What is up everyone a little hot mic intro i kind of like a little cold intro from sam and ben right here that's beautiful on a monday uh july the 7th uh near
all-time highs uh obviously market uh pushing an all-, is pulling back a little bit today, but nothing too
crazy. Hey, market was up, our picks were up even more. So great job by the panelists. We had some
absolute crazy winners this week, by the way. So welcome in everyone. We'll give everyone a chance
to get up on stage. If you're new to the show, this is Stock Picks for the Week. We do it on Monday evenings at 5 p.m. here on Wolf Financial. We do the competition from Tuesday open until the following Monday close. We are also in the back half of the show today. We are going to do a second half 2025 picks. We've talked about the year-long picks multiple times. Ben is absolutely crushing that.
Mr. Gabb, Wolf Financial himself, not too far behind there. Very interesting race over there,
but we're going to do some second half picks on the back end of the show. But first off,
we're going to start how we always start out. If you're new to the show, once again,
format of the show, we go through, we get market sentiment from everyone, and then we go around and get everyone's
two picks for the week to see who's going to win. And right now, we have, boy, what a great return
this week. I'm looking SPY 0.70% higher than it was on Tuesday's open last week. QQQ 0.42% higher, but our panel across the board,
5.39% average return just absolutely crushed the market this week. Great job, everyone.
And I'll go ahead and call it out here. Give me one second because I got to get the rest of our
panelists up here. Let's get them up.
Jordan, I'm going to shoot you that co-host as well if you'll keep an eye out for me.
Well, now that Chris is up here, I'm going to start tooting the horn here a little bit.
Chris Patel, our first place finisher, 16.90% last week.
The second and third place, it was an absolute boat race to the end here.
Nick Drendel, 11.99% return.
Second place, Sam Solid, 11.97%.
Two hundredths of a percent was the edge out here.
This was absolutely absolutely god damn it
nick oh man that's rough sam brought are you still on the podium though hey you're on the podium
you still crushed the market 11.97 percent return but nick drendel you see him up on stage here
our second place finisher at 11.99 and then sam solid as well 11.97 that's our top three uh top picks from this last
week uh Chris Patel our winner SBET 27 27.08 percent gain on that one um I'm also looking
down here Sam Solid had IREN 21.07% return on that one.
And the Nick Drendel, Hutt, 17.26% return.
Those were the top picks, top three picks of the week as well.
We also had some great ones.
UBRL from Jordan was an 8% return.
Chris's other pick, NCLH, these cruise lines, 6.72% return.
And like I said, overall, just fantastic job by the panel, 5.39%
overall, completely crushing the market. And then let's dive into it a little bit here.
As always, we start out with some market sentiment. So let's go around the panel here.
If anybody does have to leave early, feel free to drop me your picks when we get around to you or throw up a hand.
If not, we'll do the market sentiment.
Then we'll come back around, get everyone's weekly picks.
And then on the backside of the show, like I said earlier, we'll get a couple of second
I have no idea what I'm picking, by the way.
But Chris, you're our current champion.
You're our current champion. Let's start off with you with some market sentiment.
Let's start off with you with some market sentiment.
So first of all, I'd like to thank my lord and savior, Tom Lee.
I'd also like to thank number two, my pastor, Vlad Tenev, for making the buy button so light and the sell button so tough.
No, but I think the market's a little bit frothy now, you know, and on top of it,
we've got to a point where the tariffs are back on the menu.
Um, and so I think we need to be a little bit cautious.
I think a lot of names got overbought.
I think, uh, a lot of the legislation on stable coins, um, really did help pump a lot of,
uh, a lot of the ETH ETFsTS, not ETS, holding companies. Tom Lee has basically
spoken about that. And that's what caused me to kind of put some money towards S-Bet when it
comes to this challenge. I don't have any personal position in S-Bet because I'm still curious on how
ETH is going to end up being monetized and how these staking companies are actually going to make
real returns. So in terms of where I think the market outlook is going forward, I'm going to be pretty bearish.
I'm going to go with both SP, I'm thinking SQQQ for the Qs and going triple negative on them for the week.
And on top of it, I think I'm also considering UVXY.
So this way, if there's any sort of volatility coming around from the Trump administration,
we could see a nice rise in that as well. So UVXY and SQQQ.
All right. Just diving our champion, going straight for it. Boy, bearish. This is bearish
patella up here. I don't know what we've got going on here. Chris, I kind of agree with you,
though. I just draw out one more thought from you real fast. When you look at the market,
it does look a little frothy, right? Running up into July 4th weekend, pretty common,
low volume, kind of grind up.
Historically, we do seem to get a pullback sometime mid-July.
Is that what you're looking at?
You know, you're saying, okay, we're just extended here.
We need to at least come back and back test.
Or you think the tariff thing is back?
You know, obviously we saw it all day today.
I think it's a combination of both seasonal changes in the market as well as frothiness. And now when you combine the uncertainty around tariffs again, I think a lot of people are probably looking to take some chips off the table.
You know, they want to see what the end results of the the tariff situation is going to be.
And I think as the news keeps coming out with these new letters that the Trump administration sending out, it's kind of like, in my opinion, signaling, signaling that, you know,
we're going back to a period of uncertainty. And I think this time around, you know, I know
everyone's been talking about the taco trade where it's like, oh, you know, Trump always chickens out.
Unfortunately, by putting that into the ether, you're actually causing him to be a lot more forceful. I think there's always these points where you kind of have to pivot and look at things. For me, it's when Peter Navarro started coming back on CNBC. I think that's the trigger point for me, like, okay, there we are. So now Trump is basically unleashed as a tack dog to try
to, try to, you know, scare the other countries into signing some quick deals. And I think the
uncertainty around that is probably the thing that I'm most, uh, most concerned about. And I think
the market is probably going to be concerned about at least for, at least for the next few weeks.
And we'll see what comes of it after August. But for now,
I think the best thing to do is just one, either be defensive or just go bearish a little bit while
the market is still at a point where valuations are a little bit toppy, especially in the short
to medium term. We've come out of this really long, this nice V-shaped recovery post-liberation day.
And I think what we're getting right now is something called post-liberation day light um where it's not as serious um because a lot of the a lot of
the new tariffs that the administration kind of just came out with today on some of these smaller
countries in my opinion they're nothing burgers because we barely have a trade relationship with
them and i'm not sure how the trade deficit could be improved by that. The one that does concern me is Korea and Japan.
