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STOCK PICKS FOR THR WEEK!
Recorded: Dec. 22, 2025 Duration: 1:22:27Space Recording
Short Summary
In a lively discussion, participants highlighted significant growth opportunities in the crypto space, particularly around project launches and emerging trends. With bullish sentiment prevailing during the holiday season, the potential for a Santa Rally and the January effect could further drive interest in cryptocurrencies. Notable picks included TSLG, which surged 23.5%, and insights into the space industry and energy markets suggest a dynamic environment for crypto investments.
Full Transcription
Thank you. What is up, everyone?
How are we doing?
Happy Monday.
Great to be back on the Stock Picks for the Week show
here on Wolf Financial.
It's Ryan hosting behind the account.
Jordan up here co-hosting with me.
Some of the rest of the crew working their way in up here.
Kind of weird last week not having one of my favorite shows of the whole week.
We were all at a company retreat.
It was more of work than it was vacation, but we've got big things coming for you guys here at Wolf Financial either way.
So it was good stuff.
Because of that, the typical one-week period
turned into a two-week period.
So a little curveball there,
basically forced everyone to hold their picks
for a couple of weeks.
That may have benefited some of you,
may have hurt some of you.
I am sorry either way.
The best way, I talked to Ben a little bit earlier today,
easiest way for us to go in and map this out
was to just go ahead and make it a two-week
pick. So if it hurts you, if you had a great pick, feel free to defend yourself at any point during
this time. And of course, well, it's all with a grain of salt, right? It's all a competition for
fun, of course, not financial advice on any of this here. Before I jump into the results,
we are at some point today going to jump in and remind everyone, take a look at what the year-long
picks and the second half picks are looking like. No spoilers. No spoilers on this. We're going to
jump into that here in a little bit, but there is some very interesting results over there with a certain person. So we'll save that for a little bit later.
But here are the current results for the last two weeks, normally one-week competition. If you're
new to the show, of course, we make our picks on Monday nights. The following Tuesday open
is when the
competition starts. It goes through the following Monday's close. In this case, it went for two
weeks. So it went through today's close. So hey, some of you, I think it actually helped a couple
people. I know it hurt some others. Either way, that's where we're at. It's all fun and games. Here's our full results.
The market itself has gone absolutely nowhere.
SPY, as our reference point, is up a quarter of a percent in the last two weeks.
QQQ is down 0.61% as a group with our picks.
And once again, most of these picks were intended for just a one-week hold.
We still, we beat QQQ.
We're just under SPY, 0.34% average return.
A lot of things just kind of bouncing off of each other.
But either way, here are the results.
Our current champion is my co-host, Mr. Ace the Kid, no longer TA, just Ace the Kid,
with a TSLG and TQQQ.
The TQQQQ was actually down 2%,
but TSLG up 23.5%.
That was also our top pick of the week.
So congrats to Jordan, current champion.
Let me call out the rest of the results here as well.
Second place is going to be Sam Solid.
Sam Solid had Oracle Short as the second best pick of the week, 9.84%.
He also had Adobe Long, so a nice pair straight there with a 7.28% average return on that.
And I slid in at third place somehow.
Boeing did well for me. I had Boeing and DraftKings,
5.6% on Boeing. DraftKings didn't do anything, but still gave me a 2.5% return. Somehow got me
up here. I had no idea how this was going to turn out once I talked to Ben earlier and just said,
hey, we'll just have to do the two weeks and go with it.
So there's no fishy business here that me and Jordan somehow ended up here.
We literally had no clue.
Jordan had zero clue.
I didn't have any clue how it was going to turn out, but that's where it's at.
We also had Nick Drindle that I want to shout out here.
Fourth place, but the third best pick of the week, or two weeks, I should say.
COTG short, just continued to short, 8.36%.
Both of his picks were green.
I'm sorry, that pick was green.
The other one, BABX, kind of all over the place there,
but still gave him a positive return.
Michael Knauss had a good one on here that was short from a little bit ago
that carried through.
We also had, what was the other? That Adobe pick surprised me from Sam Solid. Mouse had a good one on here that was short from a little bit ago that carried through.
We also had, what was the other, that Adobe pic surprised me from Sam Solid.
We'll see if we can get Sam connected here in just a moment as well.
But that's our current results for the surprise two-week contest. Now, we're going back to the one week.
We will be live next Monday, last week of the year, last Monday of the year.
We'll be live next Monday, last week of the year, last Monday of the year. We'll be live next Monday.
And then I think what we're going to do, Ben, if you're okay with this, is on the 5th,
so the first Monday of the year, the 5th of January, we will do the year-long picks on that show.
Ben, if you're good with that.
I do have some feedback on that.
Okay.
We did that last year as well.
And then I don't think it's completely accurate or fair to do that
because there could be a lot of alpha in the first week,
January 2nd, 3rd, 4th.
There's two trading days before that.
Two trading days.
So, I mean, can we squeeze it in next week?
Yeah. The only thing I'm worried about next week is how many people might be off.
I don't know what the crowd looks like.
Let me see here.
I'll tell you what, let's get in the group chat.
We'll get in the group chat,
and we'll see if we can do it next week.
Yeah, okay.
I mean, it didn't really make that much of a difference
for this year, I don't think.
You never know. I don't know, because 2024 closed. I mean, it didn't really make that much of a difference for this year, I don't think. You never know.
I don't know because 2024 close.
I don't know.
All right.
Just if we could do it.
Yeah, we'll figure it out.
We'll get in the group chat and figure it out.
But we'll get those year-long picks either next Monday or the following Monday.
I just want to make sure we have enough participants that are available for that.
But either way, let's dive into this.
I see Ariel down in the listeners down there. Ariel would love to have you come up and make some stock picks,
share some thoughts with us. I saw Chris joined us up here, Nick Drendel's here,
Ben Overstory Trading, and Jordan, my co-host. Jordan, we're going to kick it off with you,
current champion. I don't know if forcing you to hold TSLG for an extra week is what puts you
over the top or not. I know you've been bullish that either way, but congrats on that.
Great performance there.
What are your market sentiment thoughts here?
Market sentiment.
Well, coming into the Christmas week, just for this week,
I'm expecting a very, very slow week in the market.
We don't have much data really happening.
I know we have GDP tomorrow, but not really much going on besides that. I know next week is dry in terms of data. We really
don't have any big data for the market until the new year. So really until that starts hitting,
I don't think that this market's going to do too much. I'm really focused on the selling spreads,
which has been fun. NOTS has very much gotten me into that more lately, and that's been a good time.
But still been some moves on the futures intraday.
I know we've been able to catch those morning moves early a.m. when there's volatility.
I just don't see a whole lot of opportunity the rest of the year here.
So, I mean, I guess I got to be a little more, I got to be bullish on the market into the end of year, just because
I feel like it would be un-American if I wasn't into the end of year here. But we've ripped so
much and it's hard to say where we're going to end up in, I don't know, five or six trading days,
whatever's left from this point. I mean, we're directly in the middle. If you look at NQ,
SPY, QQQ on a daily chart, we're just directly in the
middle of this consolidation we've been stuck in for a while now. So, you know, we're in the middle
of a range. I don't have much thought to it. I'm really just taking it day by day. I know from this
last dip that we had, we put in the short-term high, what was that, like December 10th, December
11th. And from that,
we've rebalanced to that 50% retracement of the November lows there to that short-term high we
just put in. And we're holding that really well. Got a nice bounce off that 50%, which was like
25,137 on NQ, holding that with a lot of strength. So, I mean, really just going off that, that higher
timeframe structure with the FIBS, I would like to be a little bit more bullish because, I mean, really just going off that, that higher timeframe structure with the FIBs,
I would like to be a little bit more bullish because, you know, in my opinion, if we were much more bearish here, we wouldn't have been able to hold that 50%.
So, I guess I'm leaning that way on the bigger timeframe.
But again, I think it's going to be difficult for many people to get, you know, a whole
lot of direction until the end of the year, just given no volatility, not much data happening, there's nothing really going on.
So I'm going to play it day by day.
We're going to see what we can do.
If we can get some good futures trades into the end of the year, I'm happy to do so.
