Projects
![]()
No projects found
Investors
New
DAO Treasuries
DATs
Lend / Borrow APRs
Chains
Categories
Spaces
STOCK PICKS FOR THE WEEK!
Recorded: June 23, 2025 Duration: 0:55:24Space Recording
Short Summary
In a lively discussion, panelists analyzed the current market trends, highlighting resilience amid geopolitical tensions and the potential for bullish sentiment. Key insights included the impact of inflation trends, the significance of regime changes, and the ongoing growth in stock performance, particularly in high-flying tech stocks.
Full Transcription
Thank you. Good afternoon, everyone.
Hope everyone's doing well.
Hope everyone had a great day in the market on this Monday, June the 23rd, where we had
a green market after some all over the place type of stuff going on.
Obviously, a lot of Middle East tensions, attacks, retaliations, all of the above.
I'm sure we'll hear some of that as we go around the panel shortly.
I'm sure we'll hear some of that as we go around the panel shortly.
But overall, a green day in the market and a lot of names up.
Some names not doing so well, but a lot of names doing very well.
And interestingly enough, from when we run this show and we do our competition each and every Monday,
5 p.m. Eastern right here on Wolf Financial for Stock Picks of the Week. We take Tuesday's Open and we go into the following week, Monday close. So exactly a
week of market time, which is how this competition works. And the market is in the exact same place
that it was when we ran this show at this point last week, essentially, obviously, Tuesday from the open
till now, SPY up a whopping six cents since last Tuesday's open.
And QQQ also six cents.
Both, I mean, the marginal, we're going to just call it flat.
The market went nowhere.
We had some picks that did well.
We had some picks that didn't do so well uh we have some winners and we obviously it was interesting i actually was
tracking some of these this week and a lot of these picks did very well and then gave a lot
of it back at some point so i it was kind of all over the place this week but interestingly enough
we had a little bit of a boat race there at the end too
for the third place spot. But I'll get into all that here in just a little bit. I do want to kick
off the show with some market sentiment thoughts, some bigger picture thoughts. Andrew, I see you
up here early and I always love the enthusiasm. Andrew, I want to start with you today. I want to
see what you're seeing in the bigger picture of things. I mean, obviously we look at the market,
we had kind of an ugly day Friday, kind of a not so great end of the week and a nice bounce back
today when I look at this daily chart and the setup, technicals, all of the above. Maybe a
slimmer of decent news in there as well today after not so great at the end of the week.
Where are you at, Andrew?
Would love to hear your thoughts.
Yeah, I think the setup for today's session is actually pretty clear cut.
Thanks for having me on as always.
So we had the Iran conflict.
The United States bombed Iran and targeted some of their nuclear facilities.
And that's a big reason for a potential panic in the market.
So given that the market did not panic whatsoever, this was the best case scenario.
It appears the market believes this was just a targeted strike.
There's going to be very limited blowback.
And for that reason, we see crude oil.
It's down 7.22% today.
I think one of the big risks was that this was a more extended conflict.
Crude oil would just rip higher and it could cause some harm to the inflation outlook.
But that did not happen yet.
Crude's down 7% today.
The equity indices are trading just a smidge off their all-time highs. So I think given
that we had that event that could have been so bearish, but it ended up working out fine from
a price action standpoint, I think you pretty much have to be leaning bullish here. We also
have the VIX, which is pretty close to a 20. And again, this is against a backdrop of the worst case scenario as of right
now, not unfolding. So there's always that potential where there's another headline that
comes out of nowhere. It seems like this year that that continues to happen. But if there are no
new crazy headlines or anything of that nature, it really just seems this market wants to move higher. So that's kind of where I'm sitting on the market right now.
And yeah, so I think it's really just looking for those opportunities.
Appreciate you kicking us off, Andrew, with those thoughts.
The most interesting part to me of this market right now is individual names here and there just making
insane moves. I mean, we saw Coinbase last week, we saw Oscar and several others. And then we've
seen some other names that are not even participating in the intraday rallies like
Google. That just doesn't seem like it has any love to it right now. It's been a very interesting
market over the last little bit. Ben, let me go over to you next and see what thoughts you have around the market.
Yeah, my thoughts regarding geopolitics are a little bit different than Andrew.
I've been bullish about this whole thing.
I think generally you always buy war.
Any dip on a war is always a buying opportunity.
And from the start, I've seen this conflict as
an overall bullish for the world and maybe even for the U.S. economy.
Yeah, I was born in Tehran, so I was kind of vested interested in this. And in the 1970s,
when I was born there in the 70s, Iran was a westernized country until the revolution
happened in 79, and we're forced out to America here.
You know, this war, it's not explicitly said.
Actually, now it is.
Trump explicitly yesterday talked about regime change.
That's really what Trump, Netanyahu, and Pahlavi,
I always forget his first name, but the son of the former king of Iran, they are
very tightly coordinating this.
There's a lot of coordination between these three parties right now, and they're looking
for regime change.
And again, even if it's not explicitly said, but yes, yesterday it was explicitly said,
and regime change can be a very positive for world peace in this area, but also for the economy.
As I said, Iran needs to be a westernized country.
And if there's a regime change to it, a democratic political system there, you could see trade
opening up with 90, 95 million people in Iran to Western companies.