So, and a lot of our tech does come from both regions. So I don't think the Japanese and the
South Koreans are prepared for what's about to come their way. But like I said, the market hates
uncertainty. And I think that's exactly what we're going to get for a little bit. So I think
it's best to basically either take a negative position on the market or just be the market neutral. And with if the
mark if if the if the market itself wasn't as high as it is today, I probably
would have would have been a little bit more on the neutral side. But because
we're in a zone of fraudiness, I think it might be a good idea to go negative a
little bit and just, you bit and just see what happens.
Yeah, I appreciate that rundown there, Chris.
Sam Solid, saw your hand go up.
I mean, I just wanted to slip in there that Japan and South Korea,
they're okay, but these tariffs on Bosnia and Tunisia, man,
that's gonna bring the market down about 10%
What about Laos and Cambodia?
I saw several of those on True Social today as well.
So bearish, man, especially Cambodia.
They're gonna start tariffing the Breastmark.
Well, to your point, Sam,
I think there is an important piece here.
We did see a headline out of the EU that the EU did not expect to receive a letter.
So there must be some type of negotiations still going on when it comes to the EU, which
EU and China, I think, are arguably the most important ones here overall.
These are the ones kind of wherever they land, but the market will have to obviously react
But we've had nothing but good news, I feel like, for the last little bit. But Sam,
while we're on you, do you have any other market sentiment thoughts,
what you're looking at, how you're approaching this right now?
I mean, just to clarify, that was a complete joke that I said as far as the tariffs,
the 30% range for the smaller countries. I didn't even know that we imported enough to those countries to be able to
levy a tariff of any power on there.
I think it's mostly just Trump trying to play negotiation,
probably using it as like a pawn play just to show that you're,
you're still exuberating strength.
And we really know that whatever tariffs are going to get imposed from the
major countries, that includes the EU, like you were mentioning earlier,
he's not going to, he didn't send a letter to to eu which means that those deals are going down or the deal talk
is going pretty good but yeah i mean i'm not saying that we're going to have a major pullback
or anything but uh it is a stock pickers market right now not like where it was probably a month
ago where everything pretty much went up now today you're seeing pretty much a mixed bag but some
things are up big some things some things are down pretty big. So it is pretty interesting. Also, you're seeing a lot of companies starting
to initiate downgrade and certain leaders in the market you saw. I think it was Piper Sandler
initiated downgrade on CrowdCheck, which is pretty interesting, but a lot of it has to do
evaluation. So I kind of see things slowing down a little bit here.
But for me, you know, not as much as going short the market heavy or anything,
but taking some chips off the table would be probably a sound decision at this point.
We'll come back around and get your picks here in just a little bit.
Let's go over to... Hey, Em, should we, since Chris started off with the picks,
should we give our picks of the week together with a sentiment
so we can do the second half picks on the second half of the show?
We don't have anything off the back of this,
but I do want to be respectful of everyone's time here.
So, yeah, whatever you think, Ben. Do you want to uh do you want to do you want to do that now
or do you want to just we briefly got a thumbs up from andrew and sam solid so why don't we go ahead
and do that so okay sam did he want to perfect well on the spot um i i think i'm gonna i don't
have my picks yet you can go ahead ben okay we'll come back around to, let's see.
Let's actually go over to second place, Nick Drendel,
and let's do market sentiment,
and then we'll hit your two picks on the back end of it.
Kind of disappointing that I lost this week.
I actually didn't make any money trading Hutt
because I had a meeting right when the market opened, when it shot out and made a good amount on that EVA short where it was down 30% on that second day after we picked it.
Unfortunately, the three days bouncing off the 20-day moving average lowered that return a little bit more.
Now, when we're looking at the market,
let me share one of the tweets that I had to the space here.
So I've always been looking for three warning signs
before I would get concerned about the market.
First, that the NAAIM exposure, if that ever got over 95%,
that would just signal that a lot of the active institutional investors would be largely exposed to the market.
That by itself doesn't mean much.
I've seen it go up into like the 110 area.
But what it does mean is once you get to that level and you get everyone in the pool or everyone at the party, then when you get
some bad news, it's not just a one day kind of pullback. It tends to be either a sharper,
like two to three day pullback or a longer term consolidation. It does not mark like market highs
or anything like that, but it definitely gives reason for caution. Last week, we were at 81%
while the indexes were at highs, which was
a great scenario to be in. And then we got that stress test on July 1st that kind of bounced at
the five-day moving average. A lot of the growth stocks got hit pretty hard that day.
But you saw the rest of the market actually get rotation. The rest of the market was very, very strong that day. And in that week, we saw exposure level go from 81% to 99%.
So now we have that first warning sign to watch out for.
Today, we had unfilled gap downs on the S&P 500 and the NASDAQ.
So that is that second warning sign that tends to lead to trend changes.
The sooner we can cover that gap down.
So if we rally tomorrow and we close well, just like we did kind of last week, closing the gap down on the 30th to the 1st, that's a positive sign for the market.
But the longer that those gap down zones remain unfilled on a closing basis, the more that you have to be concerned with the market.
And then the third warning sign that I keep looking for is large volume breakdowns of liquid leaders.
We had Palantir a little bit earlier on the 27th.
Actually traded pretty well today back through the 10 and the 20-day moving average.
But we're starting to see some other warning signs like robin hood uh back to back highest volumes in over a year while the
stocks already extended from the 50-day again by itself not not a horrible thing it's still closing
above above the five-day moving average but we do have a gap down zone that so far has not failed on
that one all that to say the market has been incredible,
but we're starting to see some cracks and some weakness.
And this is the point in time where I am more so expecting
a pullback or at least like larger volatility
and more sustained volatility than just a one day pullback
because we have the exposure that we were looking for,
where everyone's already at the party, everyone's making money.
You're seeing a lot of the speculative names really skyrocket higher and higher and higher.
And those types of parties are super fun.
And the last couple moves of those, the couple of days of those moves
But if you overstay your welcome
and if you don't start to either trim into strength
or short some weaker names to balance out your portfolio,
when we do get those pullbacks,
it can be pretty aggressive,
especially if you're like a growth stock only trader.