We had a nice short this morning down to the overnight levels.
Mondays have been good for some reason.
I don't know why, but they've been great recently.
So we're going to keep playing the Mondays. But for the rest of the week, I just think it's going
to be crappy. So I think it's more about saving the money we've made over the past year, whether
that was day trading or just investing. And I just coast into the new year here and enjoy the
holidays. So I guess you can count me in as bullish in the year, but that doesn't mean I
won't come in and short this market the rest of the week.
So that's my thoughts. A little more neutral, I guess.
Well, congrats on a great pick there.
I know you've been all over the Tesla trade for a while.
Some great thoughts here as we go into the end of the week.
Shout out leverage shares. That TSLG is up like 60% from that debt.
Yeah, shout out.
Shout out to our friends over at Leverage Shares for sure.
I was able to update the formula.
I did a new sheet for it.
If you look in the Google Docs, it says copy of weekly picks.
So if you look in column J, that would have been the results after just one week.
If you were in column J, that would have been the results after just one week.
All right.
So after one week, I see Sam Solid would have been the winner.
Jordan would have been second.
And I was still third.
Nick Drendel's still fourth.
Okay.
So I stole it from Sam.
So you stole it from Sam.
Well, if Sam shows up, maybe we can argue that we'll go with the one-week picks.
I appreciate you doing that for us.
I'm going to tell Sam we're not on the spaces
and it's not live again.
But yeah, so it would have been,
just to call it out for fairness to everyone,
at the one-week mark,
it would have been 9.41% for Sam Solid,
5.68% for second-place Jordan, and 0.72% for me.
Actually, my DraftKings did better than Boeing on the one week.
How about that?
So it kind of actually helped me in the long run.
That's funny.
Either way, so Sam Solid, if he shows up,
I know he had some other stuff going on just a few moments ago.
But either way.
Real quick, Ant, too, just for what I was saying.
I mean, it's kind of all over the place in terms of like whether I'm bullish, bearish, neutral, whatever.
It's just like that should tell you something, though.
You know what I mean?
Because a lot of time I'm extremely confident.
A lot of the time, like all the panelists up here are extremely confident.
And I haven't heard anyone else yet.
But I imagine I'm going to hear some similar thoughts going into the Christmas week and that should tell you something, right? The
simple fact that I have no idea what this market was to do in the year here, right?
So I've got to stay safe. Oh, there's the devil right there. There he is. Sam, you had
to show up, didn't you? Sorry, Emp, I just wanted to add that in there.
Wait, you were first place. What are you talking about?
We'll see.
I don't know, Emp.
What have we decided on that?
Emp's muted.
I am muted.
Sam, you just popped up here.
Jordan, I appreciate that additional thought right there.
I just said about four sentences that just got lost in muted cyberspace.
But Sam, Ben is a wizard with Google Sheets.
He ran through and did a version of if it was just one week,
and it actually flipped you and Jordan.
So you were the winner on the one week at 9.41%. And then on the two-week, you got second place just behind Jordan. Jordan's Tesla
just took off even further for him. And the TQQQ came back a little bit. But either way,
you would have won on the one week. So we'll say that you and Jordan are co-winners or you're the
winner, however you guys want to do that. But congrats to both of you. Sam, I want to throw
it over to you. Jordan just gave us his market sentiment thoughts. I want to throw it to you next
and see what you're seeing out there in these markets.
Everyone's talking about Santa Rally
and they've been talking about it since Thanksgiving.
Are we getting it?
What are we doing?
Low volume grind up today.
What's going on, Sam?
Yeah, thank you.
I appreciate being the winner.
But I mean, if we're talking about short-term trading,
I'm not going to sit over here and be like, I'm a better short-term trader than Jordan.
Like, you've got to be kidding me.
Like, I'm not.
I mostly specialize in swing trading, medium for long-term, short-term, just a little bit
of alpha.
But Jordan is definitely a pro at that.
Honestly, you've got the Wolf trading and everything.
If you guys haven't checked out the Wolf underscore trading account, go ahead and check that one out. For me though, I mean, I guess
it was like about more of an earnings play because I was short Oracle and I was long
Adobe. And when we did the competition, they were both reporting on Wednesday and Oracle
dumped as you guys can see. And Adobe has been on a tear, but it's up considerably since
last earnings. And
we obviously had the market drop last week and the basically bottom on Wednesday after hours. And I'm not gonna lie, I had some hedges and some puts that got caught offsides. And
I suffered a little bit on those on Thursday. But the end of Thursday and Friday were good for me.
I mean, obviously, long term portfolio is doing just fine. Where am I seeing in terms of the sentiment?
I mean, it's tough to say.
Like, I think we're kind of done with the pullback for the rest of the year,
being that there's not that much liquidity in the market right now.
It's holiday season.
And usually, the Santa Claus rally doesn't technically start until Christmas Eve after Christmas.
So maybe, I'm thinking until then, we're going to get these low volume days like we've seen
today, maybe up, down 20, 50 basis points on the queues.
What we did see today was that you had spy up form tech.
And if tech had the majority of the bounce into today, then you definitely want to see
the mega caps being bid up. And we have not been seeing that besides Tesla, of course. We've been seeing kind of
a muted effect. So, you know, I mean, do I really think that we're going to get a sand
clause rally? I personally think that we will. But I also think that the probability of getting
good sand clause rally has lowered since we bounced pretty considerably from the Wednesday
lows. And we're above all the moving averages, right? So we already made that major move.
The continuation of it will really be dependent on getting some more volume in the market,
which we haven't seen. But I think a lot of that really depends on crypto. Crypto has just been,
just cannot stay above this 90k level in terms of Bitcoin. Ethereum can't stay above 3k. And
I think that probably money
just isn't there right now. Or maybe people are just a little bit worried, a little bit worried
about the markets, which does set up for a good Santa Claus rally until the end of the year.
However, until we see that volume pickup, it's very difficult to say exactly what's going to
happen because I'm reacting to the price action. I'm not reacting to what I think that what's going to happen in the market. Because
once we start getting to like, oh, I think we're going to be 10% down from here. I think we're
going to be 5%. But like, once we start getting into that mindset, then your trading strategy
starts to get wild because it should be reacting more than predicting what's going to happen because
no one knows what's going to happen in the market. And anyone who tells you with the certainty that
they know what's going to happen in the market. And anyone who tells you with the certainty that they know what's going to happen in the
market, stop following them.
Because trust me, no one knows what's going to happen in the market.
It's just a measure of probabilities.
And 90% of the time, the market goes up, right?
So generally speaking, I'm never really short most of the time unless I really have to.
I don't know how AMP has made money just initiating shorts on the market since the
airport lows, which is wild. But I mean,
you know, if you're strategic with it, your risk parameters is going to work, right? But
for now, for me, like I'm heavily invested and concentrated in companies that I really do see
a lot of alpha in and that are at very attractive valuation today. So that way, if we do pull back,
then these companies, I think the floor is pretty high with these companies because they're already pulled back to certain valuations.
And if the market does continue to rally, then I think we're going to see a lot of upset for
these companies. But as far as the macro goes, we're absent any catalysts until the end of the
year. I can't really think of a catalyst that's going to be coming maybe until next year that's
really going to push the market higher. You have a lot
of hedge funds and a lot of fund managers that have been underperforming the market this year.
This year has just been wild, especially from the lows of April up until today. Yes, we're like 30%
higher, but a lot of these fund managers just are not there, right? And they're already fully
allocated according to the NAIM data, which is like 100%. And statistically speaking, when NAIM is 100%, not necessarily saying we're going to be down
later on, but the upside is somewhat limited at that point when you're fully allocated
in the market, especially when it comes to a large amount of liquidity in the system.
So, you know, you had the Fed basically starts, quote unquote, QE today. I think it's like $9.7. No, I think it's like $40 billion
injected into the bond market,
buying bonds off the open market
every single month starting today.
We'll see if that continues to expand.
But again, don't fight the Fed.
It's hard to suspect if that drop is going to happen,
if the Fed is continuously trying to promote
a much more easeful monetary
environment. And just wait and see. Do I see setups here today that are like, holy crap,
this thing's going to explode? Not really, unless you're a trend follower. I mean, obviously,
it's been space stocks and drone stocks that have been pushing this market up.