So the only kind of negative catalyst or possible play I've seen since this conflict started was just like temporary, you know, trade ideas or positions in oil or gold, you know, or Zim, which actually Zim didn't work out for me.
I was trying to play that one.
But, you know, even if the straight of four moves, that was really the only risk.
Even if they tried to attempt to close that, it wouldn't have lasted.
And it would just have been an opportunity to short oil if it popped to like 100 plus.
So from the beginning, I always saw this as a buying opportunity to buy war here.
And the only kind of risk I'd seen in the market was just a technical profit-taking correction if we closed below the 20 DMA.
But we bounced off of it very strongly today.
So I think that risk is off the table. And I actually think if you do see more extended
conflict in terms of like if Khomeini is taken out, if there's confirmation that it's dead,
I think you're going to see the market rip several percentage points. As I've been saying
since the conflict started, if there was a
zero chance of regime change a couple of weeks ago, well, there's a non-zero chance of regime
change now. And the market has to start pricing in whatever percent chance you think that
is times the increased TAM of 90, 95 million consumers into the westernized world. So the
market has to start pricing that in.
So yeah, I have a pretty rosy outlook on this conflict.
I think it's good for the world geopolitically and for a western economy.
So that's my take on the macro.
And again, it bounced off the 20 DMA nicely, so things are looking pretty bullish for me
right now.
Yeah, that was probably the thing that caught my attention the most was I was looking at
I was like, okay, I see a rising wedge, I see a little bit of a possible structure breakdown
across like the S&P.
But I also see a 20 day moving average that hasn't been tested in two months.
And you have to feel like, you know, even from a simplistic investing standpoint, like,
hey, let's start buying here. And so I kind of took that into account and I definitely see that.
And, you know, here we are with positive reaction and, you know, positive news. It seems like,
Ben, to the point you're making there, seems like the response by Iran today,
nothing with the straight-up form news and just kind of the same amount of missiles,
I guess, quote unquote, that were dropped on them and the fair warning given to Qatar,
et cetera, et cetera. It just seemed like, hey, maybe best case, I don't know if there is a best
case scenario when it comes to war, but obviously maybe the best case scenario as far as the market's
concerned of what the retaliation looked like.
Yeah, yeah, we'll see. I think actually the best case is if there is some sort of escalation,
which there has been actually, as I was saying, the last 24 hours, very coordinated action between
Trump, Notanyahu, and Reza Pavli this morning.
Israel was taking out all of the regime security and things like that related to they're trying to keep,
you know, riots and stuff from like an uprising.
They're trying to keep a popular uprising
and Israel's trying to spark a popular uprising in Iran.
So I think, you know, any movement towards that,
I think is actually a positive.
So I actually think, you know, when Trump is talking about, oh, now there's going to be peace, I think, you know, any movement towards that, I think, is actually a positive. So I
actually think, you know, when Trump is talking about, oh, now there's going to be peace, I think
that's all bullshit. That's good cop, bad cop with Netanyahu. And I think the direction is very clear
in what Trump and Netanyahu are after. Very clear they're looking for regime change. So,
and I think, you know, if we had dropped below the 20 DMA, I think it would have just been
coincidental. Everyone would have blamed it on the war, but it would have just been, you know, if we had dropped below the 20 DMA, I think it would have just been coincidental.
Everyone would have blamed it on the war, but it would have just been, you know, something that wanted to happen anyway because of some profit taking a technical correction.
In no way is this conflict bearish for the economy, in my opinion.
Yeah, I appreciate that take there, Ben.
Chris, let's go over to you and see what thoughts you have around this market. And boy, it sure is resilient.
change where they go a little bit more democratic, they go a little less theologic. That would be
the ideal scenario. My own personal take is I hope the U.S. does not have to get into a ground
war to do it because I've seen this happen in the past where U.S. goes in and we look like
aggressors and we're only there for oil. And then there's popular uprisings that are primarily
targeting U.S. soldiers. So we just make make things worse so usually when i see conflicts like this i'm like internal internal
um revolution is way better than external revolu you know external folks getting in there and then
the power ends up shifting over and the main beneficiaries are actually the fundamentalists
who who are usually the crazies in the bunch. So I'd
rather, like I said, I'd rather see if there is going to be regime change that it's done organically.
Maybe a little bit of support by the U.S. and Israel could be in the works, at least politically.
But as far as U.S. putting boots on the ground, I think that would just galvanize the fundamentalists
to say, look, the invaders are here. Let's all get together and take them out. Pretty much we saw the same
thing happen in Iraq. When the US went in there, they welcomed us as liberators. And then six
months later, they were like, these guys are occupiers and they turned on us. And that's not
the way that the US should conduct foreign policy anymore, regardless of how we may feel about
their way of living and
their standards and all the other stuff. So Iran's a little bit different in Afghanistan and Iraq,
of course, but I still, once again, would not want US troops to be the bulwark of the regime change
that would happen. The one thing I can say is with regards to Strait of Hormuz and all these
other things, people forget that most of the energy that gets applied to China comes from the Strait of Hormuz.
So one of the biggest political backers of Iran has been China.
And by basic...
Okay, great, Alexa. Thank you.
Usually what happens is the big brother can can exert did alexis say isis
no no no it's one of my computers like it just randomly disconnected and connected
it wasn't isis bro now now that homeland security is
damn it now i'm gonna get a phone call from homeland security if i'm in if i'm in guantanamo
bay the next next monday it's because y'all okay so don't worry about it we gotta I'm going to get a phone call from Homeland Security. If I'm in Guantanamo Bay the next Monday, it's because of y'all, okay?