Growth stocks, when you have distribution
days or stress test days they all pull back on the same day like we saw on july 1st so
at this point um i'm more so looking on the short side for any new trades trimming leaders into
extensions and then like trying to hold on to my core positions, but anything that's a performance booster and not like an A plus name
for me, I am just letting go, building up that cash balance and then looking for some tactical
shorts to balance my portfolio out. That sounded like an endorsement on both of my picks, Nick.
I appreciate that. I know. I was happy to hear I'm not the only one
feeling a little bearish here.
I'm still working through my watch list.
Appreciate those thoughts. Nick, we'll come
back around and get your couple picks here in just a little bit.
Ben. We'll go over to you next and get your market sentiment and your two picks little bit. Let's go, Ben. We'll go over
to you next and get your market sentiment and your two picks if you've got them ready.
Okay. Yeah. Let me share my chart in the nest here, which I've been sharing for the past
week and a little bit of a macro discussion from a newsletter this morning up there in
the nest. So, oh, wait, that's not it. Yeah, that's it the nest so okay look I'm not surprised you'll
see that macro note I put out this morning we went from green green alert to a yellow alert
this morning for the first time since June 22nd my thesis was more so that we got you know some
excessive buying there during the holiday right in the
holiday weekend where you often see retail in control and the hedge funds
out of the Hamptons and those highly shorted names really doing well because
retail has the control and holiday weekends like that so we got a little
bit overbought because of that dynamic and then looking at a sell the news on
the tax bill passing so that was really my thesis of why I went from like a green
alert to a yellow caution here on the macro. But it doesn't really concern me at all in terms of
intermediate and long term. I'm still very bullish. If you go up to that nest and swipe right,
you'll see the chart that I'm looking at. This looks to me exactly like what happened in 2020 COVID crash recovery, identical.
And back then we had like maybe a two-week pullback consolidation after markets did the V-shaped recovery, went to ultimum new highs, and then pulled back again, consolidated for about two weeks.
And then it was off to the races for many more months.
I'm kind of expecting the same thing here.
And I think if it wasn't tariffs, it would have been something else today.
I think these are just excuses for correction and consolidation.
And I think these tariffs that are going on these second-rate countries have no impact on the fundamentals or the bull thesis for the remainder of the year.
So, you know, there's a pullback here.
I don't know that I personally want to play it too much. I'm not like a indice trader or, you know, mega cap stock trader unless that mega cap has a strong catalyst, right?
with the index against them unless they have a strong catalyst right now.
But for me, not much changes in my process,
except I'll be a little more cautious about really speculative stuff.
Maybe I'll have a little more cash at the end of each day.
But I'm looking for stocks that have strong proximal catalysts
that can buck the market trend.
And we had that today, for example.
IINN, one of my top picks of the day,
and one of my largest positions
coming into the day was up 30% today and hit my price targets on the day. So I think even
if we're having this pullback consolidation, it's not for fundamental reasons where you're
going to see everything selling off with a correlation of one. I don't think that's what's
happening here. I think the market
just needs some digestion and things that ran really hard are going to get a pullback. But
things that haven't had their catalyst yet or has a proximal catalyst now can still perform well.
There are times when the market has a correlation of one and no matter what the individual catalyst
is, it won't overcome the money flow of let's just sell stocks.
That's not the moment we're in right now.
I think we're still in a fundamentally very bullish place.
And this is just like targeted pullbacks and consolidations in stocks that came up a lot.
And you can still get significant alpha with individual stocks that have those strong proximal catalysts that can buck the market trend.
So that's my macro outlook.
I will give my two picks now just so we can speed things up because I'd like to if we can
finish up on time at 6, hopefully with the second half of the year pick.
So my picks for the week, real easy.
They're just earnings bets on air, A-H-R, and the other one's Burna, B-Y-R-N.
All right, so you got earnings tomorrow afternoon on air,
and then Wednesday morning on Burna.
And, of course, those are catalysts that could buck the market trend
if they have good ERs or good guidance.
And I'm betting, at least in the case of – we'll see.
I think the air earnings, the top line might not be great,
but I think the guidance is going to be beautiful. And Berna, I think you'll be a beaten, beaten raised kind of
situation on Berna. So those are my two picks for the week, AEHR and BYRN.
All right. There you have it from Ben over at Story Trading, AEHR and BYRN, both alongside
from Ben. We'll come back aroundR-N, both alongside from Ben.
We'll come back around and get those second half picks from you.
Ben, for those that maybe joined a little bit late,
Ben is our current leader on the year-long picks right now,
and Gav's not far behind.
Speaking of Gav, let's go over and hear from Mr. Wolf Financial himself.
Gav, what market sentiment thoughts do you have?
And if you want to go ahead and drop your two picks, we'll take them. Yo, yo, I am here. I remain bullish for all intents and purposes,
put out a lot of tweets around this. But you look at what's been accomplished this year,
we have come back from all the tariff stuff, Trump going at different people.
Whatever's been thrown at the market has come back from it. And obviously we're sitting at all time highs basically.
And the key important piece is we've done all of this literally, you know, last trading day was
all time highs. We've done all of this without having QE, without any, you know, real rate cuts.
I mean, like it's pretty wild when you look at it.
I think all the things that people thought
were going to surge this market to the upside
didn't happen and we still went and hit all-time highs.
And so until, you know, given a reason otherwise,
I prefer not to get bearish.
I've seen people play that game and get absolutely destroyed.
So I remain looking at the upside at the moment.
So yeah, I want to make sure that there's time for everyone else as well.
Those are my more general market sentiment thoughts.
Obviously, within the upside, I think that there are a lot of fun plays.
My favorite plays when you're looking at a market like this, where I'd already find things
that have not hit all-time highs yet, significantly still have maybe 10%, 20% backed all-time highs, or great companies are above their 200 SMA. And I'll let y'all think
about that a little bit before we give the picks. I glitched out for just a second. Gav,
did you drop your two tickers for the week? Oh, I can give my tickers for the week as well.
the week? Oh, I can give my tickers for the week as well. Apologies. Let me go ahead and drop those
for you in here. So my first ticker for this week is going to be a ETF. And this is definitely
going to be a volatile one. I'm betting on a bit of a snapback in Tesla and seeing what's going to
happen. And Tesla has been obviously getting pretty hammered for the past week.
We've basically dropped almost 20% in about two weeks.
