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STOCK PICKS FOR THE WEEK!
Recorded: Aug. 18, 2025 Duration: 1:11:12Space Recording
Short Summary
In a dynamic discussion, panelists explored market trends, highlighting significant growth opportunities in healthcare and biotech sectors, while also addressing potential declines and shifts in investor sentiment. Key picks included UNHG and PLTZ, reflecting the ongoing search for high-potential assets in both traditional and crypto markets.
Full Transcription
Thank you. Thank you. Thank you. What is up team?
Welcome in.
Happy Monday.
It's August 18th.
It's Monday evening.
Market is closed.
And it is time for stock picks for the week we do have a uh another space that is ending right now with some of our panelists
they're on the way over they're wrapping up that conversation they'll be here any moment
a couple of the other ones already joining up with us. Interesting last week in the market. And when I see interesting,
I mean, basically we did nothing. When I pull up the results, here's the overall results,
and then I'll dive into the actual results of our panel. Overall results, this is from last
Tuesday's open through today's close. SPY up, SPY actually up more than QQQ, believe it or not. SPY is up
0.78%, less than a percent, and QQQ 0.34%. We've been absolutely crushing as a group.
A little step back this week overall. We did not beat the market, but that's okay. We're
absolutely crushing it week by week if we went with our full results. We're absolutely crushing it. Um, week by week, if we went with our full
results, we should maybe track that. I'm actually curious what that would look like, but either way,
our current week's results, we have a clear. And when I say clear, I mean, we have just an absolute
runaway winner. It wasn't even close. So was unanimous MVP Steph Curry type of week for Mr.
Chris Patel up here on stage. You see that Chris Patel account. Make sure you give him a follow.
Give all of our speakers a follow. But Chris Patel, our current champion, holding that trophy.
Listen to this. 28.19% average return. He also had the top pick UNHG that he took live on this space last week. We
talked about it. He has been very convicted on this play. 44.15% on that 2X UNH ticker UNHG.
His other pick, also a 12.23% return, was our second best return. So our best result and our second best pick,
both of those from Mr. Chris Patel,
PLTZ was a 12.23% return.
Fantastic job by Chris.
Rest of the results here,
our second place winner, Jordan,
will be here in just a moment.
He just shot me a text
that he's wrapping up things over there.
Jordan with a 4.50% return.
He had Spotify, SPOT at 4.89%.
And he also had BABX, that's 2X leverage Alibaba at a 4.11% return over the last week for that 4.5%
average. And our third place, I'm going to have to text Mr. BullTradeFinderNots, our third place winner, finally got on the board here.
He 0.26%, so basically just above breakeven.
RBLX was doing well and then turned into, obviously, we know there's some news around RBLX over there that dropped it down. But he also had Zeta, Z-E-T-A, at 8.96% return, was bigger than his loser,
and he was above green on the week. We actually had four people total green this week. A little
bit of a tough, choppy week across the market. I know I got absolutely obliterated. But our top
picks for the week was UNHG, PLTZ, Zeta,
are the three I've mentioned so far.
And I'll throw in one more from Vegas.
RGTI was up 6.26% this week.
So great job to the crew.
Amazing job from Chris, Jordan as well,
sing his praises when he gets here shortly.
And I think I've got everybody up on stage other than a couple
stragglers here. So I want to jump into some market sentiment thoughts. Chris, as our current
champion, I'm going to have you kick us off today with market sentiment. We'll go around and get
everyone's thoughts on what's going on in the market, anything that they're watching for. Maybe
it's thematic, maybe it's a pullback. Obviously, a lot of eyes on Jackson Hole this Friday. So Chris, would love for you
to kick us off with your market sentiment thoughts. And then of course, we'll come back
and get everyone's picks in the second half of the space. So one of the things that I was
actually a little bit surprised at was some of the picks that Buffett made in the Berkshire
portfolio going long on the home builders. I was actually very shocked by that
because the narrative that we all have right now is that, you know what, inflation's coming back,
it's going to be higher for longer, which means the Fed is, even if the Fed does cut,
longer term rates will not be impacted by that. And I think Buffett is seeing past that. I think he's
looking at housing data in the Sunbelt and he's seeing that things are slowing down. And at the
same time, the economy is slowly deteriorating. Yeah, we have a lot of CapEx coming in from AI
spend, which is kind of propping up some parts of the economy. But if you look
beneath the surface, things are not as good. And one of the things that I think Jay Powell and the
Fed is eventually going to have to concede is that the economy is deteriorating. And once that happens
and the news is out, I think a lot of what we're seeing in the AI spend category in the next couple
of years is going to start to moderate. And that won't be there, which means that you're going to need another growth driver to get the economy back up and running.
Pretty much similar to what we saw during the post.com bubble.
So I'm not saying AI is a bubble that's going to pop tomorrow morning, but I do see growth moderating in AI.
And I think investors are going to be looking for, you know, where, where they want to hide out. Um, one of the things I noticed about a lot of the super investors is, you know,
there's clearly a rotation right now away from purely tech and starting to kind of like,
um, move into some of the other areas that are more value. And I think healthcare in general
has been pretty much decimated by, by some of the fundamental changes that they've had on
their side. But I think it's nothing that can't be repaired. So I think a lot of people are looking
at value and defensive names. And I think we're seeing a rotation. And it's not like a full-blown
rotation where everyone's just selling off tech that we saw in the year 2021 or the dot-com bubble. But I think smart money is saying,
look, I'm managing billions, if not tens of billions.
I can't be in a position where I'm trying to sell
into a liquidity event.
So it's better that they start moving down early.
You saw it with Tepper.
You saw it with Druckenmiller.
They're reducing their exposure. And I think I'm gonna follow the lead on that and just say, you know what,
as much as I love AI and I think AI has got a bright future ahead of it, I also thought the
internet was going to have a bright future ahead of it in the year 2000 when I was 16 years old.
But clearly sometimes things get a little bit out of whack. And I think the risk is to the downside when it comes to that.
So how much more are you trying to eke out in this market? Normally, you would see IPOs come
out that get overbought in a certain industry. And that's usually a telltale sign that, hey,
you're not necessarily at the top, but you're getting close to it.
We saw this with CoreWeave.
We saw this with Nebius.
I think a lot of what we're seeing right now is just, you know, a lot of smart money is just saying, look, we see all the signs that point towards a slowdown.
And I think right now is a good time to take some of the chips off the table.
And what's the most that we're going to lose?