Don't worry about it.
We're going to wait for Hal to come in, all right?
You're cool, Martin.
We're going to wait for Hal.
You're good.
I'll let you guys know what the weather's like in Cuba.
What was I saying?
Anybody ever something meat sandwich?
Sorry about that.
That just caught me off guard and cracked me up.
Chris, you were talking about the China risk with the street. Sorry about that. That just caught me off guard. It cracked me up.
Chris, you were talking about the China risk with the trade.
So most of the energy that 60% of energy that comes from China, for China comes from the Middle East.
So they have, they could put a lot of pressure.
I think the U.S. actually put a lot of pressure on China to kind of dial
Iran back a little bit.
And to some degree,
the reason why we didn't see a more aggressive response is primarily because of that.
The other thing is Qatar, who is somewhat aligned with Iran because they do share a giant natural
gas field right there. I forgot the exact name of it. But basically, they're also in a position
where if there was a closure of the
Strait of Hormuz, they would end up getting hit significantly. So all of these things combined,
this honestly was, in my opinion, nothing burger. I think a lot of people thought oil prices were,
including Goldman, oh, there's going to be $120 barrel oil. And if you just look at the data,
there's so much excess capacity out there that any
increase in prices would have saw OPEC countries going crazy with their spare capacity coming on
the market. And then you've got US shale drillers who've been kind of holding back at $70 a barrel
because that's their break even. at $85, $90,
they become profitable. So you got all that inventory that would come on right away. So
the key here is if you're looking from a supply demand standpoint, there's way more supply than
people think. And yeah, I mean, if there was a closure with the Strait of Hormuz, I don't think
it would have been a very durable closure. So once again, I don't think that that's a really major concern.
So I think the markets are going to rip higher.
I think we're also starting to see, on the other hand, inflation coming down.
And one of the main fears that we had over the last few weeks was that oil prices would create an oil shock and that would boost up inflation again.
And that doesn't seem to be happening based on today's data.
So once again, now you've got some Fed governors coming in and saying,
hey, maybe we need to be thinking about doing a July cut, which is kind of bullish.
So I think we're headed into a better situation going forward.
I think the economy is still weakening a little bit,
but that's also good news for the people who are inflation hawks.
And I think they're going to have the justification to start the cutting
process a lot sooner than people think.
And I think we are going to get substantially more rate cuts than the market
is currently projecting and the SEP is actually projecting.
So I would probably position myself to take advantage of those rate cuts.
So, yeah.
It'd definitely be interesting to see how much,
I guess we're kind of getting an idea
of who those little bit more dovish dots were
as these Fed speakers come out and make their comments.
But I also wonder how much,
how many of them are vying for maybe a future job in
about 11 months from now. That would be interesting as well to see. I appreciate those comments,
Chris. Great to have you on. And if you're new to the show, of course, we do go through,
do market sentiment first, and then we come back around and get everyone's picks. I'll also go over
the winners from last week here shortly uh but first off i'm going
to go over to knots and see what market sentiment thoughts mr bull trade finder has
well i do as a state i was not expecting us to instantly come all the way back up today and
actually make new highs on the day intraday um know, after the reports that everyone saw this morning, or yeah, just about actually at lunch.
And from lunch, I should say, we went from, let's see, from the lows, just about 524 on
Qs to the highs, just about 532.
So over $8 of move there.
Again, I did not expect that, especially, attacks were sent on military bases owned by the U.S. overseas.
But overall, we just got to see what the reactions are, follow the news in any way possible, and take advantage of it.
Something I did not do on that second half because I was just not expecting that. But
I did have put spread, so I did take advantage in that end, luckily.
Yeah, I don't know. I mean, you know, market is news driven. Obviously, we do have technical and
everyday moves, but, you know, news totally changed that up-to-date intraday
and then totally reversed itself and went to new highs, like I said.
I'm taking everything with a grain of salt,
being ready to trade whatever is given to me,
and basically going from there.
It was definitely interesting to your point there, Nuts.
It was interesting to see
qqq on friday a bearish engulfing to the downside and then almost a bullishing yeah almost a
bullishing golfing back spy did have what we call it you know a three bar or a bullish engulfing of
friday's move today so very very interesting from a technical standpoint here on that.
And Knott's, we'll come back around to you here in just a little bit to get your picks.
Jordan, last but not least, never least, usually last actually.
Well, you get to go in front of me.
Either way, Jordan, what are your thoughts on this market?
Well, you know, we're still in this higher timeframe range that we've been in for a few weeks so that's interesting it was a good day in the market though i feel like
we had solid moves this morning got pretty choppy then we had that move down like right i don't know
what was it into lunch or like right after lunch that was that was beautiful um just like a lot of
opportunity on the monday so
solid solid monday on the side of things but i'm interested to see i we opened up and gap down
last night we completely filled that was another kind of tap and sweep of pre of that uh not last
week's low but the low below that or the low prior to that basically so i i'm watching here we have a
ton of highs just stacked above us i'd love to see us trade to them it's just every time we've
like looked like this trying to kind of set up to the highs we have failed so i'm wondering like oh
is it just another time are we gonna fail and stay in this range but i don't know it's looking good
it's looking like we have a lot more momentum so if we can really get going this week i'd like to see us try and trade towards all of
these highs that we made um on the way down the past few weeks in this range which would be like
next spot on nq is friday's highs which we finally did tap on es today um so that's already hit on
es es is looking a little stronger in this area.