At some point, I do believe that this is going to flex back to that 200 SMA.
But I'm also giving myself a little bit of a split.
So I'm going to take Wild as my first one.
Actually, you know what? I take it back. I think that they
rebalanced and took Tesla out of this potentially. So wild right now, maybe they're even getting me
away from the Tesla exposure, but it basically got a bunch of the most popular double leverage
names all put together inside of it. And so I'm going to take W-I-L-D as my first one on here.
And then for the second one, I'm going to go with the home sake the home name i i have no
idea if the run's over but it's been flying for the last five days up 600 in the last week
and that is ticker symbol wolf w-o-l-f just when you thought we were gone they pulled me back in
so yeah w-o-LF, pretty wild.
I mean, go look at that one-week chart.
If anyone hasn't seen it.
Wait, you're going long, Wolf, or short?
No, I'm calling along on it.
Did you guys get the ticker?
Did you guys get the ticker?
Oh, no, they haven't gone bankrupt yet, man.
It was up like 70% today. Have the chart, Sam. Look at the chart. It was up like 70% today.
Look at it from when they bottomed out at like freaking 40 cents.
They were at 40 cents on June 30th, and they're trading at $2.40 today.
There we go. I'm intrigued. frank thinks this has some room to go still
i believe i know that he dumped a bunch of his uh calls today but the volume is insane um someone is
is going crazy on this they had their highest volume day in god i don't know ever potentially uh just just this last like week so yeah clear there's a ton
of volume i don't think the move necessarily is done yet it's still down 99 this year right
uh this stock has been absolutely capped so to think hey you know maybe this could double again
not such a terrible idea well there it is tick Ticker Wild and Ticker Wolf from Wolf Financial, both on the long side.
Evan, let's go over to you if you have any market sentiment thoughts
and two picks for this current week.
I don't got much for you.
We'll go 2X Long Apple, 2X Long Robin Hood.
ROBN. It moved when I was typing here which one did you want on the 2x Apple right I don't know if you had a preference aapx is from our friends over at
rec share so yeah I wouldn't go for the other one because I'm not a loser like you. There you go.
AAPX, 2X Leverage Apple, and 2X Leverage ROBN, that's Hood, 2X Leverage,
from Evan for his two picks for the week.
We'll get some second half picks from you guys here in just a second.
Jordan, let's go over to you next.
Bit of an interesting Monday. we got a weird week ahead uh last week
just coming off the fourth of july was interesting we just have a lot of low volume a lot of
choppiness today uh so i'm interested to see how the week really plays out but i mean not too many
thoughts we're still around these all-time highs. There's a lot of stuff with the tariffs going on, of course. We saw some reactions from that intraday today. So I think
that is obviously starting to affect things a little more again. Market cares about it a little
more here. But we're also just retesting some big bullish areas after running through some big
bullish areas that were higher, right? So we're just like kind of step stoning down and hitting some of these big spots
that I'm watching for reactions.
And I mean, at the end of the day,
I can't really be crazy bearish here,
That can change pretty quickly.
Just really depends on what this weekly candle wants to do.
And as of now, when I'm looking at NQ,
it's just an inside week so far,
we haven't done too much. We did take out some of last week's lows on the daily, which was nice.
But other than that, I mean, we're not really getting any moves to the weekly lows or weekly
highs yet. We're basically just retesting. What is this like 50% retracement of last week. That's what we did today.
And that's holding really well. So as long as that's holding, we didn't sweep previous week
highs. I mean, I got to be bullish as long as we're kind of holding that 50% retracement area
and getting some structure to be able to go to the upside. But again, that can change quick.
And really, I'm just trying to stay taking the low hanging fruit rather than trying to
take like the massive trades right now and just keep the win rate a little bit higher
with, you know, us trading at all time highs.
It's tougher, lower volatility.
It's just not my key environment.
So I'm definitely trying to take profits a little bit quicker.
So, you know, regardless of my thoughts, I'll be able to try and find some opportunity early in
the morning right but i don't know i just i'm not extremely bearish here no matter what news is
coming out i don't let the news sway me too much but i can understand the fear coming in there so
we'll see how it plays out i'm gonna take it day by day uh as for picks let's see i'm gonna i'm gonna switch it up a bit we're gonna go long gdxu i think gold's
starting to look look a little savvy here and so i want some leverage on it we're gonna do that and
then what else did i have um let's just do actually let's do btgd let's double it up a little bit
do actually let's do btgd let's double it up a little bit a little bitcoin a little gold
and then some 3x i think gdxu is 3x gold we'll do that
i'm not actually trading gold though i want to make that clear uh i'm just i'm just looking at
the chart it's it's all i can find that i'm really interested in for the competition besides you know just looking at the market which i don't want to go for it this week with the general market so
we're going to switch it up to gold we'll see if it works all right hey your picks i'm not going
to sit here and uh trash over anything i'm not going to speak highly of them either we'll see
what happens you know it's competition right definitely don't just don't speak highly of them
because you never know i don't trade gold very much but it's looking interesting here we'll see what happens you know this competition right definitely don't just don't speak highly of them because you never know i don't trade gold very much but it's looking
interesting here we'll see if it's okay well the money printer's still going and uh there's no such
thing as the debt ceiling even though they keep raising there's no such thing at this point so i
there's some logic behind this i feel like gdxu and btgd both on the long side from Ace the Kid there. And I'll throw my weekly picks in here.
I'm going to take Boeing, BA, and NEE next era. NEE has taken 10 shots at the same level,
and I think it's finally going to get through as the market's kind of broadening out here.
Just my thought process there. Boeing to me looks like it's, I just think it's a complete turnaround story that we'll see continue to play out. Chart looks good as well.
So there's my two picks for the week, B-A-N-E-E. And let's circle back around Nick Drindle. Are
you ready with your two picks? Yes. So I will go short B-M-N-R. The stock has had a massive move from $3 up to, what was it on Thursday? $161 in a couple trading sessions. Just looking for momentum to dry out either later this week or hopefully Monday next week. Now, this is a name, it's shown it's gone from three to 160. So any stock
can do anything, but especially stocks like this can absolutely tear your face off if you're short
and then you stay short. So one thing that I always do with these type of high flyers is I
want to stay on the right side of the view app, the daily view app. So if we, either we get a gap up or gap down either way,
once price comes back through that view app,
I'll be covering some of my shares because names like this can continue to
explode higher and higher and higher. If you don't believe me,
take a look at Q QMCO from last year,
And it wasn't even an actual quantum name.