Data center stocks have bounced pretty considerably since last Wednesday. But I would say here that if you zoom out a little
bit, they're down pretty enormously from the highs. So when I go long here, I'm already long
some of these stocks and I have been long and I'm not adding. So I'm going to do a little bit of
wait and see and I'll wait for the picks for later. It's a condor season.
We'll see.
We'll see.
All right, Sam, appreciate your thoughts.
Congrats on the big win there.
Nice pairs trade that you put together there.
That was a crazy pair trade, man.
Heck of a pair of trade, my friend.
Let's go over to Ben.
Ben, what are your market sentiment thoughts?
Okay.
I love this time of year. And for my style of trading and for the things I focus on, it's a very bullish period.
First of all, let me just backtrack to where we got our bounce last week was catalyzed by light CPI blowout MU earnings,
MU earnings, which by the way, if we had a show last week, I probably would have picked MU.
which, by the way, if we had a show last week, I probably would have picked MU.
I predicted that MU earnings beat and have a huge position, which has been great. That's one
mega cap that did do well today, besides for Tesla. So we had the MU earnings beat like CPI,
and then we had this reemergence of some chatter about open AI in talks to raise $100 billion,
Some chatter about OpenAI in talks to raise $100 billion just started helping the AI sector.
So I think a couple things are going on here right now.
I think despite the low liquidity of the holiday period, you are seeing a risk on and directionality in IWM.
So IWM, I actually think, towards the end of the year here, is going to break out to
all-time new high.
So that's $2.5734, just another $4 over here.
Given the light CPI, the quantitative easing, I think that's happening.
And this is leading us right into a three-week period starting this week, which is extremely
bullish for risk assets.
You know, holiday-shortened weeks, generally speaking, are really good for retail type of names and risk assets.
And we saw that outperformance in, like, the drone stocks and the space stocks.
But not only that, like, quantum names, anything, like, very highly shorted.
They do great on Thanksgiving week. They do great on Christmas week. They do okay on July 4th week, but these are the two weeks they do very well. And that's in my estimation because institutions, hedge funds that specialize in shorting these type of companies, growth companies, non-profitable companies, retail hype names, whatever, they're out of the market. So retail has more of the
They do great on Thanksgiving week.
They do great on Christmas week.
control over the directionality of these stocks. So it becomes a really good week to trade those
type of stocks, especially on a catalyst or on technical breakouts. So we are very, very active
this week and already had a great day and planning on having more great days the rest of the week.
Now, another special thing about this week is it's the start of the
January effect story trading style, right? I don't really care much about the Santa rally.
January effect is much more profitable for me. And January effect, the way I've seen other people
We'll just describe it in the media as just simply outperformance of small caps over large caps.
describe it in the media is just simply outperformance of small caps over large caps.
At Story Trading, we're looking for something much, much more specific, which is rooted in opportunities created by tax loss selling.
So at this time of year, really starting in, I would say, mid to end of November, you start seeing underperformers of this year deepening the sell-off
because the tax loss harvesting starts then.
Why does it start then?
Because there's a wash sale period of 30 days,
so people like their stock but they want to take advantage of the tax loss,
they have to start selling late November so they can buy back the stock before the end of the year.
And because of that dynamic combined with this week being a favorable week for risk
assets, you end up getting the zenith, the low point of tax loss selling.
I'm just going to go out and say a very specific date because I've seen this over and over
every year, Christmas Eve day, which is Wednesday.
So I'm anticipating that a lot of these stocks that did poorly last year,
and we have a list of 10 to 15 of them, will really start turning the corner on Wednesday.
And a lot of them are still under pressure, even with this market bounce we've had.
A lot of these stocks that I've identified still heavy today anticipate that to bottom on Wednesday.
And some of them have started rebounding already today or last week.
And that's going to take us into a very bullish three-week period.
And I didn't complete my thought there about the January effect trade.
So at story trading, we're looking at our four pillars, which is catalyst, sentiment, fundamentals, and technicals.
So there's a tsunami of all these things coming together in this three-week period where you get the, in addition to the opportunity created by, let's say, you know, good, low-valued companies, like attractively valued companies created by tax law selling.
And that's the fundamental pillar if you choose the right company.
And then you have the technicals oversold.
Lots of really deeply sold RSI's because of tax law selling.
But then you have catalysts and sentiment.
So when we're looking for stocks, I'm looking for stocks that have recent catalysts here in the fourth quarter,
which the stocks did not react positively to on a positive catalyst. Why? Because of that heavy
tax law selling pressure. And then you'll see that suddenly react really quickly over the next two
to three weeks. And then also this time of year, you have tons of press releases that come out
first week of January. Deals closing, product launches, shareholder updates, things
like that. So all this plays into the January effect in addition to our sentiment pillar,
which is simply, you know, how people have New Year's resolutions, right? It's a fresh
start. Everyone's optimistic. Well, guess what? Your favorite shitco that didn't do
great in 2025, people change their mentality. They're like, start of the year, my favorite
shitco is going to do great this year. So I'm going to be bullish. I'm going to buy more of my stock.
I sold it in November for tax law selling purposes. Let me buy it back. This is going to be my year.
You put all of that together and you end up getting an explosive potential of, you know,
between this week, Wednesday through mid-January, a lot of these are gonna be up 10, 20, 30, 40, 50 percent
all right regardless of what the rest of the market is doing so that's what I'm
focused on we've been working really hard on it I'm putting together our list
of stocks to buy no later we've been accumulating it and I'm gonna be a max
position by Wednesday so I've been pretty active getting into these
positions and I pretty much do all with call options this is all about market I'm going to be at max position by Wednesday. So I've been pretty active getting into these positions.
And I pretty much do it all with call options because it's all about market timing.
And yeah, so very excited.
It's a great time of year.
Love that deep dive of the thought process, kind of the mechanical side of things that
happened here late in the year.
Appreciate that.
Ben, let's go over to
Nick Drindle. Nick Drindle, what are your markets? Sorry, I want to say one more thing.
I want to say one more thing. Because someone mentioned that Bitcoin is not really participating
in this rebound yet. I don't know for a fact, but I heard that the watch sale rule does not
apply to Bitcoin. So that means, like that dynamic I just spoke about where
most of the tax loss selling, the zenith is this week, right? Because you have to wait 30 days and
people want to buy before the end of the year. Well, apparently you can sell your Bitcoin for
a loss all the way up to December 31st and buy it back right away and still get that tax benefit.
So because of that dynamic, it's possible that Bitcoin will lag some of the
rebounds that are happening right now because it was a big 2025 loser. So that's very interesting.
Very interesting. Thanks for that additional commentary. I'm actually going to dig into that
a little bit for the mechanical side. Nick Trindle, what's going on, my friend?
Hey, just checking. You guys can hear me, right?
No, sir. No Hey, just checking. You guys can hear me, right? No, sir.
No? Oh, no.
How are you, Nick?
Good, good. Thanks for having me on.
Yeah, so I was very, very bearish on Wednesday.
I felt like that was appropriate to feel that way
after the gap up into the 50-day moving average on the NASDAQ
and big sell-off, closing on the NASDAQ and big
sell-off closing on the low of the day. But that night, I went back and studied some of
the past market corrections that we had. We had one in July to, I guess, September of
2024, which kind of mirrors what we've seen this past time where magnitude wise, it wasn't as strong,
but we had a three week pullback followed by a two week bounce and then a week and a half
pullback. And the end of that, that higher low pullback in the second wave actually ended with
a very ugly close day followed by an unfilled gap up. and then it rallied back through the moving averages. And then I look back in September of 2020, because this year I've been using 2020 as a comparison,
and very similar price action. Again, not as drastically on a percent basis, but you did see
like a sharp pullback, a bounce, a higher low. And the way that higher low finally resolved itself
was with multiple unfilled gap ups. And that's what we got here. But the next step of kind of
building ourselves out of this correction is volatility compression on the indexes,
like the S&P 500 and the NASDAQ. And while the price action, Thursday, Friday, today,
very, very solid, got us right,
like on the right side of the moving averages. Now I'm looking for volatility compression. And
in a shortened week with low volume, with a lot of volatility already, I think that can happen
this upcoming week, especially with an AIM over 100%. To me, that's always a sign to not really press breakouts,
look to play more like shakeout entries
and just feel or expect a little bit more choppy environment
instead of clean action.
