Projects
![]()
No projects found
Investors
New
DAO Treasuries
DATs
Lend / Borrow APRs
Chains
Categories
Spaces
THE SMALL CAP SHOW
Recorded: Dec. 29, 2025 Duration: 1:09:12Space Recording
Short Summary
In a recent discussion, crypto enthusiasts explored the volatile trends in the silver market, potential systemic risks involving major banks, and the anticipated January effect that could drive growth in microcaps. The conversation also highlighted promising growth opportunities in the gold mining sector and the revitalization efforts of companies like Six Flags, suggesting a dynamic landscape for investors heading into 2026.
Full Transcription
Thank you. What is up, Small Cap crew?
How are we doing?
Happy Monday, the last Monday of 2025.
Hope this year has been great for you all.
I know this show has been great for me.
I really enjoy it.
I think the audience really enjoys it as well.
Great participation down there.
I see a lot of you guys.
I see a lot of people actually go back and listen to the recording of the show as well.
So big shout out to everyone.
And of course, shout out to the panel that comes on with us to talk small caps.
So as always, format of the show, we jump in and we share some kind of big picture macro
type of thoughts, overall market thoughts, maybe upcoming catalysts, things like that.
And then we get a little bit more granular, talk about some individual names, maybe some
stock picks or some thematics that we're watching.
And here we are, last week of the year, January Effect.
You've heard a lot of that from Ben over at Story Trading.
Some others that are keeping their eye on some of those things as well.
So I'm sure we'll probably hear some thoughts there.
Again, if you haven't heard them yet, of course, all these are recorded.
You can always just go search Small Cap Show or you can bookmark these spaces
and go back and listen to them at any point once they are closed out.
I see Laptop Travel joining us up here.
Perfect.
I saw my friend Small Cap Sniper.
Feel free to come up on stage when he marked Dougie Fresh with us.
Ben, just shot you that co-host.
Never know if it works off the bat.
Maybe smart to give it a minute or two, but let's see if it works.
And boom.
Look at that.
No glitches today.
Let's go.
It's going to be a good day.
Market not having a great day, but hey, we had a nice little pump last week.
Either way, kind of a normal little pullback here.
You look at some of the daily charts, nothing to be too concerned about.
The other big story, of course, everyone's talking about are metals, especially silver, some craziness going on over
the commodity space. Is it something? Could be. Maybe not. I don't know. I'm interested to hear
everyone's thoughts here. And that's enough of me blabbing, introducing this great crowd. Once
again, make sure you go in and follow all these guys. Check out what they do outside of the space
on Mondays as well, because they do some great stuff in discords and live streams, all kinds of stuff.
I see Money Mark, I know, has got a live stream.
I've seen Story Trading's live stream.
Dougie Fresh.
Dougie Fresh charts more tickers than anybody I know.
I thought I charted a lot of stuff streaming all day.
Dougie Fresh.
That guy's got a list of tickers.
Half of them I've never even heard of.
This guy's finding them right and left.
So big shout out to all you guys. Laptop, great to have you back up here, of course, with the Godfather taking a little sabbatical right now the price action in risk assets continuing into today.
I do this January effect pretty much every year, and usually the price action and the breadth is much better starting from Christmas Eve day, the day before Christmas. You can tend to have drawdowns middle of December,
but getting into Christmas Eve day and then after Christmas into New Year's,
the price action and the breadth is usually much better for microcaps,
risk assets, and those beaten down stocks of 2025,
where I'm expecting a bounce back in 2026.
So, you know, there's a couple of things I have
my eye on that maybe could be a wild card, maybe could be the causes. You know, one is Bitcoin.
This is the first year where tax loss selling comes into play for Bitcoin. So, you know, and there's definitely a lot of algos linking risk asset performance to
Bitcoin performance. So and Bitcoin doesn't have a washtail rule, unlike other equities. So you
could see a lot of volatility in selling a Bitcoin right up until the last day, which is
different than equities, where you see the tax law selling really starting around Thanksgiving time and peaking right around Christmas time.
And I don't know, I'm wondering if maybe these algos linked to Bitcoin are causing a little extra pressure this year that's deviating from other years.