And it ran with those other ones.
So on these super speculative names,
like you have to be careful with position sizing.
And if you're someone who doesn't take their stops super well and every single time, I would not be trading this.
But for competition purposes and personally,
I'll be trading this on the short side this week.
Bitmine Immersion Technologies.
Perfect. That one's on the short side.
What was your other pick, Nick?
I'll actually go with QMCO on the short side as well.
Outside of trading some high flyers, another way to look at the shorts is what are the
not high flying stocks, but volatile stocks that have been making lower highs and lower lows this
entire session or this entire year while the indexes have been climbing higher. And this one
had that blow off top at 90, faded down to like 20 in a couple of trading days, and then just
continues to put in lower highs even while the rest of the quantum names continue to march higher.
It's because this isn't actually a quantum name even though their their name is quantum corp i think the market just got a little ridiculous um and i think they
they recently had earnings gap down from ten dollars to nine dollars now just trading sideways
while while the market has been trading higher so if we do get that momentum squeeze. I think this is a name that can dump pretty quickly.
Right. Nick Drendel, second place finisher last week with BMNR and QMCO. Quick reminder,
as always, I am going to tweet all this out right here from the Wolf Financial Accounts. So
if you maybe miss a ticker here or there, you'll get a full list of everyone's picks here in just a little bit.
Sam Solid, let's come back around to you for your two weekly picks.
Wait, which quantum stock are you shorting, Nick?
QMCO, okay, that's not the one.
Yeah, I'm also going to do short quantum stock.
QUBT, to be honest, when it comes to these quantum companies, they've been on quite a run lately.
I'm not going to short strength here.
I'm not going to try to short RGTI or IONQ.
I'm going to short the weakest one out of the bunch.
So that's QUBT, Quantum Computing Inc.
And I'm also going to go long.
Lemonade ticker symbol LMND.
That's a disruptor for not just auto insurance, but many other insurances.
And they just expanded into India today, as far as auto insurance goes.
And looking at the chart over here, I believe.
It just closed right above the 20 SMA. So that one might possibly
bounce been staying above it. It almost tried to close below it, but it actually just recovered
and closed right above it, which looks pretty good because it's been bouncing off that 20 MA.
Yeah, and QUBT, what I'm just looking at the chart here, I mean, it's near its 52-week highs,
well, not 52-week highs, but it's near its local highs.
We did get kind of a positive catalyst news from IONQ.
And these tend to move with each other, all these quantum stocks.
But this was the weakest one out of the bunch.
And even IONQ, after its $1 billion warrants that it did issue at about $ bucks, I think. The stock did open up,
I think it was about like 7%. It was up, it was about $47 a share. And then it just gave away
all those gains right at the open. So probably going to see some weakness to the high beta side
for these companies if we do get a little bit of pullback, which I am anticipating, but just
not trying to be overall bearish in the market only because we still are trending in the upper direction and maybe a little bit of pullback.
I forgot who mentioned it earlier, but yeah, we had a similar thing with COVID.
I remember it was like September 2020 when we made basically new all-time highs in the
And then from like 3,500 to, I know crazy numbers, you think of SPX from 3,500, I think
we pulled back to like 3,200 or
something, which were the previous all-time highs. I could definitely see us doing that. And also with
the queues, what was it? There was a chart I was looking at earlier when it comes to queues. Yeah.
The queues have been, I mean, I don't really like to focus on RSI as far as telling whether it's
like a bearish signal or anything. But we did break out of a big bull
flag for that consolidation we had for a couple of weeks in the queues. Made alternative highs
yesterday, kind of pulled back a little bit today. Didn't notice that gap down that we did not fill
during the day, but I could definitely see us pulling back to retest the upper range of that flag that we had around 339 to 335 area, which would be about a 3%
to 4% pullback. Wouldn't be a surprise if that happens given any lack of any positive news,
and that would be around the previous all-time highs. So coming back to retest that, just like
we did with the 200-day moving average, market tends to test the strength of the upside,
break it, and then come back,
and then retest that before taking off.
Should we do the six-month one right now?
Well, give us one second,
because I want to get Andrew is the last person
to get up our weekly picks, and we'll do that.
So let's go over to Andrew, get the last two weekly picks,
and then last 15 minutes, we'll go into our second half picks. What's going on, my friends? Hope everyone is doing well. You know, my weekly
picks, they're going to be my yearly picks as well, because that's pretty much the time frame
that I trade on. So my first pick, it's going to be the MSOS ETF, which is the cannabis ETF.
And this one, it's actually been one of the worst performing groups on a
year to date basis. So it really underperformed in the first six months of the year. And really,
since the Biden administration, the Biden administration promised that there was going
to be cannabis rescheduling. And that didn't happen. And we had a big washout in these
cannabis stocks for really a four-year period.
Then when Trump won the election, there was yet another washout in these stocks,
as pretty much everyone that had been holding on really just relinquished hope and dumped all of
their stocks. So while all of these other themes have done really well so far throughout 2025,
the MSOS ETF has really been stuck in the mud, but I think that's going
to change in the second half of the year. The incoming head of the DEA, his name is Terry Cole,
he stated that one of his top priorities when he gets into office is addressing the rescheduling
conversation and potentially getting that underway.
So I believe in the next couple of months, whenever Terry Cole gets confirmed,
I think we're going to start seeing headlines about cannabis rescheduling.
And I believe that that is going to send the MSOS ETF higher into the end of the year.
So I'm currently long the MSOS in my US Investing Championship account.
It is my largest position that I have on right now.
And we'll see, I'm pretty much risking about 20% of downside to try to make about a 100% to 300% upside.
So we'll see what happens, but it's definitely something to just keep on your radar.
If you follow any news wires, if and when that confirmation happens of Terry Cole, you will see it.
So yeah, that's my big pick for the rest of the year.
Then the other one that I'm going to go with is Tencent Music, which is ticker symbol TME.
And that is a Chinese company, and it's arguably one of the big leadership stocks in China. And as we've seen,
it really feels like the US markets are crushing it because they have been crushing it over the
last two months, but they're crushing it off of pretty much like a panic low that was set in the
beginning of the year. International stocks are actually outperforming the United States.