You know, are we going to miss out on some few points of growth ahead? Maybe, but what can we dodge? And I think that's where smart money is
sort of positioning itself. And I'm inclined to agree. And I think if we do get a slowdown,
it's definitely going to cause a lot more disinflation next year and the year after that.
And I think that's going to give the Fed a lot more reason to cut and this administration is going to kind of force the situation and cut
more than people are expecting and by that time i think um when you take in like the holistic view
when you take in all the deportations and all the all the self-deportations and everything else
you're going to see a slowdown in in gd I think to stoke GDP back up, they're going to
need to do a lot more cutting. And so I think right now the market's kind of positioned for
AI to be a continuous growth thing among retail, but I think retail is a little bit slow on that,
whereas smart money is kind of stepping away. So that's how I'm probably going to be positioning
myself going forward,
where I'm looking for value plays out there that have potential for mean reversions
and that are in defensive sectors that are worth investing in.
And like I said, just play this current wave out.
Yeah, very interesting spot here in the market. very tough as well i mean most of your
earnings season's over uh you're still in an uptrend but valuation's very interesting
little interesting stuff with the rate cuts and uh yeah i was paying very close attention i noticed
that as well with buffett buying the home home builders all these 13 f some very interesting
purchases in there
chris appreciate you sharing your thoughts and congrats on that first place finish this week
just absolutely crushed us um jordan are you here with us
i'm here i did perfect timing i literally walked back in the room as you call it man that was just
beautiful well jordan you know i normally come to you after the rest of the panel,
but you are second place and you weren't here when I announced it.
So four and a half percent return on your two picks, Spotify and BABX.
Market sentiment, what are your thoughts here before we continue around the panel?
I'll take the half dove.
I know Chris killed it.
UNHG, just an absolute, absolute banger.
So love to see that. Congrats there.
But market sentiment, let's see. I mean, super choppy Monday. Everybody obviously saw it wasn't
much that happened, of course, except for that morning move that we had. But a little bit of an
interesting area. You know, it's funny. I look at our two assets here, NQ and ES, and I'm like,
okay, looking at NQ on the higher timeframe, I'm a little more bearish feeling's funny, I look at our two assets here, NQ and ES, and I'm like, okay,
looking at NQ on the higher timeframe, I'm a little more bearish feeling. But then I look at ES, and we're still just holding all these higher timeframe areas, the 6460, we're just respecting.
And until we really get below that 6430, it's hard for me to be extremely bearish on ES here.
And obviously, these are correlated assets, right?
So even though NQ isn't looking the most amazing,
I think ES holding up this area
until that 6430 gets ran through
is definitely viable for the Bulls
to just keep this thing going, right?
Even though I honestly want to see a pullback.
I know Emp, me and you,
we've been looking for those pullbacks. You know
what I mean? I know you love those. And obviously, I love them too. I've been waiting for that
volatility. But I just don't know if ES really needs to dip too much more if we're respecting
the 6460. So we'll see what happens, right? If we want to run through it, I'd really like that
to happen more because we can get some more volatility in this market as we're always talking about, right?
We like that volatility as day traders and it's always giving us more opportunity, cleaner
opportunity usually.
So obviously we'll be looking for that, but wherever this market wants to go, I'm happy
to be playing it.
And as of now, even though my thoughts are I want this to come down, I mean, the chart's
clearly showing me that it's still respecting these higher timeframe areas.
So I got to go with that for now.
You know, if my thoughts change, cool.
I'm happy to change my thoughts, but got to be quick on it, right?
And if we want to really be selling on NQ, I'll be looking for, what is this?
This is basically the next imbalance we have on the daily chart, and that's right at 503 there. So if we want to keep selling from this area, cool. I have spots that I'm
looking for. We also have previous week lows from Monday and Tuesday that are kind of near that
area at 600. Could definitely see the market coming down there. But I also know if ES just
holds this, we don't need to see those levels and we can just continue higher with NQ and maybe it reclaims some of these levels that we lost. That's basically what I'm looking at right now is NQ has lost really the spot that I wanted it to see, but ES is holding way well above the area that it needs to run through for me to feel a little bit more bearish on the market. So that's kind of why my thoughts are how they are right now. So we'll see how it goes. Obviously this week,
we've got a ton of data, right? Jackson Hole and all this stuff going on. So we'll see how that
plays out. I think it'll bring some volatility and hopefully that's here to stay for a little
bit, get some downside in the market, but we'll see. I make VIX great. Again, appreciate your
thoughts there, Jordan. We need some more, us traders need some more volatility. Some investors
are probably looking at it going
it's kind of great that I have to worry about these swings
back and forth
we've done well without the volatility
though being at a crazy 20
even though these times have been kind of low
we've still been at a 14, 15
I think arguably we've
been able to do pretty damn well
in this environment
so I think it could be worse at the same time just something i wanted to add 100 appreciate those you guys smell that you guys smell
that i smell a a short tqqq and long sqqq trade coming from jordan today i think i think it's
coming today i think it's coming i have to stick around for the second half of the show for that, but we'll see what Jordan picks.
It seems like all things smell like something like that
is cooking up in the kitchen right now.
Sam, I think you're onto something there.
We'll see what happens.
Our third-place finisher, Nats, Mr. Bull Trade Finder.
Despite Roblox, you still finish third place with your Zeta Long.
Nats, what's your market sentiment thoughts right now?
Yeah, I'll keep it short and simple.
I mean, I do feel like there is some sort of weakness.
Everything's kind of being held down more so when you're looking at the broader index.
What I mean by that is we're not moving like we were.
We're starting to slow down.
You've seen gap ups you know be sold off um but
then you get those days where you know it doesn't let the selling aggress so you know we're coming
just in the holding period just trying to be as patient as possible take advantage of what the
market gives you i mean today you know did some put spreads um on the dip. We're at the 90 of May, or at least hit it today, on queues and held it.
So that's going to be a spot that I'm watching.
But overall, again, we do have Jacksonville on Friday.
That's going to be something interesting.
You know, we have other things.
We obviously have Trump, Putin, Zelensky.
So, so many different things.
Just take it all with a grain of salt,
watch and see how the markets react,
and basically go from there.
Yeah, and just to your point there,
I mean, we're still above all the major moving averages.
QQQ at the low of day almost touched a daily nine.
I'm sure some of you guys that used the daily eight,
it probably touched right on that and bounced back up.
So it's not an uptrend, but at the same time,
I hear the thoughts and concerns kind of across the board here.
We'll see other thinking as well.
Let's continue around the panel.
Andrew, let's go over to you next,
and then we'll continue to Nick and Michael.
Yeah, what's going on, everyone?