The other thing is the silver situation is crazy.
crazy.
And there were concerns and rumors coming into today that maybe some big bank is going
to be exposed here and go bust.
And I had some thoughts about if something happens, I mean, that's huge, right?
Could it be like a Lehman level event if some big bank goes bust because they're a short
silver on the wrong side of the trade so I was thinking maybe that's part of the reason we're
having some weakness here um right in the middle of what's supposed to be the Santa rally so I'm
kind of holding my breath I haven't done much different except I did actually take some hedge. I was planning to short SPY or Q or SOXL
or something like December 31st in case we see some tax deferral selling January 2nd. I was going
to wait till Wednesday and I actually added some SPY puts today, added some UVXY just because
something's weird about this. It doesn't sit well with me, this price action.
I really don't remember seeing this in past years during this period of time.
That being said, aside from that, I'm just kind of holding my breath because I'm fully allocated into about 10 to 15 different stocks that did not do well in 2025, out of favor stocks in 2025,
which I feel with the proper January effect could run really hard over the next couple of weeks.
I'm kind of holding my breath with those, keeping my positions, but it's a little bit weird.
Something's a little bit off.
So I added a little bit of hedge, and it's been a rough couple days for me since Friday.
So the silver thing and the risk,
do you think there's something there?
Do you think maybe things are just a little bit quirky this year
with how the market's been?
I'm trying to weigh in the different factors of
what I'm building my thesis. And that's one of the things like metals just going crazy, which
silver looks like a blow off top to me. I shorted it on Friday. It played out nicely. But
I look at these things and it's like, okay, is this late cycle behavior? What's going on here?
You know, crypto, some of the risk assets,
the Santa Rally seasonality stuff was kind of off.
It's been off the whole year.
I don't know.
It's been a weird end of the year just from what I've seen.
Are you seeing the same thing, Ben?
Yeah, well, something's off.
Good job shorting the silver.
I was long silver Friday, made out good Friday, but I didn't sell it. I thought we'd have one more push today, so I was wrong on seeing a follow-through today.
So pretty much gave back all my silver gains from Friday. But look, I don't know behind the scenes what banks could be exposed or what could happen with this.
behind the scenes, you know, what banks could be exposed or what could happen with this. Now,
maybe a lot of the, any kind of pressure that was probably there, maybe it was relieved today
with this pullback. You know, who knows, maybe behind the scenes, there's big money and maybe
the Fed was injecting liquidity into some banks so they could short silver today and, you know,
keep it on the right side of things. I have no idea behind the scenes what's going on, but I would imagine, you know,
that if some big institution was on the wrong side of this in short, and that there could be
contagion effects. So, you know, that's a little bit of a wild card. I'm a little bit worried about
that, you know, maybe we're not going to get that January effect. I don't know. Or maybe it's just delayed by a few days.
And usually with that January effect, you know, in this period, Christmas to New Year's,
you don't really see those explosive moves yet.
But you do see those, you know, beaten down stocks to 2025.
You do see them bottom out, start drifting slowly up.
But we're still seeing some of these continuing to make new lows or head towards the lows.
Lucid's one example.
A little bit unusual.
So is that because of some fear in the background, something systemic with the banks, whatever, with silver, maybe.
But then again, it's really corrected nicely today
and maybe taking some of that pressure off.
So I'm just hoping that the seasonality I'm used to
is maybe just a few days delayed,
and we'll see those explosive moves starting maybe Wednesday,
New Year's Eve, we start seeing that, and then get nice explosive moves starting maybe Wednesday, New Year's Eve. We start seeing that and then get nice explosive
moves starting Friday in these January effect picks. But then you got to weigh that against
maybe on the index level, QQQ SPY could see a correction because of tax deferrals. There's a lot
going on here. And I think we picked 10 to 15 really quality names for the January Effect pick.
So I'm pretty hopeful and I'm holding my breath.
But yeah, it's been a rough couple of days.
It's been very interesting, the seasonality part of things.