Because if everyone's already long, who else is left to get long?
So over this next week, I'm at my parents' house or my parents-in-laws,
and I'm not trying to go nuts and try to make my year the last week or so. But I do see a lot of
quality stocks setting up, a lot of potential emerging themes for 2026 playing out. So in this next week, I could flip a coin
and I don't feel very strongly either way.
But I do think going into 2026,
we're going to have a pretty clear resolution
of what the next three or four months
is going to play out like.
I forget who mentioned it,
but the mega cap stocks are still a little concerning to me.
We have Microsoft under his 50-day moving average, like just building out a bear flag on that 200-day.
NVIDIA has seven unfilled gap downs from the high, which is not usually how you start a new clean uptrend.
And there's some other kind of, I would say like warning signs or not even like warning signs, but just like reasons to be cautious or be aware of what the market is up to.
And we've had like basically three years going straight up.
now. I think solar stocks, I think healthcare stocks, and then some of the energy stocks are
going to be kind of my focus going into next year. I think the rocket stocks, obviously super strong,
but they need like consolidation before low risk entry points on those. But we saw solar stocks
really come out of a nice multi-week consolidation with CSIQ and First Solar going into new highs today.
So that's really the theme that I'm more focused on going into next year. And I think that was one
of my, if I remember correctly, second half of the year picks was NXT. But yeah, I think this week,
don't do anything to ruin your year.
We've probably had a really good year of trading.
You don't want to overtrade and give back too much,
especially because we've already made a really nice move off the low,
and I'm more so expecting volatility contraction
than anything else right here.
Some great thoughts there from Nick Drindle.
Yes, your second half pick was NXT.
We're going to hit on that here in just a little bit after we get everyone's picks in.
But yeah, very interesting.
I appreciate all of your thoughtful comments there.
And solar thematic, space thematic, those two actually doing well while the market kind
of rests.
But I see what you're saying.
I've been kind of mentioning that as well. The MAG7 kind of discombobulated. They're just all
over the place. One or two of them make all-time highs. The other two are under 200 a day. It's
just we haven't really gone anywhere since they've kind of disconnected from each other. So I'm
watching that very closely as well. Nick, appreciate those thoughts. Chris, let me go over to you and
bring you in
next for some market sentiment thoughts where are you watching and seeing these markets um
before we go into that i just gotta ask sam one quick question if he's still here why are you gay
just messing with you um wait what's that from that's from that that african um like tv show the from uganda where the
guy asked like uh like the person like why are you transgender why are you gay it's just somewhere
yeah um yeah i am pretty much in agreement with all you guys about possibly a a rally going into
the end of the year i'm already already starting to kind of do my due diligence
on some companies I'm interested in for 2026. Even though I kind of participate in the weekly
picks, I'm more of a mid to a little bit long term, I guess, like if you consider two years out.
So my thing is for 2026, there are opportunities out there. And I think a lot of people are going to start building
their positions now in order to capture that value. So I think for 2026, we've seen a lot of
themes take, um, take, um, uh, what does that thing? I'll take, take the mantle. And the one
theme that I've started to notice, and I think we're still very early in innings of it is the
space industry, right? So we saw a bunch of
space stocks rallying today. And I think if we do see this possible IPO of SpaceX come to fruition,
which in all likelihood is probably going to happen, we could see a lot of people buying
things as the catch-up trade, in which case now you're going to have, quote unquote, the space
stock bubble in 2026 um i'm not so sure
how to play it because there are some names that really were worth playing um like rocket lab a
year and a half two years ago shout out matt money because he called it out and i think he
was buying like four or five dollars he tried to get me to buy it now white house quant i know
matt money okay which is great yeah he is the official White House client.
So don't take that away from him.
That might be the best title in all of X now.
Yeah.
Well, either that or he calls himself, which is hilarious,
he's like, I'm the retail shareholder shepherd.
You know, and it's, I don't know. I really don't know how that whole thing got onto the White House feed,
but I'm pretty sure Homeland Security is monitoring.
No, we know how it is.
We know you pay some people, all right?
Come on.
Who?
The Russians?
The Chinese?
The Russians.
Like that?
Yeah, so I think the space theme could have legs next year,
and I'm not sure how necessarily to play it,
other than just following momentum, just following momentum.
But that's the one thing that I'll probably like listening and tune into to some some of the podcasts.
I mean, what do they call the spaces that you guys do?
If you guys do a podcast on it, I'll probably listen to that to get some ideas on who could possibly be a winner of all of these things.
But, yeah, I think space is definitely a theme that is worth exploring for 2026.
But yeah, I think space is definitely a theme that is worth exploring for 2026.
The other themes that I like are certain companies like Comcast.
Comcast just completed their spinoff of Versant.
So I think the 16th was the last day of record where if you were holding Comcast shares,
you got shares of their spinoff.
So I'm going to be doing more due diligence on just what's left with Comcast
and what the value proposition is.
So a lot of times, if you look at companies like GE,
GE has done really well with GE Vernova because they split up the company
based on unlocking value for shareholders,
where you have one business that's more traditional, that's dying, and another business
that's kind of growth that has high margins that could propel a higher PE.
So by splitting them off into their respective separate divisions or separate pricing models,
they could theoretically unlock value for shareholders
long term. So, you know, things like that are worth looking into. Another thing is oil and
natural gas have really gotten hit hard this year. As much as right now, everyone's forecasting,
you know, $50 oil for the next two, three years, I guess, while the Trump administration's
in power. But I wonder at what point does oil start to go the
other direction, primarily because breakevens at the current price are somewhat unsustainable,
especially in the majority of the plays here in the U.S. So if we do get a prolonged period of
low oil prices, then you're looking at probably some some pullback on drilling in which case you've got
you know future demand that that's basically unsupplied in which case then oil prices will
start to rise and the other thing is like if you look at companies like Marathon Petroleum
they they are refiner who is trading at 50 billion dollars right now I think and the thing is if you
just look at the overall asset,
that assets that they have, I mean, they're trading at below cost. And it's a cash flow business. So I think if crack spread starts to go in the other direction for the refiners,
that could be a nice place to hide out while the market kind of like, quote unquote, maybe corrects
next year because of all the fraud spreads, like crack
spreads. Yeah. Crack spreads, you know, the price between oil, like, you know, crude oil,
and then the cost of like the, um, gas prices. So basically, you know, you, you capture the value
between what the refined, you know, what you get crude oil for and you refine it. And then you,
you know, you get all these liquids, you sell those liquids. So that is what a crack spread is. So, yeah. Um, so yeah, I'm looking at,
I'm looking for opportunities where maybe the market kind of missed value here. I will call
out one thing that I'm going to probably pick for the end of the year, which, um, Sam may or may not
like, but, um, it's probably going to be for next week.
I don't know if we're allowed to kind of say that yet,
but should I say them now or should I wait?
Let's finish getting the...
Well, is it your long pick?
Yeah, yeah, both of them are my long picks.
I'll just wait.
Let's save that because we're going to figure out
if we're going to do it next week or the week after.
And if for some reason you can't make it,
you can always send it to me in the group chat there as well.
Okay.
Yep.
But I appreciate the thoughts, the space theme.
I know a lot of you probably remember we worked with Starfighters
as they were doing kind of their pre-IPO crowdfunding thing.
And obviously that stock went absolutely crazy today.
We're seeing Rocket Lab get big contracts
and all kinds of stuff there,
big push from the administration as well.
I think that will definitely be an interesting theme there, Chris,
to keep an eye on going into 2026.
Ariel, you're up here with us today.
Great to have you on the show again.
I want to see if you want to throw in
any of your market sentiment thoughts and then we'll come around and get two picks from everyone.