Hope everyone is doing well yeah awesome commentary so far
yeah picking up uh from nats's point if you're in the market you can just tell the first couple
months when the market advanced off those april lows there was just stocks exploding every single
day pretty much everything was going up the breadth was consistently just very strong
there were negative headlines and the market kept moving higher. And it really was just like this invincibility for like two or three months. We've seen a lot of stocks that have doubled off the lows, tripled off the lows, quadrupled off the lows. Really nice moves over the last couple of months.
couple months. But yeah, to the point that these guys are making over the last couple weeks, I'd
say we're getting a lot of rotation in the market, but the market's not moving. So what I'm starting
to see is if you track breadth and you track the percentage of stocks above the 50-day simple
moving average, that is starting to roll over. And more consistently on days that are really strong,
again, like that selling pressure starts to come in.
I'm starting to see a little bit of weakness
in the semiconductor stocks.
Like for example, there was an announcement
that Intel, the government's planning
on taking a 10% in that stock.
It's not a stock like exploded higher
or anything like that.
The small caps
already had what I would say is, I don't want to call it a blow off run, but the small caps
recently had like this seven or 8% move in two days or just this really sharp move.
Then they just gave it all back. We're seeing Bitcoin. It's no longer pushing the highs anymore.
It's also range bound. Ethereum had its awesome run.
Now it's kind of cooling off as well. So yeah, if you're really just cognizant of what you're
seeing in the market, you have to understand that the market conditions have shifted a bit.
And so long as you're cognizant of that, that's okay. I think it's easy to anchor on how easy
the market environment was over the past couple of months. And if you continue to
trade very aggressively when the market turns, that's where you can run into trouble. So I think
right now we're at a spot where it's like, you know, there's been so many opportunities to make
money. And, you know, if there's like a weak September seasonality, you just got to roll with
the punches and, you know, it's okay if you don't make money for a month or whatever it is if you did well on this this run that we just had over the last couple months
so from there just dovetailing into my picks I feel more comfortable just being in idiosyncratic
themes at this point so my exposure as I've chatted about is primarily in the MSOS ETF. And it's had a dramatic move off the lows.
I think that rescheduling is going to come in the next week. And I think the MSOS ETF,
I think it's going to fill the gap from when Trump won the election. That's at about $6.84.
That's about 35% higher than where the ETF currently is.
So yeah, I think that move is pretty much in process.
And it's really just waiting for the final confirmation.
So yeah, my pick for this week, once again, will be MSOS.
And then I'll also put in Intel, INTC, since the government is taking a 10% stake in that company.
is taking a 10% stake in that company.
All right.
All right.
MSOS and Intel, INTC, both on the long side.
From Andrew, Mr. Roperston Capital,
appreciate your picks and your market sentiment thoughts there.
Let's keep it rolling here.
Nick, let's go over to you and get your market sentiment thoughts next.
I'm not hearing Nick. I'm not not sure i saw him on mute me either okay i was just making sure oh
there he is there's nick what's up buddy you're so quiet all right oh there he is
is it actually quiet or can you guys no no i think you're good now you're good
all right just let me know if i cut out um but as almost always i would say uh i'm pretty much
in agreement with andrew it definitely feels like the market mechanics has changed a bit a little
bit away from momentum and like buying breakouts buying p pivots to instead buying pullbacks, undercutting rallies
where the emphasis is still on the long side. As I forget, the first speaker I heard was talking
about how we see the morning sell-offs, but we're not seeing that persistent push lower in any panic
really. So you just have to know like where the market's at. It's at an extended point,
but we're not really seeing too many warning signs to the downside. So the direction is
probably still to the long side, but your entry tactics just have to shift up a little bit to
match what the market's giving you. And we've seen the rotation from tech stocks
to kind of the small caps that's been covered as well. The only other thing that I'd add is we saw
this week or this past week, the NAIM active investors exposure dropped from 96% down to,
I think it was like 83. So it's a good sign that the positioning has come down just a
little bit. It's not at an overbought level at this point. So there's a little bit less fear
that I have as like a contra indicator there. And the one thing that I've really been focused on
the last couple of weeks is China. There's not too many quality bases left in the market that hasn't broken out.
Last week, XBI, the biotech ETF, was one that really got going with the kind of inline CPI report.
And now it's K-Web to me.
It has this three and a half year base and it doesn't really get prettier than this base.
We had a really nice shakeout to the 50 day moving average after like the initial move higher
back in August 1st. And now we're right back at the high of this base. And if you check the
earnings calendar, we have plenty of Chinese stocks reporting this week. XPEV tomorrow before the market opens. Let's just go through a couple.
FUTU, BIDU, GDS all on Wednesday before the market opens. And then BILI, VNET, YMM
before the market opens on Thursday. So the big, big report is going to be Alibaba, which I think they finally, no, it's still an estimated date, I think.
No, I think it's August 29.
Oh, it is.
Okay.
Yeah, thank you.
So August 29 earnings with Alibaba.
I think that's really going to be what pushes this KWeb base out.
But we've got plenty of stocks in the meantime to get this thing going before Alibaba.
So that's kind of been my focus away from U.S. tech stocks, which we've seen weakness in cybersecurity and software names,
maybe starting to work on the right side of their bases here, but still not going to be ready for like continuous momentum in those themes.
But just looking to other places in the market that have
some quality bases. So biotech, solar, I think is bottomed. We saw great action on Friday and
today on that group. Now everything's a little extended for an entry, but it's good to see that
group start to participate. And then home builders and biotech are also starting to work. So we're seeing that
rotation from MedCab tech stocks to kind of the rest of the market in some rate sensitive groups.
Boom, there you have it. Great thoughts from Nick Drendel. Appreciate you. As always,
we'll come back around and get those two picks from you here shortly. Michael Knauss,
love for you to throw your thoughts into the hat.
Absolutely.
So as always, if you can't survive the bull market,
you won't survive the bear.
And based off the commitment traders data,
there's a whole bunch of people doing this completely wrong. Like the looking at the numbers that came in on the weekend
they're more short the spy than they've been this whole way up they've just been hammering
the short since the april lows and really my whole synopsis has been as long as people continue to be
incredibly net short and incredibly long here that's why I think everyone's kind of mentioning
these morning sell-offs that make for these afternoon rallies is, right, the short has
gotten kind of as short as they've been since 2023 in this market. And it's not just the
amount that they are short, it's that they're continuously shorting every
time we hit new all-time highs.