So that's why for my second pick, I'm going with an international stock, which is TME.
So yeah, those are going to be my two picks for the week.
And they'll also be my two picks for the rest of the year as well.
Always great to have you on the show, Andrew.
That's Mr. Real Pristine Capital there.
MSOS and TME for his weekly picks. I did just
tweet out all of the weekly picks from all of our panelists. It's pinned up top. Let us know,
who do you think is going to win? I mean, we've got all kinds of, there's a, we finally had
somebody do double short. So shout out Nick Drendel, first person to do double short in a while.
We have all kinds of stuff going on here all across the board.
Let us know who do you think is going to win. And then shout out to Andrew as well,
kicking us off for our second half 2025 picks right here. He dropped his in already. I know
some people have already sent me there just to get on the board here. But MSOS and TME from Andrew are also his second half picks for 2025.
We'll go over to Ben at Story Trading, our current leader on the year-long picks, and
see what two second half picks he has for us.
Okay, first a little bit of housekeeping.
On the year-long picks, the way we we did it i just wonder when it's starting
is it because when we did the second of the first half the picks we chose them on like generally
third or fourth or it's a day or two that was already in but we're judging it based on you
know how to the full year so here again there's already been three or four days of price action
i don't know i think it would be fair to do it based on today's
close if it's gov's alone i don't know you can have the call on that he's not i'll make an
executive decision and say that you're 100 right ben we'll go with today's close for the second
half of your picks hopefully two three days of price action isn't going to change it may it may
for somebody but we'll just as fair as we can be today, going forward, rest of 2025,
we'll call it the full second half, but a few days into the second half.
So I'll clean that formula up.
So you had asked me if I'm sticking with my pick.
It was Root and ASTS, which has me in the lead.
Year-to-date, Root and ASTS, which has me in the lead. ASTS up 116%.
Year-to-date, Root up 65%.
And what I'm going to do here is give Root the boot.
Not because I have any problem with Root, but I think I have a better replacement for Root.
But I'm going to keep ASTS.
So instead of Root, I'm going to go AAR.
A-H-R, that was also a weekly pick.
That was also a weekly pick. They have earnings tomorrow after the close. And, you know, this quarter might not be, we'll see, it might not be the quarter where things absolutely explode. It might be the quarter after that.
They have earnings tomorrow after the close.
I gave a preview of what's to come for the second half of the year at a William Blair
conference about three weeks ago, maybe four weeks ago, something like that.
And this was the most bullish I've ever heard him in terms of guidance.
Now, it was qualitative guidance, not quantitative guidance.
We'll have to see if they give quantitative guidance on this call.
But the first time I wrote air up from $2.50 to $25,
and then ultimately went to $50, and I held it the whole way for a 10-bagger.
That was beautiful, from $2.50 to $2.25.
It was based on their EV business, and the EV business has subsequently slowed down.
But what's about to explode and is inflecting right now is their AI business.
This is for testing burn-in of semiconductors.
So, yeah, the commentary and the guidance, I'm just taking it from the CEO.
He basically said things are exploding.
He gave lots of teases about what's to come second half of the year.
Again, are they going to make it into this quarterly report?
Will it be in this next quarter coming up?
But the guidance is going to be really, really bullish for the second half of the calendar year for AEHR.
And, you know, the way that EV kind of inflected, when I was in that EV trade, the stock went up 10 times in four months.
It's not going to be 10 times in four months now because we're starting off with like a $40-$50 million market cap.
months now because we're starting off with like a 40 50 million dollar market cap but uh this this
ai opportunity is is much much bigger than the ev opportunity um so there's a potential multi-bagger
in aehr for the remaining of the year so i think that could do better than root so giving root to
boot and going aehr on the second half of the year And then I'm probably not going to win the competition.
I got to be honest with you. I'm sticking with ASPS just because I couldn't find something else.
It's a matter of price, right? ASPS has already come up a lot, right? It's already up over 100%.
Market cap is pretty big. But in terms of the catalyst for the second half of the year,
I can't think of anything better than ASTS.
I'm going to have a hard time with MSOS if that works out for Andrew.
But yeah, we're coming off a much higher market cap now.
But things should really start inflecting for ASTS in the second half of the year.
There's going to be a ton of launches launching these satellites.
And as these satellites are launched, I think that analysts will really start pricing in
like hockey stick revenue growth for 2026. So I'm hoping that we can maybe have another 100%.
Who knows? Probably more like 50% would be the max because of the market cap we're starting off at
with ASTS. But just in terms of the richness of catalysts in the second half of the year,
that compels me to stick with ASTS, even though it's a much larger market cap.
It might be tough to win the competition with something of that large of a market cap.
But I'm going to go stick with ASTS and replace Root with AEHR.
All right, Ben at Story Trading, our current leader, is going to keep ASTS,
and he's going to take root out at AEHR there from Ben.
Thanks for the rundown there.
Nick Drendel, I know you've sent me yours ahead of time to get them placed in,
but I would love for you to go ahead and shout those out for us.
Yeah, first one I'm going to go with is NXT on the long side.
Both of these will be long picks.
So with this, we basically just wanna look at
what has the biggest bases.
That's what I did with Roblox and that going into the year
and that's been a phenomenal pick.
If we take a look at the solar ETF, TAN, I really think solar stocks have now bottomed.
We had the bad news that the tax credits are going to be rolled off. And we did gap down on
that news. But instead of following through the downside and really accelerating down,
we put in the higher low against the 50-day moving average, rallied into the 200-day, got tight,
and then the last four days have just continued to push higher.
So I think solar is a group to kind of focus on for a rebound trade
in the second half of the year.
It doesn't mean that it's just going to go straight up.
Coming out of a stage one base,
you tend to see a lot of volatility overall.
So I'm trying to find the leader of that group.
NXT IPO stock that's made new highs today,
closed a little bit, extra closed positive today.
But IPO stock making new highs in a group
that I think is going to have some strength
in the second half of the year.
So that's the mindset behind that pick. And then similar to
Andrew's pick of TME, I also think China is another theme to focus on. If you take a look at KWeb,
that is the China internet ETF. We have a three-year base just going sideways. Again,
very similar to Roblox's base.
Three years base going sideways. And now we're getting extremely tight action the last 10 weeks or so.
And that tight action, I mean, it can break to the upside.