But then NQ, next spot I'd be looking for is 22,222. And then that previous weekly high at 320, just the top of this range.
So I'd love to see us kind of get the momentum to get there.
But I will be looking for some lower time frame shorts kind of off of some of these highs
if the market's
giving me opportunity for that but i'd really like to see us just get out of this range and whether
whether it's to the upside or downside i really don't care but it's clear that we couldn't break
to the downside below those weekly lows and we're sweeping them and prices hold them we're getting a
lot of momentum off of there so i think it's time to go to the range highs so we'll see if that's the case
i don't know if it all happens this week either of course like might take longer than i'm thinking
but you know i would like to see us at least get to some of these highs throughout the week
um and see if we can you know just get some momentum going outside of this range because
we really haven't gotten any any breaks outside of it but overall overall, on a lower time frame, even though
we've been chopping in this four-hour range, it's been back and forth in a four-hour range,
which means there's a lot of opportunity up and down, even though you're not really getting these
crazy follow-through trades. But if you're just trading to those overnight levels and trading to
those kind of low-hanging fruit, I call it the lower targets that you, you know, can accept a little better than, uh, than I guess those crazy
moves. Like for instance, I'm usually looking for those crazy 150 point, 200 point moves,
but the market's really not giving me that early in the morning right now. Um, it just depends on
the volatility. Sometimes volatility is a little higher and you can get some more points, but
overall majority of the time right now, I feel like it's a lot.
It's a bit lower, more than that 70, 80 point range, which is still amazing.
But, you know, just not getting those crazy massive trades with the follow through.
So I think today was a good start, though.
Today, we finally saw some follow through over the overnight highs, which we haven't
really seen pretty much this
whole time we've been in the range.
We've ended up just kind of rebalancing under the overnight levels every single day.
So I'd like to see this kind of behavior continue throughout the week.
But it's Monday, right?
It's early in the week.
So we'll see how it goes.
Either way, I mean, market's just been relentless.
Market's just been relentless, as we know.
As we know, every dip is getting eaten up.
Every dip is getting eaten up.
I've really played majority longs on every position I take.
There's been very few shorts, but I have been taking them when they're there.
And if I get clear opportunity for it, I don't mind going short.
But I just think, especially I'm trying to catch those bigger moves,
I think it's a lot less opportunity for the short side right now,
just with the market,
the way it's going,
you know,
I mean,
bulls just keep buying up every dip.
again,
if I get some real triggers for the downside,
I'm happy to play it.
I want to go take out some of these highs set up nice for it.
I'm,
I'm happy to play that side,
but other than that,
I'm going to continue to just take it level by level and trade to,
uh, to these highs until we reach the top of the range.
And then we'll see what happens there.
That might be the end of this week.
That might be next week.
Don't really know.
We'll see.
But either way, those are my thoughts right now.
Definitely bullish.
But I don't mind playing the short time frame short when it is there, when it's giving me opportunity.
It's kind of rare for me right now appreciate those thoughts jordan and from the entire panel i'll just throw my little sprinkles on top here we have traded 28 days that's 42
calendar days 28 trading days in a five percent range on the S&P. So we really haven't gone anywhere.
It has been...
Precisely my point, yeah.
I mean, goodness gracious.
What a range.
I mean, it's a 5% range, but still...
At least it's like, yeah, exactly.
It's a 5% range.
There's plenty of opportunity within it,
but it's just, it's tough still, you know,
going back and forth like that.
It's like you want the market to do something
on a bigger timeframe.
So we'll see what she wants to do.
Yeah, we'll see what happens.
I mean, like I said a little bit earlier, I saw kind of a little bit of a break of structure and pull down.
But the first touch of this 20-day moving average, sometimes something as simple as that can bring your buyers right back into the market.
We know people have been off sides chasing this market up,
and maybe they were, okay, 20-day, maybe that's as good as I get.
They start buying Friday afternoon and today.
So we'll see what happens.
I am curious what's going to happen if things in the Middle East do calm down
and we get back to the tariff stuff going on.
We basically have nothing going on.
We have no real deals in place that we have been announced or that we know of. Obviously,
we had the talks with the UK. But outside of that, that clock is ticking. I'm sure
there's the, you know, just kick the can down the road, give another pause, whatever. That's
obviously a possibility, probably a probability almost at this point. But it will be interesting to see what happens
when we get back into those. Obviously, the tax bill stuff's still going on as well. But
I also see a scenario that looks really similar to last summer around this time. If you go back
to last summer, we were just coming into new all-time highs.
And not only that, we spent about two to three weeks from the end of June into about July 10th, 11th, just creeping to the upside.
Just, you know, half percent type of moves to the upside, very low volume.
So I do see a gradual float to the upside as a major probability here. So I think that will be very interesting to keep on watch.
And with that, we're right at the half hour mark, which times out perfectly because I want to get
into the picks here for the coming week. And first thing I'm going to do is review this past week.
Once again, I said at the beginning of the show, we went nowhere, absolutely flat on the market itself.