Seasonality has been really off in some aspects this year,
but there are certain mechanical things that have to do with seasonality
that are still in play and still in effect. I think you did a good job highlighting
several of those as well. So I like that. And one clarifying
point on the silver, I was actually hoping and thinking
it was probably going to gap up today and then be the sell. And I was going to actually add
more. It didn't happen, but thankfully I already had some decent
exposure from Friday afternoon
and was able, I went ahead and covered everything just based on this move. It could probably follow
through. That's fine. I got my piece of the pie that I was looking for. So I just want to make
sure it's clear. I'm not adding anything in or I covered my shorts for a nice gain there. So
the bank thing, just to clarify on that,
I, all the looking that I've done, I mean, there's rumors going on, maybe there's something
there, but from everything I've seen, there's not any credible sources, um, that have come out with
any actual reports around that. And then nothing is credible. I mean, nothing is credible when you see the market down big and UVX.
Right. So there's speculation.
And the only reason I'm bringing it up is because there's a lot of people circulating this one kind of article-looking thing.
And there's no real evidence that support it just yet.
It is a possibility. I'm not saying it's not a possibility, but I just want to make sure
at least we're clear that there's nothing like,
hey, this bank definitely blew up.
Now, somebody could have, somebody may have,
but we just don't know for sure yet.
So I wanted to make sure that that piece is clear.
And then what I saw as well,
and if you know something different,
please correct me,
but the Fed,
I didn't see anything on the reverse repo side of things either where they actually
had to inject anything yet.
So we'll see.
It could be TBD, could be in process, but I just nothing confirmed on those ends yet.
So I just wanted to add those pieces in there.
Ben, appreciate you kicking us off.
Some really great thoughts there.
Money Mark, I want to pass you the mic next and see what you're thinking.
Yeah, man, great trade on the silver.
You know me, I'm a little bit more on the longer term side, not like Warren Buffett longer,
but it's definitely not days, weeks, or even a month or so.
So I have been, not much has changed.
It's been really boring for the last month or so after a crazy year.
I mean, up over 200 percent.
But holding those gains now by just following the rules, taking money off the table.
Fear, greed index is at 48.
Boring.
That's almost a perfect 50 in terms of being on the neutral line. The macro analysts that I follow are all bullish on GDP,
inflation, and stocks for the coming few months. Everything kind of looks good going into Q1.
And of course, you got those changes coming in the Fed in May. So there's some tailwinds there,
regardless of the volatility we see. But then you look at my proprietary market valuation
indicators and those remain yellow alert. Of course, there hasn't been a meaningful decline
in the markets. The CAPE ratio, some of you are familiar with that, CAPA ratio, that is at a level
that is basically undefeated historically in terms of saying, hey, if you sell here, you can buy at a level that is basically undefeated historically in terms of saying, hey, if you sell here,
you can buy at a cheaper price sometime in the future. Buffett indicator, same thing,
that's at an all-time high. So basically, everything's kind of flashing expensive,
right? That doesn't mean you can't make money. There's thousands of stocks out there. And even
if the market is crashing, there are stocks that
can do well. I remember when the market crashed in the fourth quarter of 2018, the market was down
28%, 27% that quarter. And my number one holding was up 27% in that same quarter. So I had, you
know, I had that position hedged with a market short. So I made 27% on my short, and I made 27%
on my long, and ended up with a great year.
So this is what we want to do, but you got to be careful, right?
I am increasingly seeing issues that are at levels I don't like.
I've been covering technology since the 90s.
I've been covering Oracle for about 30 years, NVIDIA about 20 years, and neither one of them,
I don't like either one of those, their prices right now. NVIDIA is fine. I would call that
fully valued. Oracle has finally come back to sanity, but I call that a short at 315. That was
a bubble valuation, in my opinion, and here we are at 195. So you've got to really be careful because you
get stunned. The silver chart, in addition, if you take the silver chart going back to the early
2000s, you had that 2008 low, you had the COVID low. If you connect the dots on those two lows
and then create a parallel line over the 2011 high, over the weekend,
we got over that line, right?
So, you know, there's evidence of topping in different areas of the market.
So you have to be really careful about chasing the hot thing du jour.
I know there's structural things about silver.