It can break to the downside.
And if it breaks to the downside, this will really hurt my pick.
But I want to go with a name that's a leader within that group.
TME I actually own right now.
So I'm glad Andrew picked that.
But I'll go with FUTU for the second half.
Already like right at highs.
Not all-time highs because there was that craziness in 2021.
I think that's where it peaked.
But a lot of the Chinese stocks have been going sideways.
This is already past its first base and now starting to tighten up again at a much higher area.
So hopefully we get a breakout of the China theme and then FUTU can be one of the leaders that participates.
And then FUTU can be one of the leaders that participates.
There you have it from Nick Drendel,
who is currently sitting in third place, I believe,
in the year-long picks with some wonderful picks over there.
And here we have second half picks from Nick Drendel, NXT and FUTU.
Nick, Chris Fatale, let's see what two picks you have for the second half
here all right so i'm gonna go a little bit different than uh nick sorry nick i am not a
solar fan i think uh solar's solar is great as a concept but in terms of utility it's it's not
necessarily going to work unless natural gas prices rise and the picks that I have are actually based on some areas around
natural gas. So I'm going to do NEXT and Venture Global, which is VG. Both of them have upcoming
catalysts on new terminal FIDs. If you guys know anything about liquefied natural gas,
a lot of the determining factors on future earnings comes from the deals that they sign.
They usually sign 20-year long-term contract deals, which then they use to get financing
from banks. A lot of them are on the cusp of it. And every day, new news is coming out that more
and more countries are signing up for 20-year spa deals. And as those deals come along, you're
going to see these stocks start to rally.
I mean, you already see next decade, it went from $4 to almost $9 now. Venture Global has been from
$7 all the way to $19. It's kind of had a little bit of a pullback recently, but I think it's going
to shoot higher as they get more confirmation from additional spa deals that are going to be
coming down the pike. So for that reason, I think we've got a bullish tailwind in liquefied
natural gas. The other thing is with the Trump administration constantly telling Korea and
South Korea and Japan to close the trade deficit. One of the things that both countries actually
need a lot of is LNG. And if the U.S. is willing and able to ship them LNG, that closes the trade deal.
So it ends up working out in their favor where they get something that they need.
We get something that we need. So we can say we closed out this trade deficit.
And when reality, they were already doing some purchasing right now.
But this way they can increase their supply. Not to mention after this whole thing with with Israel and Iran and that situation, I think the world is looking to diversify away from getting all of their breakeven costs are relatively high. And then
on top of it, you have a liberal government in Australia, which is going to probably put a lot
of regulatory burdens on future growth prospects for them. Same thing with Canada, even though
Canada just recently started shipping some LNG, there's no new additional facilities that are,
as far as I know, supposed to be coming online in the next few years.
So a lot of that supply that's going to be bid up is going to be done by Venture Global and Next Decade and some of the other LNG plants around in the country.
But these two are the main public ones. There are some others that are associated with pipeline MLPs.
some others that are associated with pipeline MLPs. But once again, those are more like,
hey, smaller facilities. These guys are going for the jugular in terms of total output of
liquefied natural gas with the scale and size of these facilities. So as the news comes out,
I think the market's going to recognize and then analysts are going to say, oh my God,
these guys are going to be generating X in terms of EBITDA. We should value the company with X and
You know, not a hard scenario to live with.
So I would say venture global and next decade.
The full rundown on that next in the XT and VG.
You know, actually, before you said it, you just started mentioning natural gas.
I just typed in VG preemptively.
I know you put that name on my radar several months ago at this point, and I was like, that's where he's going to be for sure.
So NEXT VG there from Chris Patel for the second half picks.
Sam Solid, let's go ahead and hear what your two picks are all right uh so for my first
pick i'm gonna pick gitlab gtlb uh closed above was kind of testing out the uh 9ma for a minute
closed above and actually closed right on the 200 day not sorry not doing the moving average i think
that's the hold on a second sorry literally second to any moving average. I think that's the, hold on a second. Sorry. Literally a second ago, I thought of something else. Um, that's the 50 day moving
average, uh, still well below its 20 day moving average at $54 a share, but I'm still bullish as
company. Uh, I think it's not, it's possible. I think the company's mispriced for its, uh, for
its growth story as well as the, uh the brick on profitability it's been on.
Plus, Wall Street is pretty bullish in this stock as well, being one of the AI names for,
I believe, it's Bank of America or Morgan Stanley.
I forget which one it is, but it's one of those two.
Still part of the AI narrative story as it's AI infrastructure or the AI products are still
gaining a lot of momentum with GitLab Duo.
But yeah, bullishest company as a whole trades pretty cheap compared to its peers in the software space. So bullish GitLab for the
remaining portion of the entire year and also bullish on NU, ticker symbol, sorry, ticker
symbol is NU, that's NewBank. I believe this company is going to be doing well performance
wise, being that it's been able to stay above the 9 EMA.
It's above actually all the moving averages, 200, 500, and 20-day moving averages.
After it recently broke above that 200-day moving average on June 24, the volume has picked up quite a bit.
It has a little bit of a pullback here, but from a long-term daily perspective, I do have a little channel that it little channel that it's been, not a little channel, but a big channel has been in, uh, for the past year and
actually broke out of that channel a few days ago. Um, come right now it's coming back to,
to back test that channel, but it is above that channel per se, but even fundamentals wise from
a macro perspective, uh, Brazil is pretty much done with, its rates around, I think it's about 14.75%
today. They might be hiking rates a couple more times after that, but the central bank,
the person who's been recently appointed central bank of Brazil, the chairman is a
pro private investor and a capitalist person, as well as the quote unquote mega caps in brazil
uh so they're definitely a fan of the private business sector uh also on the same side as
president lulu which uh apparently is having a little bit of a trade deal tension with trump
since trump is is trying to uh bite back with the uh bricks and brazil is part of that bricks
committee but i'd imagine that's going to get resolved faster than expected because Brazil is one of the largest economies in South America.
I think the other largest economy is Argentina. And we're seeing a lot of positive movement from
a GDP perspective from President Malay, who's the president of Argentina. So Nubank gets 90% of its revenue from Brazil.
So any type of upward movement in terms of that currency
is going to be upward movement for this stock in general
as it is a fintech company.
So yeah, that's Nubank and GitLab for my second half pick.