Yep. So I've been hearing everybody mention the space theme, and obviously, you know,
your Rocket Lab, your ASTS, your ITA, ETF has been absolutely awesome. HWM is another name that kind
of comes to mind that fits the theme. PL is another, um, definitely an awesome theme,
which, you know, it just, it's just one of those, um, it's not a theme that we've ever had before.
So I think that it adds like a level of interest. Um, obviously we've had, you know, K, um, KTOS
has already been in a really nice uptrend for a while. Um, rocket lab also for the last few years,
but it
just with all of the, as you just mentioned, the contracts that are coming in,
it just feels like one of those fun themes that I think people can get behind, especially while
SpaceX kind of IPOs and gets into the market. It just feels like one of those retail favorite kind of themes. We also have,
and I mean, at this point, it should be fairly obvious, the commodities of bull run that we've
had, especially in the metal sector. I don't know if anybody's been obviously, I'm assuming we've
all probably noticed the move on platinum, palladium, gold, silver, copper, steel. I mean, you name it. If it's a metal, fantastic.
I don't know exactly who the last speaker was, but he mentioned crude oil. I completely agree.
I actually love, love, love. And I don't know if I'm kind of early to the idea,
but the weekly base on an ExxonMobil. And they kind of got like dual prong, right?
They're a bit of a, you know,
they're a NatGas provider as well.
And then you kind of start to think to yourself,
well, if the AI data center theme is, you know,
of a sticky as a theme as we think it's going to be,
and these data centers are going to come into play, right?
Are we just going to power these data centers
with diesel generators?
Or is NatGas going to at some point start to really, you know, kind of make headway for
powering some of these data centers while we get, you know, other alternative fuel sources or,
you know, our electric grid a little bit more shored up. So that's definitely a theme that
I will be watching in particular, obviously, to crude oil, just because the commodities bull run has been so strong. Obviously, silver has been incredible. And, you know, my feeling is if silver starts to go down, maybe does that begin to kind of sour sentiment on some of the metals? I think it's possible.
I think it's possible.
You know, you look at platinum, it's been a huge move as well.
So I don't want to just start getting bullish.
I thought that, you know, in particular gold, the time to get bullish was last year in March
when it was breaking out of a decade long cup and handle.
So we're a little late to the party in terms of maybe gold and silver.
Could they go higher?
Could they go higher? Of course, but I don't think that like the run is just starting, but obviously all of the other metals have started to, you know, pick up where gold has what gold started.
Of course, but I don't think that like the run is just starting.
And we'll see if crude oil can kind of start to participate in the commodities bull run as well.
Healthcare continues to be an awesome theme.
Biotech continues to be an awesome theme. Biotech continues to be an awesome theme. Solars woke up today and, and some of these stocks, right?
Like our first solar looks, looks amazing.
Um, like we could very well be at a, you know, new 52 week or, um, a 52 week high here very
soon.
Uh, so yeah, I mean, there's a, there's a lot to be optimistic about. I don't know how I feel necessarily about, you know, the mags maybe being a little bit where they're not all moving together.
It's like you've got your Google, you've got Tesla.
You know, maybe tomorrow Amazon reclaims the 50-day, you know, meta a little bit weak.
Microsoft, maybe not the best.
So it's kind of a split group, but you have to give the
market some credit. The fact that we're this close to an all-time high and you don't really have
full MAG7 participation, I kind of think that's a good thing. Again, you have such a big weighting
in some of these magnificent seven stocks that it just is kind of letting us know money's
going to other places. The Russell feels like it could be, you know, a place to be focused on into
next year. Obviously, I don't really like the makeup of the Russell. You had genomic stocks
wake up today. So it's just like when one sector kind of falters, you know, and they and you've
probably all heard the adage before,
rotation is the lifeblood of a bull market. You know, it's what we're in. And obviously it's a
little bit choppy. And if you get Nvidia to struggle and you get, you know, that, that kind
of the open AI partners to struggle with Oracle and maybe CoreWeave and, you know, it's when you're,
when you get something that just goes up for the last few years,
it's like where all of our eyes go, and I totally understand. But airlines have been acting well.
Retail apparel has been acting well. Biotech for the last few months. And it's just a financial
sector. I mean, I forgot to even mention, if anybody's bothered looking at Citigroup,
this thing has been vertical.
Now, again, what happens kind of when, you know, even the banking names take a little bit of a breather, you know, Schwab included, you know, I don't know.
But it just seems to be plenty of rotation in the market.
And so it's hard to just get negative when you have financials holding up well.
And then, you know, even your regional banks with the financials holding up well, and then even your regional banks with the
KRE holding up well. And then you've got this retail apparel names just going nuts,
and metals are going crazy. So it's like there is money going places in this market. The job is just
to try and figure out where, at least that's kind of what I try to do is where's the money going?
How do I get involved with it?
So like, what's my technical setup to get involved?
And then is it just like a one-off setup where it's just like one company looking pretty
good, one nice clean technical setup, or are there a bunch within that group acting well?
And then that's kind of how you know, you know, there's more than just one big player
in some of these names.
And, you know, maybe it's like a green light. It's a similar thing with like the aerospace and defense stocks.
Is it just Rocket Lab or is it also PL? Is it also HWM? Is it also ASTS? Is it also, you know,
the ETF, which is acting great. So it's like, you've got a handful of stocks within that theme
where it's not just a one-off name in Rocket Lab. You've got a handful of stocks acting well. And so it's definitely not my Aunt Susie just buying up
Rocket Lab and the rest of them. And that's kind of why they're worthy of attention. And
it's been brought up so many times today. So yeah, I feel like it's definitely a bull market.
There's just rotation and maybe it's rotation into things we don't necessarily love because we're not used to some of these themes with people maybe not being comfortable trading metals or being comfortable trading healthcare stocks.
But that's where money is going.
And that's kind of what we got to stay focused on.
Where's money going?
Where's money leaving?
Wise words. Great rundown, Ariel, appreciate you
sharing all those thoughts. Yeah, banks going crazy, obviously gold and silver, a lot of the
other metals, derivatives down below those as well. There's always a bull market somewhere,
right? Even within a large bull market, there's always sectoral bull markets and bull trends and
stuff going on. And we're seeing a lot of that in some different places though.
Very interesting.
All right.
Time to get into the picks.
Sam Solid,
we'll go with you first since in the one week normal,
you were,
you were first place on that.
So we'll give you the first two picks here.
I do have Vegas.
Couldn't make it today.
She's with some family.
She did send me AMZU, Amazon 2X Leverage, and TSLL, 2X Leverage Tesla are her two picks there.
Sam Solid, Mike Sirsch.
Damn, I don't even know what to go along anymore.
I guess I'm pretty bullish small caps into the end of the year, but it's difficult to tell like
what I should even long at this point, because I feel like toward the end of the year, everything's
going to go up, but like which one, which one's going to go up the most, right? So I'm going to
go with URTY. I think that's, yeah, I think that's a three times bullish IWM only because I can't even think
of like what else to go long. And there is a stock I want to go long for tomorrow, but I feel like
it's going to rip in pre-market, but what the hell, I pick it anyway. I'm going to go long CETX.
A little birdie gave me a stock tip on that one. Nothing fundamental. They just think that it's going to go up.
So if that one goes up,
then I'll probably give a shout out to that trader on a post.
Cause that would be just be amazing.
That'd be like a two for two.
Dude,
dude,
I went to,
that,
I know the CEO.
I went to school with him.
He went to Stony Brook.
I'll,
I'll talk to you privately about that one.
yeah. Just letting you know you went to stony bro all right i'm putting in my after hours order on it then uh if i would hold off
just give me a second just talk to me before you do that okay well i mean we're you already know
me too late he already picked it yeah you know me if i if i go long something like something i don't
know like it's literally
just a couple thousand dollars worth of shares.
Like not, not a lot, but just for like the hell of it.
But anyways, I'm going to pick a URTY.
Actually, you know what?
I don't want to do URTY.
I hate picking the index level longs.
I don't do it like Jordan where it's like two times long, two times or whatever it is.
I'm going to hold off on the second pick.
I'll let everyone go while I do a little research,
but CETX is one of them.
I'll do long CETX.
All right.
We'll come back and get your other pick.
I'm going to go short CETX based on something I just heard from Chris.