It goes into AI data centers.
The actual production of silver is, I think maybe a quarter or a third of it comes from
standalone production. The rest comes as a side effect of copper and gold mining, right? So
you've got that there. And of course, my largest holding at the moment is a company that assists
with gold mining. And we can update you guys on
that on that half of the show. But it just remains a be careful environment. I'm not fully allocated.
I have a ton of cash, which is sitting in money market accounts earning 4%, which is great,
considering what's the markets done recently, right? Nvidia has gone nowhere for months,
my money market funds are up, you know, Bitcoin's gone down dramatically, money market funds are up. You know, Bitcoin's gone down dramatically.
Money market funds are up. Sometimes the best thing to have is cash because when the market
does inevitably crash, the only people that can take advantage of those low prices are the ones
that have cash. So I'll be back to talk about where I am putting my cash now in the back half
of the show, but it's still a yellow alert. And so,
you know, act accordingly.
That yellow valuation alert just continues to sit there and we continue to sit and go nowhere,
really. I mean, I know we made marginally new higher highs in the SPX, the S&P, but outside
of that, and I guess IWwm as well some small cap indices but
as a whole we haven't really gone anywhere in a couple months yeah and that's what happens when
you get to yellow alert territory right because the the people that manage the billions know this
stuff they know about valuation they know about alternative investments and they're all saying
okay let me this one's expensive let me shift let me, this one's expensive. Let me shift
it over there. This one's expensive. Let me shift it over there. This whole thing's expensive. Let
me sit on the sidelines. Warren Buffett's sitting on the largest amount of cash that he's ever been
sitting on. Why? Because of the, because of that map, right? So, and it's interesting that you said
the Russell 2000, because the Russell 2000, as I've been saying for the last few months,
Russell 2000, because the Russell 2000, as I've been saying for the last few months,
is the only index that hasn't been in yellow alert.
We talked about this back in mid-August.
And since mid-August, the Russell is up 10%.
That's the best performing index.
The rest of them, like you said, is just, you know, hugging that top trend line for
dear life.
And you can't do that forever, right?
If you just hug the top trend line,
eventually something goes wrong and you drop even 10%,
you're gonna give,
you're not gonna make 10% hugging the top trend line.
You're gonna need a year and a half to make 10%
hugging the top trend line.
And you're basically betting that there won't be
a 10% correction for the next year if you're doing that.
So you can't own the indices,
you have to own individual issues and you got to find out which ones those are.
Appreciate the additional commentary there. I love that. Really good to keep in mind. I mean,
I think about when you mentioned Buffett, I think about the dip that we had back in April
and Buffett still kind of, you know, he bought one or two things
here or there, but he really didn't deploy a whole lot. Just net net net. And it's more of
the value investing side. So it's kind of interesting. Definitely something to keep in
mind. Absolutely. All right. Do we have the small cap sniper? Are you with us? I don't know if you
had to step away for a second. If you're with us, we'd love to hear if you had any higher level market macro type of thoughts here.
Ooh.
Could I segue higher level market thoughts, macro thoughts towards also one of my favorite small cap stocks?
Well, if you want to talk an individual name, we're going to do that in the back half of the show.
We'll come right back around to you.
If you have any higher level thoughts, feel free to jump in with those.
If not, no worries, because we're going to go one by one.
And any individual names, picks, thematics, anything like that, we're going to hit in the back half.
I do, but I would like to present it as one of my points of conviction.
Yes.
Towards my other one. Okay. of conviction. Yes. Perfect.
Towards my other one.
Okay.
Let's do that.
Maybe we'll get to you first.
Okay.
That'll be the perfect, yeah.
Laptop, and then we'll go to small cap so you can go right into stuff.
Yeah, that's a great thought, Ben.
That's what I was thinking as well.
Laptop first and dug in small cap, yeah.
Yeah.
Laptop, travel. Great to have you back on the show.
What are you seeing in the broader market perspective here?
Hey, thanks so much.
Yeah, so obviously I agree with the yellow signal at this point.
I've been around a long time.