But we have three winners, three podium winners as always here.
And I also highlight the best picks of the week here.
Podium for last week, third place finisher Chris Patel with NCLH and UNH.
Chris Patel with NCLH and UNH came out just under break even overall and found his way onto the
podium there. Second place was Evan, Stock Market News, FBL and AAPX. AAPX is the one that pulled
the weight for him. Gave him second place 1.5%5 return and then i personally was the top spot because i had
tsll i was shocked last week as much as you guys pick tsll and tslt and every other version of
tesla um the one week we're going into the roboTaxi stuff, and I was the only one that took it, which that had a 13% return.
My other pick, John Deere, was a little bit red, but I averaged out at 5.77.
The top picks of the week, and this is the most interesting thing.
We have Mr. Bull Trade Finder up here.
Bull Trade Finder found the best and worst trade of the week.
Just some very unfortunate circumstances today.
Oscar was Knott's pick, and it's been his pick for the last couple of weeks. It finally took off
28.59% return for Oscar from Knott's. But his other pick was Hems, which we know did not do
well today. He was in a commanding lead until basically the market opened this morning.
I mean, just an absolute commanding lead.
And I watched him slip out of third place and Chris Patel edge him out there
right at the belt today.
So that's where we're at.
The best picks of the week, that Oscar Heltz, of course, from Knott's, TSLL,
and AAPX from Evan, top three picks of the week uh that oscar health of course from knots tsll and uh aapx from evan top three
picks of the week and that was our our podium was imp myself and evan and then chris let's go ahead
and jump into some of the picks for the week uh evan's not here i'll stay till the end either way
so chris we're gonna start with you for your picks going in the next week so i'm going to go with the the cruise lines carnival cruise lines and norwegian cruise lines
so yeah the carnival is going to report tomorrow hopefully it shows that there's been a good amount
of demand um and they've got a new island going so there's going to be super bullish
and now with the middle east situation somewhat behind us and oil prices
retreating, I think they'll catch a bid.
So I'm going to go with Norwegian and Carnival.
So CCL and NCLH.
Chris is jumping on the cruise to come see me down here in Mexico.
Mexico. That's what his plan is. That's why he's along the cruise lines. CCL, Carnival Cruise,
That's what his plan is.
That's why he's along the cruise lines.
and NCLH, Norwegian Cruise Lines. They're both on the long side from Chris Patel. Thank you, sir.
Let's keep moving it around. Knott, we'll go over to you next since, boy, great pick. Knott,
what do you have to say for yourself? I just want to know how disappointing that HIMSS news was today.
Speechless from Knott's.
Not disappointing.
Boy.
Cold shoulder from Knott's.
Well, we'll circle back around to Knott's here maybe in a minute.
Maybe he stepped away from the microphone.
Sam, let's go over your direction next then uh well i i think
it's so hard to tell where the market's going to go from here but i might go from momentum so
uh my first pick is going to be apple oven uh ticker symbol eight we were doing the picks right
yes yes picks ticker symbol app uh it's apple oven um they got a little bit of bid today after We were doing the picks, right? Yes. Yes, picks. Ticker symbol APP.
It's Apple Lovin'.
They got a little bit of a bid today after making their pivot lows from last week.
They're down about 25% from their recent highs before the S&P 500 rebalancing,
which we got the news that there was no rebalancing, which is very odd to see.
So I'm going to choose app as my ticker symbol
um i'm seeing ad tech finding a lot of strength here in the market and of course since uh we have
to be good timers in this competition i'm going to go with app and i'm also going to go with uh
fbl as well which i believe is the uh rex shares two times uh meta etf or i guess the whole company
facebook etf uh but yeah i think i think ad tech might be a little bit strong here,
especially thinking that we're probably going to rally pretty hard from here
in light of just basically having a fake breakdown.
Those are usually the best setups in the market.
So I'm going to take that and go along both those.
Tell me that's FBL, right? That's the 2x meta facebook yeah i think so let me check
fbl yes yes i got okay i was just making sure i had that typed in correctly on the sheet here
fbl perfect all right so sam solid going with apple tell about Apple. What's going on with Apple and in the ad space right now?
So, I mean, the valuation basically doubled, say,
those three short reports that I early this year.
One of them from being from Money Waters,
which is a much more reputable short company.
Our company does shorts on a bunch of companies,
release reports.
Funny thing, the person who actually runs Money Waters
is actually on the compounding
friends a couple of months ago.
It was a pretty interesting episode, actually.
But anyways, they had another show report be released after it was down like about 15%
from the rebalancing event.
And then it just kind of took a nose back after that the following day.
And just getting trending down.
But I think that's why the technical chart goes.
Might see a little bit of a bounce here. A little bit about performance in terms of the ad tech companies.
Reddit was a little bit weak today, and so is TTD.
Both somewhat flattish, but Reddit did have quite a run lately.
So wouldn't be a surprise if this one comes back here.
If you want a background on a company I'm loving, I would think that this is probably one of the strongest in terms of the sell side platform,
as well as delivering AI products
toward its advertising segments.
So we'll see what happens with that one,
but overall it is a strong momentum name.
So it might make a little bit of a run.
All right, that is APP and FBL from Sam Solid.
I'm going to try Knott's one more time, testing Knott's.
All live.
There he is.
Sorry, sorry.
If you called me, that's my fault.