So it's wild that we're seeing that on the S&P 500 and even on the Russell, even though
the Russell's obviously not near all-time highs, but they've got very aggressively short
over the last month and a half into the Russell, while they've been really YOLOing into the NASDAQ,
right? So the contrarian trade and the one that I'm interested in is that kind of reversion because
these guys have been so wrong for so long. Their NASDAQ long has obviously done okay. But again,
as someone who spent like 10 years in this hedge fund space, what I see happening is that because on average or on net, they are buying, they've been doing this trade where we are going to buy big cap tech and we are going to short the whole rest of the planet against that.
where that reverses, or even if they continue to do it and lag the way they would have to be,
because if you're short something against your long NASDAQ position, you are definitely lagging
the overall market, people are going to start redeeming, they're going to start pulling their
money out and saying, well, you know, why would I pay you $2.20 when I could just buy the S&P 500
and beat the pants off you? And when that happens, because that trade was working so well for so long and it looks like it's not, then these funds are going to have to unwind this position.
So that would mean some sort of either pullback or sideways consolidation on the NASDAQ and then a big catch up trade in IWM and also in what we're seeing in the ES,
which would be, you know, they're probably not shorting, obviously, the ES for the tech component.
They're probably shorting it for all of, you know, healthcare, financials, all of that kind of thing.
So if this unwinds, it's going to continue to see this rotation that we've been seeing. Because if you do an IWM versus QQQ chart, and you just look at that, you know, over the last week or so,
which is obviously not enough data to get too excited. It's been like a straight line up,
right? It's been a huge kind of unwind from, yeah, 4%. If you were doing the opposite trade,
you would have made over the last week.
So if you were long small caps and short large caps,
you would have done really well last week.
And so we know that most people are doing the opposite trade
where they're long NASDAQ and short small caps.
If this continues, they're going to get completely blown out.
And I, for one, I'm all here for it
because it's going to create this environment where the people who have just been doing the same things and just think
that the whole market is up because of the AI trade and haven't been doing the math under the
hood to see that we've been getting these kind of breath thrusts and breath increases, they're
going to have a hard time. So what I think you're going to start to see is more of this trickle down into small caps.
So then if you start looking at what the small caps are made of, we're talking regional banks
and biotechs and healthcares and small industrials and things like that, which to me are more
fun to trade.
I guess a lot of marijuana stocks would probably be in that too.
And they're going up very huge.
So that to me is
the theme that we need to continue to watch, right? It's like, what is the market? Well,
if your market is just big cap tech or the NASDAQ, I think that you're probably going to be
underperforming in the near future. If your market is everything, then you're going to be doing a
little bit better. And the last place
that we're seeing this is equal weight, right? If you look at the S&P 500, it's doing well. And
of course, and if you look at the Qs, it's doing well, of course, but the RSP is starting to catch
up. And it looks like we could potentially break into all time highs, which has been
bumping its head against for a long time.
And if you start to see that, then again, you're seeing a movement away from large cap tech,
and you're seeing a movement towards kind of the every stock out there. So,
you know, these to me are the times to get to work, right? You've been rewarded for a very
long time just holding the biggest mega cap tech out there but sectors
rotate so eventually i think you're going to be a little bit under rewarded trading those not
necessarily mean they're going to crash or anything but you're going to be better spent if
you're doing a lot of hunting and pecking and looking for what's next so again i'm all here
for it there's 2 000 stocks in the Russell, so I would rather that outperform.
We just haven't seen it for five years, but maybe it's around the corner now.
Appreciate you, Michael.
It has been very interesting that RSP chart has not made a new all-time high since November of 2024.
It got closed a couple times.
What about end of July?
And then again, what was that the 13th or so
of august just a few days ago and uh since then it's just hanging out up here but i would love
to see that actually um who's next let's go over to sam mr sam solid what uh market sentiment
thoughts do you have to add um I mean, everyone really clarified it.
I mean, a lot of money's really been made since last April.
I'm mostly a growth stock investor, so partaking heavily in the value side, it's not really
something I dabble too much in.
But, you know, I've reduced a lot of the leverage that i've had in terms of call options and spreads
coming into august and kind of just waiting for a bit of a pullback around five to ten percent cash
over here um adding more to bi-weekly basis uh to buy dips and some names that i'm looking forward
to buying into uh also i'm liking a little bit of the setup that I'm seeing in GitLab, ticker symbol, GTLD.
Pretty flat day.
It actually flows down about a percent or two.
And then I'll close up about 2%, 2% to 3%. Liking the setup that I'm seeing here in terms of call flows coming into the end of the week, last week.
Saw some continued follow through today, which is good.
It was up like 7% on Friday, which is crazy.
And then up another 3% today after that 7% day.
But at the same time, IDV or software did outperform semiconductors on a whole,
but not by much, only by 10 basis points.
But they were both pretty much green on today.
MongoDB did.
They were up about 4%, I think.
And Palo Alto reported after hours, which is actually pretty good earnings.
Palo Alto isn't exactly the cheapest stock, but it was much cheaper compared to historical valuation coming into earnings.
So it's about 5%.
But, you know, overall, if the market pulls back, it's very likely high beta is going to pull back, which includes software, too.
Software has been on quite a pullback since then.
However, they did bottom about middle last week.
So I've been seeing some more inflows into software
in the last few trading days.
Hoping it might continue.
But again, I want to get some good confirmation
before I start to actually get really worried about the market.
I mean, we've been holding up here pretty nicely.
Even like a 5% to 10% correction will be welcoming. But I feel like
the degree of that kind of correction would be very, very fast, both directions, very fast drop,
very fast buy, most because you have a lot of people who are waiting for that pullback to buy
in. And then you have a lot of people who are long with very high margin of leverage that will
probably get stopped if we do see any type
of weakness. So keep an eye out for that one. As far as the fundamental basis, I don't really see
any reason why the market would just drop like 10, 15% out of nowhere. Probably more for technical
or maybe like a negative headline, if anything. But I mean, we're seeing these deals come through
with Trump. Just saw news here that Ukraine ukraine is um looking to uh for a 100 billion
dollar uh defense deal with the u.s um to get some uh to get some protection um it's probably the
reason why he was there in the first place to negotiate that in trump's end so not surprised
to see that kind of deal come to fruition along with what we saw from japan uh with a 600 billion
dollar deal that he created with the u.s trade negotiation. So I think that's going to continue
chumming along. I don't think we're going to see a lot of these tariffs stick. Obviously,
the 10% base tariff is going to stick. But besides that, lower rates means lower interest
for the government to spend. But the Treasury does need to refill that balance by the end of September.
So that is just continuous liquidity being pushed into the system as they're issuing
more Treasuries.
