%.
ASPS, I did not shave any off.
In fact, I think I've added more.
And at this point you know in my
trading account actually made a ton of money on ASDS this year trading the
catalyst I route I haven't traded but going forward you know where do we stand
year-long picks are they still year-long picks and well the data just disappeared
did it disappear for you to right now and yes like as soon as yeah it literally
just disappeared for mine oh my my God, Google's crazy.
I got it.
That's insane.
I'm like looking at it and it just disappeared.
Okay.
Anyway, ASPS, the other one.
I would say ASPS is still, if I were to pick two year long picks right now, ASPS would
still be one of them at these prices.
And it's possible that Root will continue to have an amazing
second half of the year. They have earnings reports later this week. Could that thing
be up another 50% from here? It very well could, the way they've been crushing their
ERs. And I don't see any kind of macroeconomic effect on their business, on their car insurance business. So, yeah, sitting pretty with these two picks.
And, you know, if you force me to stick with these two picks the rest of the year, I think
I'd be happy doing that.
Yeah, that's going to be the interesting piece.
I wonder how many people are looking at these year-long picks going, time to take profit.
And how many are looking at these going, hey, it started off
nicely, or maybe it started off slow and it's just getting moving here. But another pick, which,
Gab, I don't know if you're still up here, but you had Berkshire and Hood, which have both done
very well year to date. But I know Berkshire especially has done very well. But if you're
not around, Andrew, who just had to drop off as well he had baba
uh baba has done fantastically i had all these numbers ready to go i was going to shout out all these year-long picks and uh for whatever reason our data service just glitched out on us here but
i mean if you want i can manual how much time i can put them in real quick and calculate them and
take like five seconds want me to do? If you want to do it.
I've got nothing going on right now.
We don't have a space off the back of this.
I've been wanting to get to this for a little while
because I want to highlight some of these picks.
Let me throw these numbers in,
and then we'll just put the formulas back in later.
Let's go here.
EQT.
They're all on mine now.
You see them now?
Yeah. Okay. Well, either way, I've got them up here now. I don't know if they're... All right, go ahead. Yeah, yeah, yeah. I've got it just
repopulated here. So yeah, Ben's in the lead of 57% average, but that root pick almost at 100% year-to-date is fantastic. Second place is Wolf Financial.
Hood is up 28%, currently 29% if we round,
and then Berkshire is up 13%.
That gives him about a 21% average.
Nick Drendel, if you're still up here, I still see you on stage here.
RBLX, 24% year-to-date, and then EQT, that was a mouthful, up 16%.
You're in third place for the year so far.
That's a 20% return.
Nick, what are your thoughts on RBLX and EQT?
Yeah, with RBLX, that was kind of my gross pick for the year,
pick for the year and it was just based on the weekly chart or even monthly chart um it had a
and it was just based on the weekly chart or even monthly chart.
massive drop from one i think even almost 180 dollars all the way down to 24 and then or no
i'm looking at the wrong chart hold on one sec 140 down to 20 and then went sideways for just over three years, had a nice rally into the end of the year.
And then one thing that I really liked was after it reported earnings, it gapped down really heavily right at the 50-day moving average in February, the first earnings of the year.
But immediately recouped about half of that loss, closed near the high of the day, opened right at the low.
So there was always this like implicit demand of the stock,
even while the market was heading lower,
it just basically pulled into the 200 day moving average
and has since has been trending really, really well.
We already got earnings out of the way for this quarter
and had a nice response right back into that resistance zone by previous highs.
But I mean, the weekly chart was there for a big move.
If the market's going to hold up, I think this is one of the growth names that everyone should be focused on.
And then EQT was a pick that I made to kind of buffer my growth name.
Another one with a really long base.
If you look at the monthly chart, basically from the COVID drop,
it's been basing out.
And we're near that kind of cup high.
And kind of similar with EQT, really great strength
compared to the rest of the group.
Overall, the key moving averages,
it is below kind of the recent highs or the highs at the beginning of the group. Overall, the key moving averages, it is below kind of the recent highs
or the highs at the beginning of the year.
But I mean, acting way better than I would expect it
given the rest of the market.
So when I say we're looking for relative strength,
these are two great examples of relative strength
throughout the entire correction.
Yeah, absolutely, Nick. I appreciate the update on that. We are going to continue to circle back to these because I am curious as things do play out if the thesis
changes at all. But I know a lot of you did pick these based on some higher timeframe charts and
maybe some catalysts that go with it. So great job there. Great work, Nick. Just for the
reference point here, year to date, SPY is currently down 3.85% and QQQ 4.95%. Yet the
three that we've highlighted so far are up, well, 57%. Ben over there, absolutely killing it. And then 20% and 21% there from Nick and Wolf Financial, Mr. Gav.