There it is, Sam Solid with GTLB and NU for his second half picks and let's go over to jordan
uh before i actually before i say anything to jordan i just want to shout out ben over story
trading this guy is a wizard on this google doc of i'm watching him like program all these formulas
and stuff and just like mindless work so big shout shout out. So Ben for doing a lot of back
end stuff for this show. I just want to recognize him each and every week getting formulas and
getting the prices then and everything that gives us all the different averages and stuff. So big
shout out to Ben on that. And Jordan, two picks for the second half of the year, please, sir.
All right. Well, I really had no idea what i was doing here so especially with
everything just like near all-time odds i'm not trying to pick any big tech or anything like that
i don't think that would really be any sort of winner so i went over to our friends over at
prospero on the ai app and i checked out to see what kind of names we have for the long-term bullish picks.
And there's not a lot to choose from just because everything's at all-time highs.
But I did find two names that are on there that are on a nice, I mean, a better dip than the entire market.
So I'm going to go for it with these.
This is directly from them.
This is like no real analysis from me. I'm taking what I'm taking, I'm taking what they're giving me here.
So we're running with that.
We're going to go Baidu long, B-I-D-U.
And then what else we got?
I'll also, let me give, let me read out some of the,
some of the signals on the long-term there from Baidu.
It's looking like a 75 upside, which could be better. But the profitability
is really good. And short term option sentiment is really good. But that doesn't really matter
for the long term. So we're just again, based off the long term picks. And then we're also going to
go for a name that I've been given a hard time for a while because it does not move. But I assume
something is going to happen at some point. And it's an interesting pick that's on the long term. name that I've been given a hard time for a while because it does not move but I assume something
is going to happen at some point and it's an interesting pick that's on the long term so
I'm going to go for it and that's you you and H uh this thing has not moved since like beginning
of May this poor thing is just going sideways so we'll see what happens with that where it's
going to be at the end of the year. I'm hoping above $303.
So we're going to run with those.
These are literally the only names I could find that were on a dip, except let's look
AutoZone's also on there.
But AutoZone is also basically at all-time highs, which I don't necessarily think is
But in terms of picking a name that that's at all time highs, it's
just, I know that it's probably not something that's going to, going to make the cut for podium.
So we're going to try and play off of these names that are lagging a bit, but we'll see.
That's what I'm going for.
All right. You know, actually I thought I considered that one, the UNH one. Baidu,
I noticed was doing pretty well today. I checked that chart, the UNH one. Baidu, I noticed, was doing pretty well today.
I checked that chart for the first time in a little while as well.
But B-I-D-U and UNH from Jordan.
Ace the Kid, thanks for co-hosting the show as always.
Big shout out to the whole crew up here.
Make sure you give them all a follow.
And if you do check the pinned tweet, I'm going to respond to it here in just a few moments with the second half picks as well so we'll have that out here uh posted for everyone as well with all these different
picks a few people that couldn't make it tonight but i do want to call out their picks before we
end the show here uh evan had to run he is taking meta and apple um gab is going to go with pltr and google um knots couldn't make it this evening he is taking oscar
oscr and zeta and zeta for his second half picks uh peter is not a bad one uh yeah i mean hey that
one's catching some uh catching some legs here a little bit uh paper gains a and f abercrombie
and fitch and lift, paper gains is two back
I'll make sure I didn't miss anybody.
Oh, I didn't call mine out.
Um, I am taking Boeing BA.
Uh, I just think it's a complete turnaround story.
Like I said, in my stock pick for the week and I waffled on this one and now I realized
So I'm United airlines, UAL.
Um, I just think this is a $100 stock.
Every time I fly with them, I have a great experience.
I just think they're doing a lot of things the right way.
Great experience, the best experience.
Great airline, American airline, but not American airlines because they suck.
So un-American airlines should be the
term always late um no ual is my second pick uh united airlines i went back and forth on this one
a little bit i look at the chart um i just think hey if we have some broadening out if we have some
catch up here uh i just think airlines are going to do well maybe the oil prices i think probably
going to come back down maybe some of that scare pulls off of it. I just see a lot of room to the upside in the chart. I really like
the company. Mercado Libre was the other one I was thinking about. I decided not to just because
it's so extended right now, to Jordan's point, a little bit earlier. Some interesting things here,
but all kinds of great names on this list. I'm going to go ahead and close out this show for the evening,
and I will get a tweet out in just a few moments with all of these different picks.
So big shout-out to all of our panelists, of course.
Ben at Story Trading, Andrew Roperson Capital, Nick Drendel, Chris Patel, Sam Solid.
He's the kid. That's Jordan, of course.
Myself, Wolf Financial, Kn knots and paper gains couldn't be here
and then of course uh well we'll shout out evan you know yeah evan's evan right but we can give
him a hard time when he's not here we'll give him a harder time when he is here all right guys we
appreciate everyone that tuned in big shout out to the whole crew up here and uh of course special
shout out to ben for getting all the back end stuff done on this appreciate him as well and there you have it second half picks are in place i'll get those tweeted out momentarily shout out to Ben for getting all the back end stuff done on this. Appreciate him as well.
And there you have it. Second half picks are in place. I'll get those tweeted out momentarily.
Shout out to the audience. Appreciate you guys joining in here on this Monday, July the 7th.
Hope you have a great rest of your afternoon, evening, night, wherever you're at in the world.
We do appreciate you tuning in. And that's it for a long day of spaces on this Monday. We'll be live again over on Wolf Trading first thing in the morning.
Jordan's going to get that opened up for us at 8 a.m.
Dark and early, as we like to say.
We'll see you guys on the future show.
We'll do that for about an hour, hour and 15 before the market opens and then get you ready for that opening bell.
Live trading all throughout the day.
We have some great midday conversations as well. Check that full schedule on Wolf Financial.
And with that, I'm signing off. This space, of course, is recorded. You can go back and listen
to it in its entirety at any point as soon as I close this out. And definitely check that pinned
tweet and check the response that I'm about to send out with everyone's picks for the week
and picks for the back half of the year. Let us know
who you think's going to win on that right underneath. Is it story trading with a commanding
lead on the year long? We'll see. Is it Chris Patel with his LNG picks? I don't know. We'll see
who wins here. Thanks everyone for tuning in. We will catch you guys in the morning. Take care. Thank you.