I mean, I don't see a reason why we'd have some crazy bear market anytime soon.
The call that demand is going to slow down, I think we're going to see a lot of the warning signs before that does actually happen.
I don't think NVIDIA is going to report out of nowhere.
And all of a sudden we see all this massive demand drop off.
I think we're going to see it across other semiconductors that have been reporting earnings this quarter.
And we've seen a lot of demand follow through.
So I don't think it'll be any surprise.
I think the NVIDIA earnings is going to be a premium selling event as it is every single quarter.
I think those crazy NVIDIA popping 20% after earnings days are over.
Now that it's a,
now it's more than a $4 trillion.
I think that's very difficult for that to happen,
but you know,
there's still other players in the game that need a bit of catch up,
but also that portfolio is really geared toward the leaders of the market.
And I'm still waiting for that short TQQ, long SKQ, just to know for that signal.
That is the signal to buy call options because that usually doesn't work out too well.
Shots fired.
That's all I'm going to say.
We're not going to say about who, but shots fired there.
But Sam, I like it.
Because he doesn't hold it.
He would not hold that position the whole week. I he wouldn't yeah that's true very true sam appreciate
those thoughts there on the market uh did we oh we lost vegas
oh vegas must have dropped there i think we got to everyone for the market sentiment thoughts so
if i if i'm missing someone i believe
everyone yeah everyone up here on stage i know has spoken so uh unfortunately vegas had dropped
did you go um yeah i could just copy and paste i mean a lot of what michael said just very
interesting a lot of what nick and andrew were jumping in with very interesting i do have the
same thoughts like chris was saying earlier too,
I mean, around the home builders and spreading out.
I mean, it's honestly, I feel like a lot of us are all kind of seeing the same stuff.
It's like we can't doubt the bull market and how strong it is.
And we can kind of point to some factors of why,
but we can also look ahead and say like,
okay, there's broadening out of the market happening here.
So it's, I don't know, I think it's very tricky. I don't have any just super convicted thoughts with where we're at
right now. And, you know, I probably would say my trading is kind of showing the same thing. I'm
just not doing a whole lot of action right now. I mean, I can trade futures, that's a whole
different thing, because those are shorter, much shorter term moves. But when we talk about, you know, swing trades and stuff like that and new positions, portfolio
stuff, I'm just not doing a whole lot right here. I'm kind of just biding my time and waiting and
thinking back to several of you guys mentioned, you know, what's happened since April and thinking
back to, hey, I bought a lot in April and I'm doing very well. So no reason to put the foot
on the gas and risk a lot of that
either so that's where i'm at and uh with that said i am very interested in where picks are going
to go this week we already got andrews in msos intc and everyone else i believe not on the board
just yet so chris patel our current champion what two absolute bangers do you have for us this week?
So unfortunately, there is no leveraged product for IHF, which is the health insurers.
So I'll just go with the straight regular one, just IHF.
That pretty much covers all the managed care companies.
So we'll do that. uh i'm gonna double down i
think palantir is still the short you want to be in and so pltz keep keep shorting that
until she comes back down you can do you can do short ctir two times granite share short
what's that the two times granite shares long Palantir.
So if you short the two X long for extra.
That's fine.
I'll just think that a straight short PLTZ is fine.
PLTZ.
I just want to know if Chris is ready to announce that he's going to work for
Citron research,
starting next week.
You got hired.
I was,
you left.
Listen,
listen,
as bad as Citron is with their $40 price target. I was, I was about to actually made a $25,000 bet with one of my colleagues about Palantir getting back below the 50s.
I mean, we called it off because we don't want to have bad blood between friends.
People are just not recognizing the absolute misdirection that management is showing everyone
and everyone is focusing on the good parts and no one is looking at the bad parts.
And it seems like people are willing to pay this crazy multiple.
And I think right now, as the market is starting to calm down, people are waking up to it.
And so Palantir right now, over the last three days, what is it, almost last week, it's been down 6%.
And these short sellers are now coming up with logic that's starting to make sense.
And I think that's being drilled into a lot of retail.
And retail is a lot more fickle than people believe.
So I think eventually you'll see this thing crater back to the 120s and probably even below the 100s.
So like I said, I'm all for it. So yeah.
Boom. There you have it. Chris Patel running it back with PLTZ that netted him that 12.23% win
last week. And IHF, that's healthcare, right? Yeah, that's managed care.
Managed care. There you go okay healthcare providers uh ihf
from chris fatale our current champion we'll see if he's able to hold on to that trophy appreciate
you being here chris and jordan you were second place so we'll go over to you next
all right tqq short no no no no no no no, no, no. I'm not doing it.
I'm not doing it.
Oh, suck it, Sam.
I'm doing individuals again.
What, did you guys make a side bet or something?
We should have.
You should have.
We should have because I was like, I bet he's going to go with a couple.
I mean, you're having success.
I know you were like looking at some of these AI tools to help you with some of this stuff.
Here's the thing.
When I'm like confident in price, I will with sppq tppq when i'm not so confident in price i'm gonna i'm gonna
go with these individuals and honestly these kind of generally tend to do better but uh we're gonna
go with two leverage shares etfs this week. I found a 2x leverage Adobe.
So we're going to do ADBG long.
Adobe just came out and swept some big lows from, what was that, April?
And we're getting some nice structure on the higher timeframe that I really like for upside.
And I think probably either this week or like into next week, let me bring up the actual Adobe chart, not this ADBG.
Yeah, on Adobe, I would like to see like back into the 370s maybe this week potentially,
like into next, get up and over that into some of those past highs that we sold off from at 376 there.
I'd at least like to see that move and that would be a nice gain on the 2x leveraged uh on that and then the other one i'm gonna do unhg which chris actually took last week and did really good with um i'm gonna i'm gonna i'm gonna take it off his
hands and we're gonna see if this thing can keep it keep it going but i wouldn't be surprised if
we want to draw back a little bit and maybe go sideways so maybe it's not like the best pick for
this week but uh we're gonna go for it anyway
and we'll see what happens but if it doesn't perform this week i'll likely try and pick it
up next week too so jordan i have i have i have multi-six figures in um call options on unhg so
i mean unh so i hope you win brother i hope that thing bro that thing's ridiculous like i love how
last week you absolutely called the bottom two.
You're like, I think Emp asked you.
He was like, oh, do you think like this is it?
Or do you think we kind of draw back a little bit?
And you're like, no, I think this is it.
Like, I'm long.
And then that news comes out.
And what's beautiful about all that is the price action told us way before any news headline did.
Right.
And you saw that, which was beautiful.
So hats off to you, man.