No, I'm just kidding.
All right.
So we have CETX on the board for Sam Solid.
We'll come back and get your second pick.
Jordan, second place, maybe first place, but mostly second place.
What are your two picks for the week?
I'm just going to run it back.
TSLG long, TQQQ long.
Let's run it.
There he is.
TSLG 2X leverage from leverage shares of Tesla.
Appreciate them.
Shout out to the friends of the show.
And TQQQ. I always want to say too many Qs whenever I try to say that out loud.
So I said it as I typed it here. Perfect.
Jordan all bulled up. How about that? Go figure. End of the year.
Santa's coming to Jordan's house.
Well, I don't know if it's coming.
You know, I'd love for Jordan to give us a lump of coal.
He is Santa.
I'd love for the market to just tank.
Big lump of coal.
It would be an easier trade.
I keep cheering for the easier trade.
It would be a way better trade.
But I can't ignore what the chart's doing,
what the mechanics of this time of year do either.
So I'm with you on those thoughts there, Jordan.
TSLG, TQQQ from Ace the Kid, both on the long side.
TQQQ from Ace the Kid, both on the long side.
I guess I'll go next on the third place part here.
I really don't even know what I want to pick.
I saw a bunch of flow on TMF today, which is triple average TLT.
So I'm going to go long TMF to see if these guys know something.
So I'm long TMF and I'll take XLF because the
banks look like they're breaking out. I'm seeing, I mean, Citigroup was mentioned earlier, but if
you look at Wells Fargo, you look at Bank of America, JP Morgan, all of these banks look
just extremely bullish, extremely well on the charts, just continuation, a lot of volume behind
it. No, I mean, it's not even pulling back there.
You're coming out of a bull flag, breaking out to all-time highs in some cases.
So I'll take XLF, just go Long Banks, and TMF for my two picks.
Nick Trindle, what are your two picks for the week?
Yeah, first one I'm going to go with is CISQ, Canada Solar.
So that whole solar group really caught fire today. And I love,
love how the chart of CSIQ played out. We had 140% move in just like three weeks. And you really
saw volume pick up on that move at the end of October, beginning of November. From there, I mean,
it did get a little bit more volatile
than I would have liked,
but we kind of had like three balances
where volatility contracted.
We had two tests of a rising 50-day moving average,
and then a really rare combination of daily candles
where they're called wick plays,
where you kind of trade up during day one and then
eventually end the day like near the low of the day creating like a long lower wick then day two
you gap up and all of the trading is done within that upper wick and we had that Thursday and
Friday so back-to-back wick plays that's an Oliver special. And then you just buy the breakout. And today we gapped up
through those highs, opened on the low of the day, closed nice and well, up 10.7%. And kind of that
combination of big move up, consolidation over a couple of weeks, let the 50-day moving average
catch up. And then the entire group, the T etf big move up uh ariel mentioned how first
solar made a new uh closing high at least for the year maybe not all time yeah not not all time but
getting close to that uh you had nxt acting well and then enph which has been a absolute horrible
stock uh solar stock over the 50-day moving average again.
So it seems like even the worst stocks within that theme
are starting to catch a bid,
starting to come up the lows a little bit.
And hopefully that will allow Canada solar,
Canadian solar to continue to trend higher,
at least for this next week.
So that one on the long side is going to be a pick of mine. And then we'll go
with BBAI as the second pick on the long side. Zooming out on this, like on the weekly or monthly
chart, we have multi-year contraction, multi-year base. Since it really IPO'd, it had an initial
rally and then a very, very steep decline from like $15 all the way down to like
61 cents. Took multiple years to kind of wear through that overhead supply. And we're not all,
I wish we were a little bit higher in that base. But most recently, the last year, we've just had
basically three waves down where each wave got tighter and tighter and
tighter. I actually tried to take this trade last week and got stopped out. But what I've noticed
when we have these very large bases and you get stopped out and the stock flushes and bounces
right back to your place is not to get overly bearish and actually look for
an opportunity to get along those because that last shakeout can take it off everyone's radar.
And then all those people that were shaken out create potential buyers back on the way up.
So we'll just be looking for a break back through the 50-day moving average
where we got to today as the entry. And then the stop would be today's low for that trade.
All right.
CSIQ was that first pick on the long side,
and then BBAI long side.
Of course, as always, I am typing all this out in a post that I will put up.
I still want to call it a tweet, and I still do call them tweets at times.
But either way, post that I will put out here shortly with everyone's picks.
Actually, I want to pick my first one.
For my first one, do FBL, two times long Facebook.
And then I got CETX.
Yeah.
Okay.
All right.
And then we have FBL and CETX on the board for you, Sam.
We have CSIQ, BBAI on the board for Nick.
And let's go over to Ben at Story Trading for his two picks.
Yeah.
Even though you heard me really enthusiastic about this week
and the next few weeks, Those are more setups into January.
And for this competition, we only have three and a half days left.
Three and a half days where there's not going to be any catalysts, really.
So I never do this, but I'm just going to kind of put in some placeholder things
until we get into – because where I want to be in terms of stock picking,
I want to capture that time period between the last few days of December into the first week of January.
I expect to have some really, really good picks for you.
So that'll be next week's picks, but I'm not going to do them this week for you.
So I'm just going to go TNA, which is, I think, three times IWM.
And this is just for competition purposes.
I'm not actually doing it myself. I'll be in
individual stocks. And then also UIG, which I think is two times KRE or similar. I don't know
exactly if it's KRE, but two times some sort of banks. So I'll do that just three and a half days.
But I do want to point out a few names for you guys to look at
that could do some interesting things in the next three and a half days.
Obviously, you guys have been watching ASPS,
and some of you may know or may not know,
there's a big launch tomorrow night.
Is it tomorrow night? Yes, tomorrow night.
Oh, is that the Bluebird one?
Yes, that's hugely important.
And, man, if it fails, I'm going to lose both the competitions,
the year-end and the second half, because ASPS is driving a lot of that.
If the ship blows up or something, ASPS will be down 40%, 50%.
But the reason I didn't pick this this week, it's probably not going to fail,
but it can make a quick run to maybe, who knows, 90, 95 if it's successful.
But then by the time Monday rolls around, it might be back to 86 or lower.
So that's why I'm not picking it.
I also want to draw your attention to Kodak, which has been a big pick of mine.
I contemplated for a moment having this, but it's just three and a half days.
Just take a look at that chart.
Some explosive moves happening here
I've talked about it before some really really huge catalysts massive massive insider buys
They're talking to the tune of a hundred million dollar insider buy recently and
Major major de leveraging it's crazy a situation happening Kodak. So maybe that
Might be another form for dropping or something that's next few days based on what I'm seeing in the price action.
Someone's accumulating a lot of shares here the last few days.
So keep an eye on that the next few days.
And then another little one, which, man, it hasn't really moved yet, but I'm so bullish on, is IMRX, Immune Nearing Corporation.
It's IMRX, Immunearing Corporation.
I just do not understand what's going on here.
I just do not understand what's going on here.
It's a biotech company, enterprise value of like $150 million, but they just are starting
phase three for pancreatic cancer, just finishing FDA, end of phase two FDA meetings, and their
pancreatic cancer drug is like, I mean, they've had at least one person cured, which is like
unheard of, and two more people who are basically in full remission, but they just got to wait longer
before they say they're functionally cured.
I mean, it's ridiculous.
And the thing has like 150 million EV.
I just don't get it.
But they just had a catalyst two days ago saying they ended those FDA, end of phase
two FDA meetings.
And I've been waiting for this to rocket to at least the moving averages of 20 and the
50 at 650.
But so you can look at that, but not going to be in the official competition.
So IMRX, Kodak, and ASPS have some interesting names for the next three and a half days.
I'll have very, very interesting names for you next week.
But for the purposes of the competition, I'm just going to go with the UYG and TNA.
All right. UYG, I almost put U-G-Y, UYG,
which is what the ultra bank, ultra financials.
And then TNA is triple leveraged IWM,
both on the long side from Ben over at Story Trading.
And appreciate the additional commentary and thoughts there going into this end of the year as well.
Ben, always appreciate you.