I did.
I just want to know what you have to say for yourself, first off,
for what happened with HIMSS today,
but also I'm going to go ahead and toss it to you for your picks.
Yeah, I'll quickly do hims um i know we talked about today obviously you know um nobody in order to
pull back their deal um you know they stated you know they think whatever their hims is doing is
kind of misleading you know we'll see how it comes of that. And then Andrew Denham, the CEO,
kind of refuted that and stated they only wanted them to sell Wagovi, blah, blah, blah. So who
knows, you know? Again, personally, I'm still invested. I like the leadership team. You know,
they've obviously executed. You know, they have so many more products coming out. They have obviously
continued to grow financially and as a, you know, a company and continue to do that.
So that's a little tidbit on that. You know, I'm personally still invested,
you know, possible buy zones, you know, kind of where we're at, you know, 39 to 40.
But going into my actual investments for this week, I'm not going to do Oscar.
It is, as we saw, it went up like 30% this week. I am going to do Rivian. I hit this
one up just, I think I hit it two weeks in a row, and it was decently flat.
Reason why I'm going to hit it up this week is because on the weekly,
I actually went long in this myself this week for August calls and late July calls for options.
I already have shares long-term.
But the reason why I'm going long this week is the weekly
candle. Usually reversal setup right there. Also, 13.56 is a major support here. Last week's candle
opened and closed just above it. And again, reversal candle after four weeks down. Looking
for a reversal play to the upside here this week and possibly going forward for a little bit,
maybe into the 15s. So Rivian is my first pick. If we had this earlier today, I would have did
MasterCard because I loved the play today. I got in around $5.33 just about. It's up about $9 from there.
Again, another reversal play there.
That one's on the daily.
Looks really good.
And it could possibly continue to go up, you know, a lot more.
Thinking, I'm thinking, do I just pull the trigger on it?
And what do you think?
I'll give it up to you. Do I pull the trigger on it. And what do you think? I'll give it up to you.
Do I pull the trigger on it?
I mean, you talked awfully hard about it to not pull the trigger on it.
That's all I'm going to say.
We'll do Rivian and MasterCard.
So R-I-V-N and M-A.
All right. Bull Trade Finder, Mr. Knott's Rivian Long and M-A MasterCard alongside.
Thank you, sir. Andrewrew let's go over your direction
next yeah what's going on everyone yeah for this week as as i look at my lists i see there i have
a list of leadership stocks and about half of them are doing well half of them are getting hit
um for this week as many others have, it really just seems like the overall market
looks like it wants to go higher. So for my picks this week, I'm going to go a little bit
more conservative with stocks that are highly liquid, that are likely to participate if the
overall market moves higher. So the first one I'm going to go with is AVGO, which is Broadcom.
And if you look at the chart for Broadcom, the stock has been range bound for, yeah,
since December of 2024. So it's been range bound for about six months. So I'm going to take this
one to the long side. Like the S&P 500 is trading very close to the all-time highs. So AVGO will be my first pick.
And then for my second pick, I'm going to go with CrowdStrike, which is another highly
liquid leadership stock in the NASDAQ, in the S&P 500, and it's also trading very close
to its 52-week high.
So for my picks this week avgo and crowd strike crwd
i like that strategy just go with the leaders i'll hit on that a little bit
in just a little bit whenever i throw my picks in avgo and crwd that's broadcom and crowd strike
from real pristine capital andrew appreciate you always being on the show with us.
Ben, let's go over your direction next and get your picks for the week.
Sure.
Just quick, are we going to have time to do a quick update on the yearly picks?
Because one of my picks hit my year-end target today.
If we have time, we'd love to talk about that real quick.
We definitely have time, and any time a year-long target gets hit in June, we're definitely going to talk about that real quick. We definitely have time, and anytime a year-long target gets hit
in June, we're definitely going to talk about it. Okay, so we'll come back to that at the end.
So it's kind of difficult with these Tuesday morning opens, because right now the thing I'm
kind of most bullish on short-term is Teladoc. So I bought that this afternoon after that Citron
coverage, and it's already up 5% after hours.
So because of these crazy movements that are going on and all this momentum and also like pre-market, there's like crazy moves.
And I get these big gap opens.
So I'm going to go with like two boring names that I think won't have big gap opens tomorrow morning.
And these are the same two names from the small cap show.
GSRT, so there's a nuclear energy SPAC, it's actually SMR, small modular nuclear reactors.
You know, OCLO and SMR have both exploded crazy this year. This one hasn't yet. GSRT announced
a SPAC and the deal didn't close yet. So maybe that's why, but a lot of these SPACs have exploded before deals have closed.
So this is actually my largest position right now.
GSRT had a new closing high on Friday. And in fact, today was, is this another new closing high today?
Yes, another new closing high today at $11.15.
And there's been some interesting big money volume and big blocks at the end of each day, both Friday and today.
So I think this GSRT is just getting found.
And I have a pretty ambitious kind of vision for this one.
I think it could make a 30% to 50% move rather quickly. They have an investor day this Wednesday.
So maybe the anticipation into that
or whatever the virtual investor day happens on Wednesday,
that could be the spark.
I'm looking for like 15 plus on GSRT.
Usually these SPACs, when they do get kind of
get found by the crowd,
and if it's pre-merger, pre-combination,
you often see these spikes like the $15 to $18 range.