Really good stuff there.
But yeah, I'm going to try and take it off your hands.
We'll see if we can do something spicy with it this week.
I would love to just ask Chris real fast on that.
The 13F stuff, do you think that those guys are still underwater?
Do you think maybe they're break even here?
And they're probably holding that.
They're not really active traders,
but do you think that's going to be the continued tell-in
needed to recover this,
or is there something else kind of brewing?
I think a lot of them probably doubled down.
What we saw was, hey, I loved it at 340.
I loved it at 400.
I love it even better at 250, right? So I think we're going to see more 13Fs next quarter
reflecting the same thing. I mean, anyone who's a value investor understands that margins are one
of those things that when they're beyond your control, things can happen in the short term.
But there's always mechanisms out there that can help restore those margins. And that's where value investors come in, right? You have a couple of bad years where things didn't go in your favor
because of some of the changes that may have that are out of your control. For us, it was the
regulatory nature of some of the healthcare spending and everything else, the flip between different administrations.
And I think that really dampened the horizon on the sector.
And it's been sold to like multi-deck, like literally UNH is trading at from a multiple standpoint on a forward basis.
Like I would say this year is the mulligan year.
Don't look at this year's earnings. Look at next
year's earnings and look at the earnings after that and look at how much free cash flow these
companies generate and how much more they can kick into share buybacks at huge discounts to where
they were literally a few years ago. So when you think about that, I mean, that's a perfect setup
for a value investor that's looking long term, one to two
years, maybe even three years out. On top of that, you're also getting the fact that this is a
defensive sector while you're seeing the economy slow down, right? So you're looking for places to
hide. And, you know, things just worked out where, hey, one of the best places to hide is also the
place where you're seeing a tremendous amount of
value. That's why you saw every value investor getting into it as much as they could, whether
it was Tepper, whether it was Buffett, whether it was Burry. I mean, Burry degened into just straight
calls. So it's a very interesting sector. And I think once people really understand it, how much pricing power these guys actually
have.
And believe it or not, most of these companies have pretty wide moats.
And the way that I would best describe it as whenever you see an entire sector take
a hit, you've got to go bottom feeding and find the great great among those among that
among that sector or that industry.
Right.
So when you had the cruise lines take a hit,
best time to get in is when, you know what? The cruise lines are taking a hit. Who's got the best
balance sheet? Oh, Royals, they issued the least amount of shares during COVID. Okay. They have
the best chance of recovery. Boom. Royal Caribbean's up 10X from its lows in the $30 range,
right? Same thing with the regional banks. Oh, regional banks,
everyone is selling off regional banks. Find the best companies with the best balance sheets and
profit margins and have the ability to be flexible, have the least amount of ALCI losses
and bet heavy into them. And they're up 50, 60% right now from their lows in 23. So it's just,
it just, whenever I see this mantra
that people always throw out, you know, buy broken stocks, uh, don't buy broken companies.
Right. So whenever you see an industry take a hit, that's your sign that the industry is going
through a change and the best companies will know how to pivot. And they're going to be,
they're going to come out on the other side even stronger because the weaker players are going to end up getting they're either going to fold they're
going to get bought up and whoever is left is going to be holding um holding um all the cards
so i think if you look at the next year out right now managed care is a great place to look there's
a lot of strong companies there they have a lot of flexibility when it comes to raising premiums and keeping costs under control. And as they restore their margins,
their free cashflow jumps, in which case now as a value investor, you're just loving it.
You're getting a nice... For UNH right now, anyone who's buying UNH, you're getting a nice
three and a half percent dividend. You're getting almost $12 billion in share buybacks, right?
And at the same time, they're still generating $10 billion in free cash flow on top of that.
And right now, none of them are in a position where they can buy other things because there's
antitrust everywhere.
So what do they do with all that excess cash?
They just buy back shares and boom, now you've got, you know, you've got a...
Not to mention mention the other
thing also is there's been some tremendous amount of insider buying in the entire sector
cnc they were buying back like the ceo's buying back shares eli lily's buying back their own
shares i mean i'm sorry um ceo's buying shares elevance is buying like the executives are buying
shares i mean you can't get any more clear signals than insiders in the entire industry buying up their own shares so yeah that's sorry i'm a little
bit long-winded with that oh that's perfect some bonus alpha there from chris patel we appreciate
you sir uh just to recap jordan just picked adbg adobe 2x leverage and unhg unh 2x leverage ADBG, Adobe 2X Leverage, and UNHG, UNH2X Leverage.
Shout out leverage shares, baby.
Boom, shout out to leverage shares.
Give me that leverage.
We love that.
We love that.
Absolutely.
No theta, just leverage.
I like it.
Vegas did send a message.
She had a drop.
She wanted to go ahead and slide in.
She's taking Microsoft, MSFT, and TSLL again, Tesla 2x leveraged long.
So those are from Vegas, and we have a few pickers left to go here.
Knott, you were third place.
We'll go to you next, then we'll go over to Nick.
Wait, what picks did Knott's have?
Sounds good.
Knott's had Zeta, which kept him broke even.
Oh, that was Zeta.
He survived the Roblox down draw with his zeta long and still
made the podium bro what'd you do to roblox not we don't we don't want to go there it's just a bad
it's a bad situation over there i made money on it today that was nice yeah just just interesting
so the there's some investigations going on. Louisiana Attorney General looking into some of the activities that are being permitted on there, we'll just say, with a bunch of exposure to children. We'll just leave it at that.
So that's going on with RBLX as far as the news headlines go. Knox, what are your picks?
yeah by the way i absolutely love what has been been said i mean especially for healthcare stocks
i mean they're all beating down and you're seeing you know everyone come in and pile in
insiders institutions uh the company is buying back their shows i mean you do have to target
those companies when they are any sector when they are getting hammered, find that, you know, the best balance sheets.
Exactly.
That was Chris who was talking,
correct?
Yes.
Yes.
That was Chris.
Yeah.
Yeah.
I love that.
With that said,
I'm not doing a healthcare stock,
but there is no two acts leverage for Costco,
right?
Hold that thought. Hold that thought.
I was Googling too. I'm not sure.
I looked it up and I couldn't find it, but unless I'm missing something.
I might just be able to find something for you.
Well, I'll let you search for a second.
Yeah, give me a minute. I'll let you search for a second I'm going to do
if anything I'm going to do Costco
and I'm going to do
what's it called
eLab
both of them
I'm actually long currently
love the charts
Costco is specifically holding the 50 and 200
SMA for about four days now.
Um, and today it had a really nice rebound candle.