And big shout out to Ben also running the Google Sheet, the programming pieces of things,
the data that helps us track all of these things as well.
So extra, extra shout out for Ben doing that for us.
We appreciate that.
Chris, I want to go over to you next and get your two picks and then we'll go to Ariel.
Sure.
Yeah, just about the pancreatic cancer thing.
Just letting you know, that is one of the most aggressive cancers that you can have.
It's literally for a person diagnosed with pancreatic cancer.
Like the mortality rate is insane. So any possible even cure or even slowdown in progression is worth a lot of money. So,
and if they're really doing well, then I'd be surprised if they weren't offered a giant buyout.
So just letting you know that that could be something that you're absolutely right on.
If they have enough catalysts, if enough data is out there,
then either they get acquired way before they are able to commercialize
for like probably 20 times what they're worth right now.
Because like I said, pancreatic cancer is probably one of the most aggressive.
For my picks, I'm going to pick two.
One of them is definitely a direct kick in the nuts to Sam, which is Toast.
I know Toast has been one of his biggest losers.
And you know what?
Wait, this is the weekly pick?
Yeah, yeah.
I'm picking Toast.
So you think that Toast is going to break out of its massive six-months downtrend this week?
Yeah, yeah, yeah.
So I'm going to pick Toast. And the other one i'm gonna pick is by surf
so both of them are in the uh payment space i think they've been oversold and i think
there's opportunity so i'm gonna pick both of them
i'm gonna short ccl and short NCL. No, just kidding.
I'm going to shoot.
Actually, if I short VG, I'm probably going to win.
All right.
A little fun inside joke there. If you guys haven't too,
everyone up here on stage has a lot of great content outside of.
Holy cow.
What happened at Toast?
But I do want to point out that there are some great live streams and stuff.
Sam, Chris do some. I've
seen Ariel have some as well. Ben has a morning one that he does. Shout out to all the ones up
here. Nick, I'm sure you've got some great content as well. I know you've been on our show,
but make sure you check out all these great speakers. Give them a follow and find out the
other things that they're doing. There's a lot of other things on YouTube and of course on here as
well as other places. There's a lot of
really great content that you can learn from, get ideas from. And I know there's been a fun little
thing with some of these names going back and forth. You just heard there between those two,
but Chris Patel taking TOS, T-O-S-T, and then F-I-S-V, Fiserv for his two picks on the long
side there. Ariel, last but not least, what are your two picks?
Yeah, so my first thought is obviously we were talking a little bit about silver
and the awesome move that it's made.
I actually think we are starting to get quite extended from the 50 simple moving average.
So the thing that has been a little bit disconnected with silver,
silver is about 10 times its average range from the 50 days.
So my thinking is, although I could still be bullish silver longer term, even though I think we're getting quite extended, I will play on the short side, SILJ, which is the junior miners.
And, you know, you've got silver up almost 30% above that October peak where the junior miners just got
going today. They're about 9% above that October peak. But if you were looking at it on Friday or
Thursday last week, there's a pretty big disconnect between what the junior miners are doing and what
the underlying assets doing. So my first thought there is once silver begins to pull back, I would assume that the silver junior miners kind of get beaten up a little bit more.
So instead of necessarily trying to pick a high in silver, easier to kind of play the junior miners, which are lagging the move.
That's my first thought. And then the second one, I'm kind of a little torn because Nick definitely
That's my first thought. And then the second one.
took that CSIQ idea, but I think I'm going to go with Amazon with the leverage version of Amazon.
So AMZU with the idea that if Amazon can get going back above the 50 simple,
then we might have something into year end with Amazon. So AMZU for the first one and SILJ short for the second.
Right.
Silver miner to the short side and leveraged,
2X leverage Amazon AMZU to the long side from Ariel.
What's up, Sam?
I'm going to switch FBL to FSLR.
Also a solarPlay as well,
but they are specifically joined in with Google's recent data center build out.
So going to do FSLR and CETX.
I've never seen anyone switch tricks in an hour period.
Triple short VG. Triple short VG. ever seen anyone switch picks in an hour period.
Triple Short VG.
Triple Short VG.
What did Chris do to you?
A lot.
I remember.
Sam Solid does not forget.
Just kidding around.
I'm just totally messing around with him.
F-S-L-R and C-E-T-X.
I'm getting S-I-L-J typed in here.
I've got everyone's picks.
I'm going to put out this post in just a moment.
We are a few minutes over time.
I do appreciate everyone stopping by.
Don't leave just yet.
Ben, if you've got time, I do want to make sure we do an update on the current year-long and second-half picks that everyone made.
Boy, it was a dog race for a while, and there's one person that has run away with both the year-long
and the second-half picks. Let's start with the year-long picks. Here's the current. We'll just
go with the top ones here. So Ben from Story Trading is in a commanding lead,
156.33% for Ben as his average. And the funny thing is, ASTS was one of his picks for the year
at $21 back at the end of 2024. It's up 309% as of today. His other pick root is, well, it was up a lot.
It came back down and somehow is only up 2.8% year to date.
But even with that, still in a commanding lead, Gav Blacksburg is in second.
He, Mr. Wolf Financial himself, he has Hood up 235% on the year.
And then Berkshire, 10%.
He's got 122% average.
Third place right now is Andrew, real pristine capital, 48% return.
Baba, his best one, 78%, and then MSOS was his other one.
Who else is in here?
Let's see.
One, two, three. Jaguar is actually in fourth
place. I hadn't been here in a while, but he's actually in fourth place. I have Michael Knauss
in fifth place. Jordan, no, I'm sorry. Nick Drendel in sixth place at 28%. So after those
first two that both have 100% plus, it actually gets a lot closer. We have a ton in the 20s to 30s to 40% range here, which is a few days left.
But that's where we're at.
Ben's on that one.
And then let me also call out the second half picks because I want Ben and anyone else that has any commentary around this to feel free to jump in.
But Ben is also winning the second half picks that we made back in July, July 7th.
As of July 7th, Ben picked ASTS.
Again, he's up 89% on that.
And AEHR, 52%.
That gives him a 70% average and current leader.
Our second place, also the same.
Gav Blacksburg, World Financial, 57% on Google and PLTR.
Google's up 75%.
PLTR is up 39% in the back half of the year here.
Third place is Andrew, Real Percent Capital.
So pretty consistent.
Even though these picks were made six months apart, pretty consistent across the board here.
MSOS is up 88% since July 7th. His other pick, TME, is actually a little
bit down, dragging his average down a little bit. Nick Drindle, I see you are next in fourth place
there. NXT, you mentioned earlier, up 39% since July 7th. And Futu, F-U-T-U up 34%. So two great level picks there, 39 and 34%,
giving you a 36% average for Nick Drendel.
I see Jordan's got a 22%, just beating me by a little bit.
I'm at 21%.
Paper Gaines, 32% return in the second half as well.
Ben, you're leading both competitions on the year and the half year basis here.
ASTS, what kind of inside information do you have on the face?
Well, I would just say...
You're a year early. Everyone's just now getting in. You're a year early.
Yeah, actually, I've been holding this whole time from $21 in my retirement account,
my long-term account, ASTPS, with some trading around the court.
We'll see what I pick.
I don't know what I'm going to pick for next year yet, but it might have another double in it next year.
But I will say this.
As I alluded to earlier, they have that big event that launched tomorrow night.
If for some reason it fails, I will lose this competition.
But you buy the dip, right? The stock might be down 30%, 40% if there's some sort of
catastrophic failure, or even if it's not a catastrophe, even if the rocket
does well, but then the satellite doesn't unfold or something like that, it's possible.
So there's a big risk event here between now and the end of the year, where the stock,
worst case scenario, could be down 30, 40 percent.
And I think you buy it.
Who are they launching with?
Sorry to ask.
Who are they launching with?
ISRG.
The Indian one, right?
Right.
Yeah.
That's true.
Who are they launching with?
There's an Indian launchpad company.
Ah, you're fine, bro. ISRO. ISian launchpad company oh you're fine bro it's row it's row it's row you're fine yeah also that that doesn't directly impact them i mean it
might delay things a little bit but if they were like a rocket lab where they're involved in the
actual launch itself maybe but like they're just they just have the payload no no but what would
happen is it would delay their timelines
and they might need to raise more money.