So I'm going to go GSRT as my first pick.
Not a lot of movement here in after hours, so hopefully we'll get a nice, decent open for the competition tomorrow morning.
I mean, there's a lot of great stuff out there.
We'll talk about ASPS in a second and Rocket Labs, but again, I don't know where the heck these things are going to open.
So let's go for another one.
Going back to the well on SPRO, this has just been slow and steady up since the big catalyst on May 28th.
It was my largest position until today when I loaded up on GSRT.
But in any case, SPRO, we could wake up any day to GlaxoSmithKline buying this company out for $350 to $4.
It's been under heavy, heavy accumulation.
Big blocks being bought, like hundreds of thousands of shares in blocks over the past week or so.
Because the risk reward on this is just stupid, silly cheap.
It's awesome.
They have like $250 in cash and milestone payments, and they got another couple dollars in future payments coming from GlaxoSmithClient,
and basically no cash for it anymore after that phase-through trial was ended early.
So really great risk-reward on SPRO, and it's just kind of optionality upside.
Who knows?
Maybe between now and next Monday, we'll have Glaxis
and his client buying this thing out. So those are the two picks. It's GSRT and SPRO.
GSRT and SPRO from Ben over at Story Trading. And that leaves Jordan. And then I'll call out
Evan and Gab both sent me their picks. They were busy at the moment tonight. And then I'll call out Evan and Gav both sent me their picks.
They were busy at the moment tonight.
And then I'll throw mine in as well.
Jordan, you're up.
We'll make it quick and easy.
We've run it back with TQQQ multiple times.
I'm going to run it back again and then do the short SQQQ.
Let's keep it running.
I was talking about all those weekly highs.
Let's go there.
You're bound to win eventually, right?
Oh, yeah.
Last week wasn't so good.
It was a little red.
A little red.
But it was a tough Monday to start off things, I think.
Well, you would have been basically breakeven.
Actually, if you would have done this same pick last week, you deviated.
You went to Bitcoin long, which didn't pan out there over this weekend with all the scares going on.
If you would have stuck with the same strategy you've gone with, you would have been on the podium for sure.
Yeah, you would have been third place right there.
Keep that in mind. with the strap don't deviate enough it's it's uh but i i see what you're seeing uh just you know upside seems to be the the most logical thing right now so jordan
taking tqqq on the long side and then sorting the inverse of that, SQQQ.
So basically just leveraged Qs to the long side from Ace the Kid there.
All right, let me call out the picks from the guys that didn't make it tonight.
But Evan, of course, who was second place last week, Evan is going to run back AA.
He told me Apple, but we're just going to give him AAPX again.
So 2X leverage long.
Apple, AAPX on the long side.
His second pick is Google, which is interesting.
Google is one that, boy, no love from the market at all,
but it seems like some people are looking at it as a catch-up play,
and Evan's willing to take that chance.
So AAPX and Google, G-O-O-G-L, from Evan, Stock Market News.
Gav sent me his picks as well, Mr. Wolf Financial himself.
He is going to run back his same picks from last week.
Wild, which is an ETF from VistaShares,
that is basically 2X leverage five different names.
Go in and check that one out.
It's MicroStrategy, Tesla, Meta, SMCI, and Palantir.
And then he's also taking PTIR, which is 2x leverage Palantir, both on the long side.
So Wild and PTIR from Wolf Financial.
I am obviously typing all this
into a tweet that I will get sent out as I add my own picks right now. And Andrew dropped down.
I'll have Ben be my testament here that I'm not copying his pick or stealing his pick because I
did type it into our little tracker sheet here ahead of time. I like where Andrew's head's at though.
These market leading type of stocks. And actually the three that I was kind of looking at
was Broadcom, AVGO, which is one of my picks is going to be AVGX, which is the 2X leverage version
of Broadcom because it just looks like it's set up to go higher. These daily candles
look fantastic. It looks like they just want to push and make new highs. CrowdStrike was another
one I was looking at, but I'll let Andrew have that one. And I'm going to take NFLU, which is
Netflix. I look at Netflix chart and it just looks like it wants to keep going higher.
to keep going higher. So Broadcom and Netflix, both 2x leverage from myself, AVGX, NFLU.
Same thought process. I'm not going to reiterate it. Same thought process as Andrew. These
high-flying, market-leading type of names look like they just want to keep going higher. So
I'll jump on that train for the week. Not one person took Tesla for follow-through,
and that kind of pains me.
I almost took that.
I figured somebody was going to take it.
But I guess we'll leave Tesla alone.
Maybe we'll look back next week and say that was a good idea.
Maybe not.
Who knows?
That is all of our picks.
Let me get this put into a tweet.
And in the meantime, Ben, go ahead and take it away.
Let's get a year-long pick update.
Yeah, well, a little bit of a shameless plug I fog I gotta do because this is really uncanny here I'm
putting out in the nest so a FPS year-long pick and from the beginning
of the year I've said that the target was 50 plus for me by end of year just
check where it was January first year long picks it was 21 21 10 and I was
looking for 50 plus but the end of the year.
In the net there you'll see a video from just like 10 days ago
when the thing was like 31.
And I'm like, I think this catalyst can be a thing that sends it to a year end
target of 50 plus.
And I went straight there.
Now this has been like one of my largest positions in my long-term retirement account.