Um, try to whip lower, held it very strong.
Um, and I think this has room to easily push higher into a thousand plus, um, possibly
this week, possibly, you know, early next week, maybe Monday.
Help me out for the competition.
I know it's not a sexy play, but I could add 3% to the category there.
No leverage Costco, by the way.
Yeah, that's what I thought.
Yeah, maybe that's something we can fix.
You never know.
But Costco is one.
Astero Labs ALAB is my second.
But I think it's a three or four day pullback.
I longed it today kind of at the nine EMA around 178, 179.
I may be getting...
No, I think that's correct.
I'm not looking currently. I think it's at 185,
186 currently. This one has been absolutely on a tear. I mean, just three to four weeks ago,
it was a hundred bucks. It's up $80 since then. So, you know, there is a strong possibility this
could break out here and push into the 200s. And I mean, it has days where it goes 10 to $15. So this is one that I love. Currently longest name.
And right, you know, thankfully, bringing on both those positions, I'm looking to ride them on the competition as well.
Boom, there you have it. Bull Trade Finder with Costco, C-O-S-T and A-Lab, A-L-A-B.
It's the Stair Labs on the long side.
Nick Trendle, what two picks do you have for us this week?
All right.
Can you guys hear me?
I got you.
Quick test.
Awesome.
I'll pin both to the nest.
I think I'm going to stay away from these parabolic shorts
for a weekly competition because I think I lost last week
by a record margin with negg even though trading wise i'm gonna be looking to short negg and z epp
with those but for competition wise i'll stay away from those from now on um first one i got here is
pony um this is a chinese name and kind of sticking with like the Chinese theme that I
talked about earlier with K-Web's three and a half year base. Pony is a Chinese AI play that
has made a really linear move before from four to twenty dollars and has been just kind of
digesting and putting in the base since that point. A couple higher lows within the structure
and a really nice
shakeout on August 12th through all the key moving averages, bounce right back up. And then
just for accumulation days as we get up to this like 1650-ish pivot, that's the spot that just
like through today's high, stop at today's low, the 10-day EMA is how I would play that one. But
if we do have some quality earnings out of China
this week and we can get that theme on everyone's radar, I think this is a stock that it's already
shown that it can make linear moves. It's consolidated after one. And hopefully now we
can get another one out of the way there. So that's P-O-N-Y on the long side. And then the second pick on the long side, I'll go with V-S-A-T.
Similar kind of idea, just a stock that has made monster moves
and then consolidates extremely well.
The last one off the lows was from like 870 up to 1670.
So just a little under 100%.
Little double pullback in the 20-day EMA, then explosion with earnings. This had a 30%
move on earnings. And instead of having a sharp pullback after that, which we've seen with a lot
of stocks on earnings, the only two names that really come to mind that have gapped up on
earnings and then accelerated higher has been Celsius and Reddit. So any stock that's making a big move on earnings
and then just consolidating is a name on my radar.
And BSAT had quick pullback to five day,
nice push on the 13th back up to the closing range
of earnings and then three extremely tight days
now into the five day moving average.
And this, I mean, this could be one where it's too tight for too long and from contraction comes
expansion in either direction. But because of that contraction,
you can play it to whichever direction that you want and still manage your
risk really well.
So a name that I'm looking through today's high as the buy point stop would be
below the last three days in the five day moving average there.
So you can have your risk really tightly managed.
Oh, and there you have it.
Nick Drendel putting two great names on our radar.
Pony, P-O-N-Y, and VSAT, V-S-A-T, that's via SAT.
Both on the long side, right, Nick?
Correct.
Okay, just double check.
I mean, that's the way I heard
it. And that's the way I saw the chart as well. But I was like, let me just make sure. Boom,
there you have it. P-O-N-Y and V-S-A-T from Nick. Also check out up there in the nest,
some really nice charts that Nick Drendel, go ahead and follow Nick Drendel. Everyone up here,
Michael, Knott, Chris, Sam, UC Jordan, my account's up here as well.
You don't have to follow my account.
I don't care as much.
But, boy, we really do appreciate all this crew coming in each and every Monday.
No, you follow M.
You follow M if you want.
We'll follow the Wolf account, whatever.
If you're trading in education in the morning.
Either way.
Big shout out to the crew, as always.
Nick Drendel with P-O-N-Y and V-ony and Vsat on the long side with a couple nice
charts up there Michael Knauss let's get your picks next and we'll finish up with Sam Solid
her thing so same caveat as always I don't know anything about these companies I have no idea what
they do but uh I'm a quant so I run systems and models and back tests. And they tell me what to trade
and how to trade them and when to trade them. So I've got one kind of crazier one for you guys and
ones that probably be a little bit more calm. But again, just if you're someone who wants to know
to know what it is your companies do,
what it is your companies do, you have to look at that yourself. I have no idea at all.
you have to look at that yourself.
I have no idea at all.
The first one is MTNB.
This is a $1.50 biopharma company,
so I shouldn't have to say this,
but watch your butts,
because when you're trading something like this,
it could double easily.
You could get cut in half easily.
What was the ticker there?
MTNB.
It's a weird one, I know.
Mantis?
Mantanas?
I don't know. Biopharma
Holdings.
I'm not
I'm not finding it.
N as in Nancy, B.
M-T...
Oh, there we go.
Yes, got it.
Okay, okay.
Yeah, we're going to have to go with the phonetic alphabet there,
but I got it now.
M-T-N-B.
I got it.
I'm all over it.
Sorry, continue.
Yeah, again, no idea what these guys did
to make them go from $ cents to three bucks last week.
But that's essentially what this system is looking for.
It's a pullback system.
So it's looking for kind of a momentum thrust that happens one week on higher relative volume and just a big move.
So again, just looking for generally speaking, it lines up with some sort of
earnings report or change in fundamentals, or in this case, probably drug news, just knowing that
it's biopharma. And then we bid back down into kind of a VWAP type area, which is what happened
today at about $1.75. So full disclosure, I'm long it from about $1.75. But that's all we're looking to do is
we're looking to buy pullbacks in these strong names, knowing that with this strategy, it's like
56% of the time. By next Monday, they'll be higher than they are. In some cases, much higher,
right? In some cases, obviously much lower with names like this, it could go back down. But
one thing that was interesting,
I thought I'd bring it to you guys,
is just to talk about the dollar
and how important that dollar price point
is something like this that is listed on the NYSE,
on the ARCA exchange.