I do want to call out Jaguar, who hasn't been on in a little while.
But Jaguar had Uber and Airbnb.
Uber is up 41%, one of the better picks that we've had year to date.
He's got an 18% average.
We were talking about Andrew, Baba, MSOS.
We've heard him pick those several times Baba up 49%
year-to-date that's the second best pick I see on the list here Mr. Michael Knauss you're beating
the market as well with UNG and MNMD and oh he dropped off here I'm just making sure he didn't
have a comment there but beating the market and green year
to date on his picks.
Jordan, if you're still up here, you have a nice pick with CLH, believe it or not.
Oh my gosh, I forgot I picked that.
28.6%.
It's not taking care of your leveraged Tesla pick that is down.
We're not going to talk about the number
that it's down. But check back on me that and check me back on that in like a few months.
Let's not worry about it. We'll say it's a long year, right? We're only in Q2. Only in Q2 here.
But I was actually kind of surprised to see Celsius up 28.66% here year to date.
I agree. Are you still bullish celsius at all
on that chart i mean i don't even own it anymore so that he sold it i mean let's take a gander at
the chart real quick i'll just take a quick look quick thoughts real quick but i mean oh boy you
should you should go down to the storm around load up on a couple Celsius tonight. Oh, boy.
I think, I mean, she's trying to turn around.
She's giving it a shot.
This chart's rough, man.
I think, listen to that monthly time frame and kick back and don't concern ourselves with the shorter time frames, to be honest.
Monthly doesn't look too bad.
It could turn into a little bull flag here.
She's trying.
I mean, we've found a little bit of a bottom here so i mean maybe it's a pop to rebalance and go lower i don't know but uh maybe we can get some actual structure forming
off these lows we'll see yeah we'll have to see um but yeah i wanted to uh definitely hit these
year-long picks uh me and ben we've been trying to get to these for, gosh, seems like
probably a month now. And we just have so many good stock pickers on here and some great thoughts.
So I wanted to take an extra moment while we had it today to give a little year-long update.
Maybe in the next couple of weeks, we'll get a tweet out with all of this information as well.
But a huge shout out to Story Trading there, leading the pack so far,
Wolf Financial, Mr. Gav Blacksburg bringing up second place and Mr. Nick Drendel there in third
place, as well as some other good picks. And I'll tell you what, we've got six of the nine
year-long picks that we had, or pickers, I should say, are beating the market. So a pretty good
run rate across this crew. What a great crew we've got here. We are at the market. So a pretty good run rate across this crew.
What a great crew we've got here. We are at the end of the show, the end of Monday Spaces.
You can also listen back to this, of course, if you miss any of the beginning of it.
With all the great market sentiment thoughts, as soon as I close this out, it will become a recording.
And don't forget that small cap show earlier. If you missed that, there are some really good thoughts,
especially around that TMDX that we heard story trading take
this evening on the Stockpix show.
Once again, follow all these great speakers.
We appreciate all of their time.
We appreciate the whole audience
for tuning in and hanging out with us
each and every Monday night
as we do Stockpix for the week.
And that's the end of our spaces today
on Wolf Financial this Monday, may the 5th we'll be
back bright and early uh jordan's gonna open us up um what 8 a.m eastern yeah we'll be up early
so 8 a.m eastern we'll start on the wolf trading account and then that's gonna be so weird for you
so i know it's super weird for me 8 a.m i get to sleep in and still we're starting futures early
it feels great i I love it.
Awesome. Well, we will see everyone that's going to be on over on Wolf Trading, our futures
show that we talk about education. We talk about trading strategy, all of that for about an hour,
hour and 20 before the market every Tuesday morning. That's the next space on the schedule.
We've got all kinds of stuff tomorrow as well. Following up behind that, make sure you check out the full schedule right there pinned on the Wolf Financial timeline.
You'll see that. But we do have the live trading. We've got a Tesla show, a couple of very
interesting conversations and earnings conversation as well tomorrow as we get ready for some
earnings tomorrow. Some big names, AMD, SMCI, ANET, Rivian, all reporting
tomorrow afternoon. We'll have it all live on Stocks on Spaces. And with that, I'm going to
close this out. Hope everyone has a great rest of their Monday afternoon, Monday evening, wherever
you are at in the world tuning in. We appreciate you. Take care, everyone. We will see you guys
tomorrow. tomorrow Thank you.