So there'll be concern about dilution.
Nah, it's fine, dude.
ISRO's got a pretty good track record,
and those Indians, they can't afford to miss,
so don't worry about it.
It's going to be fine.
That launch officially tomorrow,
scheduled for 1024 p.m. Eastern Standard Time,
December the 23rd. So tomorrow night, 1024 p.m eastern standard time december the 23rd so tomorrow night 10 24 p.m eastern i think it's actually i think it's actually from cape canaveral
is that possible indian but i guess they have no it's in uh india they launch from south it is in
india yeah why did my friend say he's gonna be watching the launch from florida i don't know
he's probably watching from Florida in India.
He's watching the launch on his TV in Florida.
He's IT support.
I don't know.
All right.
ASTS, Ben, killer pick for the year.
What about AEHR?
Do you want to mention that one for a second?
Actually, I'm surprised it's held up, to be honest with you.
Really surprised.
You know, because of the second half of the year, because they had a really nice catalyst.
I think it was right after when I was picking this, it was right after they got an AI contract.
So what they do, they burn in these semiconductors for greater reliability.
And their first run, like from 2 to to 50 had all to do with EVs.
And their end customer is Tesla for that.
And then the way it works with them, it's not like the number of EVs sold.
It's depending on the type of chip and if there's new chips or whatever,
that impacts their sales.
For whatever reason, the EV kind of tailed off their EV business.
And all the hype, all the new hype has been around AI
and kind of burn-in testing these AI chips.
And they had a contract right around when I picked this.
And there should have been more by now.
And there hasn't been.
So I've been pretty concerned, actually, about this.
And I'm waiting.
I'm very surprised it's held up because their valuation is crazy from like a price to sales
perspective or PE right now.
So we'll see.
Every morning I'm looking at the newsfeed, waiting for them to get another AI contract,
a big one.
And if they do, I'm going to, you know, it's right now it's only my long-term retirement
account.
I don't have it in my short-term account.
But as soon as I get another AI contract, I'm going to, you know, it's right now it's only my long-term retirement account. I don't have it in my short-term account. But as soon as I get another AI contract, I'm in.
And in the meantime, I'm like astonished why it's still up here at $22.50
because it's been way too long since their last AI contract.
Congrats.
I don't want to give it to you too early in case this launch blows up tomorrow night.
But we'll follow back on this.
But I got a pretty commanding lead
unless something crazy happens,
obviously, between now and what,
there's what, six days,
basically five and a half trading days left in the year,
I think, six and a half, five and a half,
somewhere like that.
So not a whole lot of time left.
I think you might have it in the bag.
Nick Drindle, you're still up here on stage.
Some of your picks doing really well. You mentioned the NXT in the bag. Nick Drendel, you're still up here on stage. Some of your picks doing really well.
You mentioned the NXT in the second half doing very well at 39%.
Futu also working out that China play very well.
You had RBLX early this year, up 41% on the year.
Good picks there as well.
Any thoughts that you want to share?
The Futu play, I think I went with that because we saw Chinese equities,
the big, big base, and it had already run, like,
basically off its lows to its previous highs,
and there still hasn't been a Chinese equity that's gotten back to its highs
like Futu has.
So if eventually that group comes around, right now Baidu's acting well,
Baba's looking nice and tight,
maybe we can get a nice end-of-year rally in Futu,
but that's a name that I'll be watching for next year as well.
And then Roblox, it made the move.
We based for about a quarter.
We had that big gap up in earnings July 30th.
We went nowhere for that next quarter and then gapped down.
And I mean, after that point, like you have to get out,
you're closing under the 50-day moving average.
And whenever you gap down in close week on earnings,
I just tossed that away.
So unfortunate that that like had a really strong beginning of the year
and then tailed off,
but still would have been a good trade overall.
Yeah, I like it.
I'm interested to see what you guys pick.
We also have Ariel, Chris.
Hope you guys will be around.
We'll get in the group chat, make sure,
and we'll all get on the same page to see if we do this next Monday or the following Monday, the 5th of January.
One of those two.
Either way, we'll start getting everyone's picks in.
But excited to see what 2026 picks everyone has there.
Sam Solid, if they would ever buy out GitLab, you'd be doing a lot better.
We don't need to talk about GitLab.
Well, I left Chris's alone.
That has been my worst performer.
You also picked NU, which is one of my largest holdings,
one that I really like, and you actually stole that pick from me.
I remember you picking that, and I just punched my desk over here.
How much is it up?
It's up 24%. Unless I picked it late.
This was, well, for July 7th was the start date of this.
So 24% move there.
I'll tell you what.
I already know what I'm going to pick for 2026.
Oh, yeah?
When we do that one.
When we do that one, we're going to do that one next week or the week after?
We'll figure it out in the group chat.
I want to do it.
I was talking to Ben earlier.
We kind of want to do it next week before the year ends,
but I think a lot of people will be in and out.
So we'll have to check and see what attendance is going to look like
just to make sure everyone gets a chance to get the pick in.
So we'll see how that's going.
But overall, here's the overall numbers,
by the way.
You could ask people to just submit it to you
by the end of the year,
by December 31st,
and then we'll have a conversation.
On January 5th, we talk about it.
Do a Google form.
That might be a lot easier than just doing the chat.
I like it.
We'll start putting something together for that.
Yeah, that way
everybody will have the rest of
this week next week to get
those picks in by the 31st.
I like that. Good compromise there, Ben.
That's why we keep Ben around. I'll tell you
what, it's not just his
performance and his thoughts. It's also because
he just has great ideas. Just
problem solver over there. How about that? The total numbers, though, I do want to call this out. SPY, year to date,
up 16.85%. All of the people that picked at the beginning of the year, collectively, 27.06%.
So our stock pick show is beating the market. QQQ in that same time frame up 21%. So
beating both the NASDAQ and the S&P on this panel. And in the second half, we're doing even better
in this last six months. And it's a little bit different crew. Some overlap, some not. But since July 7th, SPY is up 10.34%.
QQQ is up 12.16%.
Our collective return is 22.89%.
So basically doubling off the market.
It's fantastic.
Excuse me.
Fantastic job by the crew.
Thanks for everyone for sticking around a little bit extra.
We wanted to make sure and highlight these picks. Great job, Ben. Obviously, great job by the entire crew
beating the market on both sides, both the year-long picks and the second half of 2025
picks so far. We'll get some final numbers on that, of course, and that's what we'll do, Ben.
I really like that idea. We'll get everyone to submit their two picks before the end of the year.
We'll get those all plugged in, and then we'll announce them.
We'll have everyone present them on January 5th show.
We'll still be live next week.
We'll do our picks next week because I'm really interested with the January effect.
Does Ben go ahead and dive into those?
What happens?
Do we get a low-volume grind up? Does Santa happens? Do we get a low volume grind up? Does Santa come?
Do we get Santa? Did Santa give up on Bitcoin? I don't know. That's all the questions that we will
find out in the next week. Appreciate everyone tuning in. The whole show, of course, is recorded
as always. Make sure you give all these great speakers a follow up here on stage hanging out
with us each and every Monday at 5 p.m. Eastern.
Happy holidays to everyone.
If we don't talk to you again before the holidays this week, no matter what you celebrate,
hope it is a great one with friends and family.
And of course, you can listen back to the show at any time with the recording.
If you can hear those market sentiment thoughts in the first half and some of the detailed
picks there in the back half of the show, as always, full schedule pinned right there on the Wolf Financial homepage.
Big shout out to everyone up here.
Jordan, thanks for co-hosting.
And we will see you guys tomorrow for some live trading,
some Tesla Tuesday, Stocks on Spaces, as always, still going tomorrow.
Thematic discussion tomorrow evening.
And we'll even be live, the trading side at least,
we'll be live on Wednesday morning. I don't know how much action we'll get but christmas eve uh we don't
sleep if the market's open we trade it so make sure you go follow wolf trading as well as the
entire wolf ecosystem thanks everyone i'm signing off for the night take care Thank you.
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