Essentially, if you can't stay above a buck,
you've got to do all kinds of financial shenanigans
in order to do reverse splits and whatever to stay listed and this one
was trading under a buck for a long period of time and got itself over a dollar and sometimes
that gives a little bit of more confidence in some names because it means they don't have to do this
type this crazy stuff to to stay listed so sometimes that dollar whole number can be
support and resistance because
you know it's not just a random number it's very important in order to stay
listed and if you can't stay listed you go to the otcs you have a bad time but again please be
careful i i have bought enough of this thing that if it goes to zero tomorrow i'll only be a little
bit upset i'll have to have like three beers, not 17.
So be very, very careful when you're buying or trading anything that is a biopharma, that's a dollar stock,
anything like this is, again, you have to be very careful.
And all of this I posted in the little chat there below
if you want to look at the charts and everything.
This other one I made a video about.
This is Ziff Davis davis again no idea i don't know
i don't really care i think i do better when i don't know what they do uh and this one had a
couple things that really stood out to me this is a more momentum strategy right it's looking for
a nice tight base breakout. This would probably be a
little bit more what like a Nick would play or something like that. Had a pretty like a 33%
gain after earnings there, a nice little pop up on an earnings report after just consolidating
sideways. It's a low base, but consolidated sideways there for since March. And it's just
been kind of chilling in the space, broke out that base on Nerning's report which I really like because that's some sort of
fundamental data that you know nerds that follow this stuff know about even though I don't and
then just consolidated sideways between you know call it 37 and 34 for a period of time and then
popped its head out today and broke a little bit of that
that really tight base that it put in after breaking that much larger base and for me you
know this is another kind of one week hold strategy looking to see if we got to pop up into
40s right the low 40s or something like that I'd be happy uh with with a stop loss is going to be
sitting around 34 right so i'm risking three to make potentially six or nine i'll take that again
all day long this one also has a little bit better than 50 50 no this sorry this particular strategy
has less than 50 50 win rate it's like 48 but when you're right, you make sometimes generally three times what you lose when you're wrong. And you can just run the numbers of having a 48% win rate by the three to one risk reward over the long run. That's a very profitable strategy.
company this is going to be more safe anyway because it's traded for a long period of time
and just seems like a more legitimate company as opposed to that other one so just be very careful
with that right this thing at some point in its life went from a low of 20 cents up to a hundred
dollars and has now been pulling back to 37 some point, but just a nice looking reversal candle out of
a large base and then some consolidation that it's now breaking out of. And that one is ZD.
So there you go. One crazy one for you that you should be really careful about. And one that's
probably going to be a little bit more chill. Well, there you have it,ael now and i love how we have a plethora of different strategies on
the space each and every monday m t n b and z d and i'll have both of these tweeted out here
shortly after we get the last couple picks in sam solid you're up to bat yeah so um actually make this short before you go what before you go wow gab picked he
he texted me he picked nbis and ives so if you have nbis on your uh oh he's going long
eyes yeah i was just uh just gonna just just in case were going to try to pick MBIS. I don't have a backup pick from Gav, so he gets it.
No, I mean, technically, he kind of is going long MBIS twice,
because that was just added to his UTF.
But no, I'm going to go long GitLab GTLB, and I'm also going to go long Oscar.
Hold on, I forgot to check Prospero for this one.
Yeah, it's going to look pretty good pretty good so i'm gonna go along both all right so gitlab gt lb and oscar health oscr both on the long side correct
that is correct boom all right there you have it. Sam Solid. GitLab.
Are they getting bought out?
Can I just ask you?
I know I've asked you before.
Just tell me they're going to get bought out and I need to be along the stock.
Yeah.
I mean, I signed an NDA.
I might go to jail.
But yeah, they're getting bought out.
Okay.
Yeah.
I'm just kidding.
I'm just kidding.
I have no idea if they're going to get bought out. I just, you know, I'm obviously I've been I'm still bullish in this long term.
But the just the shortterm chart looks really good.
Boom, there you have it.
GTLB and OSCR from, oh, that's from Sam Sall.
I almost typed those in my name.
No, let's not do that.
I've got-
Yeah, wait, no one picked OSCR, right?
OSCR, no.
Okay, good.
I thought Knott's might have picked it.
No, Knott's went with Costco and Alab.
All right.
That brings it over to me, last but not, maybe least.
I don't know.
I have two picks here.
I'm going to go long Uber with UBRL to 2x leverage Uber. Uber just looks like
a breakout and a $100 test is imminent. So I'm still bullish Uber, still long Uber personally,
and I like how the chart's set up. So UBRL is 2x leverage Uber. And the other one is a position that I've had before. Me and Sam have
talked about this a couple of times and I'm dove back into it today. Ticker NU, Nubank. I bought
some equity and some leaps today. Actually, I was waiting to get back into this name. They had a
great earnings report. They pulled back a little bit the day after it,
and then today shot down and got bought up quickly off of an area that I liked. So that's
ticker NU, Nubank, for my second pick. Let me hit post on this. Of course, as always, if anyone
sees an error in there, please let me know in the next 30 to 45 minutes so I can get that corrected.
I do my best. Sometimes the phonetic alphabet gets a little interesting here, but there's a
whole list of picks. We've got all kinds of picks from all different types of strategies and great
minds. Once again, I hope you are following these great panelists up here. If you're not,
you are definitely missing out all the great things they do both on and
off this platform.
I will have to say several of our panelists up here have some really great things, live
streams and other services outside of just these spaces that we do each and every Monday.
So shout out to that.
You will improve your timeline if you follow all of them.
And there is that pinned tweet up top.
We will see who wins, who takes the cake this next week.
Does Chris Patel hold on to that trophy,
which we should give him two trophies with that blow,
like just blowout type of win that he had.
I mean, it was Eagle Super Bowl blowout type of win here this week.
But we'll see if he can hold on to it next week. Same time, same place. Next Monday, 5 p.m. Eastern. We run
this big show each and every week right here on Wolf Financial. Let us know under that tweet,
who do you think is going to win? Who's your favorite pick in there? We've got everything
from MSOS to Pony AI to Microsoft to UNH. We have a short Palantir essentially for Chris Patel,
GitLab, Costco, all kinds of stuff. Even ZD, an interesting one that I'm going to dive into a
little bit there. So big shout out to the crew. Thanks everyone for tuning in on this Monday.
It's been a great Monday here on Spaces across the entire Wolf Financial Network.
We appreciate everyone, and we will be back dark and early with Jordan first thing in the morning,
8 p.m. Eastern, futures trading show, talking about trading future psychology, strategy,
all of the above, and then we'll take you right into that opening bell.
Take care, everyone. Have a great rest of your Monday evening. Thank you.