Unfortunately, I didn't really play it too much-term retirement account, unfortunately, I didn't
really play it too much in my trade account, even though I was predicting it was pretty
much like a topic every day in our community.
And people were making like hundreds and hundreds of thousands of dollars with call options
on this thing.
So it hit 50 plus, just as predicted today.
I have been reducing my size and my long-term tranche over the last couple days.
I'll be selling a little bit more ASPS tomorrow.
But yeah, I mean, this prediction was just so uncannily accurate.
I got to give myself that shameless plug.
Take a look at that video later when you get a chance.
And there's other videos.
If you look on our timeline, there's another video when we're on Benzinga at the start of the year,
giving our logic and our thesis for 50-plus ASTS.
And I guess, you know, look, I guess the year-long competition,
I guess we've got to wait until the end of December, right, Emp?
I mean, I don't know.
Like, if I could—
No early trophies.
If I could bring the register here for the competition, put it in something else,
I might do that.
But we'll see.
Looks like I'm pretty far ahead of everyone else.
So hopefully ASTS will kind of consolidate and hold its gains for the year,
and you'll get me a nice plaque at the end of the year.
Yeah, definitely.
Just to go over these numbers real fast here in the last 10 minutes of the show.
You know, Ben, I've also thought about just tossing the idea out right now.
Maybe we do a back half competition as well.
And we've got some new faces on here that are hanging out on the show.
Maybe we do a Q3, Q4, maybe a six-month back half pick as well. Yeah, that'll be exactly six months if we pick it next Monday, right?
Actually, perfect.
Wow, it's so perfect because next Tuesday morning's open is July 1st.
So it'll be a second half of the year pick thing.
We could do that.
All right, we'll put that on everyone's radar if you're still up here.
I'll put that in the group chat as well to give everyone kind of a heads up.
But let's do a second half.
And, Ben, if you can maybe add a section on this Google Sheet, we'll do that next week as well.
The numbers, though, so far, and Ben was saying right there, ASTS and Root, his two picks, ASTS up 137.
But we'll just round it, 138% for the year-to-date performance so far.
Other pick, Root, up 80%.
That's an average of 109% return from Ben Overstory Trading.
Has a commanding lead over second place right now is Wolf Financial.
We have a dog and dog race in second place right now.
We have Wolf Financial with Hood and then Berkshire,
which Berkshire has been pulling back just a little bit,
but Hood up 104%.
It's the second best pick of the year from the second place current participant.
56 average there.
And then Nick Rindle, who is on vacation this week,
I believe that's the third best overall.
All in all, the market is up.
S&P is up 2.4% year-to-date, 3.99 on QQQ.
And we have 1, 2, 3, 4, 5 people beating that by a nice clip.
I don't want to say even Jordan because that sounded terrible.
But Jordan, I want to say even Jordan because Jordan's CLH pick that he didn't even remember he took is up 62% year to date.
And it's one of the better picks that we have on this list.
Let's see.
That's 1, 2, three, four.
It's fifth place overall of all the picks that were made on the year to date at the beginning of this year.
The fifth best pick so far is Celsius, believe it or not, 62.6% return.
But that's where we're at.
That's where we're at. We have one, two, three, four, five people beating the market.
We have one, two, three, four, five people beating the market.
We have a six person and very, very close behind that may catch up and beat the market very soon.
We'll have to see how that plays out.
And then as Ben was saying, next week, let's do a second half competition.
So everyone get ready for your top two picks for the rest of the year next uh next week we'll do that uh towards the end of
the show we'll uh we'll go over the weekly picks from this week which i did tweet out you can see
those pinned up in the nest as well uh for the current week's competition and we'll run a back
half competition as well now of course we won't forget this one just because ben has a commanding
we still are going to name the winners in the second place we'll still give updates on this one as well but uh since we do
have some new faces thought it would be cool uh to do a second half pick here as well maybe ben
takes that home too i don't know ben has been absolutely crushing it this year and uh with
that saying with that said uh make sure you go in and follow these speakers we appreciate them
spending their time each and every monday with us obviously they do a lot of great
things on and off this platform so go and check them out give them a follow
and of course if you're interested if you like the way they trade or the the
picks that they make go in and check out they have some some other things that
you may be interested in there as well so big shout out to that and shout out
to the audience hanging out with us on a Monday night, a green night in the stock market, over 300 of you still hanging out with
us here on a Monday evening. And that's it. That is the end of our day today. What a, what a
interesting and I'm going to call it a good day. Today was a good day overall for the market. So
hope everyone had a great day. Hope
everyone was profitable out there and hope you have a great rest of your afternoon, evening,
night, wherever you're at. We appreciate you tuning in here to Wolf Financial. We will see
you bright and early tomorrow morning for the future show over on Wolf Trading. Make sure you
see that Wolf Trading account up here co-hosting with us. Make sure you give that Wolf Trading account a follow.
We just got over 10K on Friday.
We're growing that out by far.
Gosh, got to be the biggest stock space that is run on this app.
We go live all day.
Jordan usually behind that account all day long from basically 9am until at least 5pm.
Every day, live trading, a lot of other great conversations all throughout the day. Make sure
you give that Wolf Trading account a follow. And with that, I'm going to sign off. We'll see you
guys tomorrow. Appreciate everyone. Have a great night. Take care. Thank you.