And so right now the markets are experiencing this short-term volatility um we
seem to be range bound here we can't get uh one way or the other we can't get a big correction like
mark was talking about and uh we're not getting that that pop that we expected at the year end
um and we're seeing low trading volumes you know there's been a lot of profit
this year earned.
So I think people are selectively locking in their profits.
But I still think the overall sentiment for at least for the near term into 2026, you know, I think I'm still cautiously optimistic.
Still expecting strong earnings expectations.
And obviously, everyone's going to be watching the Fed. What's going to happen?
So I expect more choppiness right now. Really, really looking forward to getting past the new
year into Friday and next week. And let's see where the market goes.
You know, I think that we're waiting on the Federal Reserve meeting coming out, I believe, tomorrow.
And let's see if we can derive some clues, as I'm sure investors are looking for some clues on what they might be thinking for the January rate decision.
Of course, most people are betting on this Fed to
stand pat. But as it is right now, there is no clear direction and to run a wait. And I agree
with Ben with story trading is that we've picked a lot of great stocks, we think, for January effect.
is that we've picked a lot of great stocks,
we think, for January effect.
And we're anxiously waiting for those to pan out.
And we definitely think they will.
In fact, I'll throw two more out when we,
or at least one new one, I'm sorry,
when we get to the section of individual stocks.
But yeah, tread cautiously here.
No one needs to be in a hurry.
And let's let 2026, the beginning, set the set the
tone, set a trend. And then let's capitalize from that point. Wise words, laptop, be excited to come
back around and hear any picks or thematics that you're watching in the market right now. Dougie
Fresh, round us out here a little bit with your uh with your bigger
picture thoughts here with where the market's at i mean we're they were close to all-time highs but
we're highly overvalued yeah we sure are and iwm we'll start off with that since we're the small
cap show and here you're under the 20 right there on your uh moving average on your dally chart and
it is kind of curling down like ben was saying saying. He's kind of skeptical. I am, too. The charts don't look beautiful setting up this morning.
Your Qs are down today.
They're just hitting the 20 right there.
And your SPI kind of looked the best out of them all, but just kind of holding on for dear life.
It has a little support right there at like $6.87.55, and it's at $6.87.47.
So it's just hanging on, and we'll see how they open up tomorrow.
I think it might be a slow week this week.
Obviously, the market's closed on Thursday for New Year's.
But no other,
the market's not closing early on Wednesday
for New Year's Eve.
So it will be a full day on Wednesday.
And yeah, it's just a weird...
I had the wrong information in my morning, though.
I thought it was a half-day Wednesday.
I didn't see anything. Maybe I'm wrong. wrong i just assumed it i didn't look it up
yeah last i looked it was a full day because i thought the same and then i went to start
looking around because i was planning out spaces and streams and i i saw full day oh
i really closer so i had a mistake in my uh newsletter this morning i'll fix that all right
thank you sorry doug yeah i i honestly thought the same thing that's why i double checked on So I had a mistake in my newsletter this morning. I'll fix that. All right. Thank you.
Sorry, Doug.
Yeah, I honestly thought the same thing. That's why I double checked on the New York Stock Exchange.
Because I was like, isn't it a half a day on New Year's Eve?
And it looked like a full day to me.
So I was, if I'm solid too, I'm glad that you backed it up because I could have been wrong.
So yeah, it looks like a full day Wednesday, closed Thursday, full day on Friday.
So that's what the market schedule is like this week. So yeah yeah it's just a little bit weird going into the end of the year
and uh you would think it would turn around and then crypto wants to get ripping last night and
then you wake up this morning and it's way down again so it's a bizarre thing with bitcoin it
just keeps trying to get through the 20 it It hits the 20, bounces back today.
It kind of hit the 50 area and reject it off of there.
So it doesn't seem to want to get any real momentum going to continue to cruise up.
It just every time it gets moving, it just kind of stalls out.
And I think that kind of drives the market down a little bit.
And then you guys were talking about silver.
And obviously that's been crazy and pulling back today. And yeah, it went up in the top for a while.
I think we might see a little bit of a drawback here.
But I think it might be a good opportunity again.
Remember when it pulled back last time, it was a great opportunity.
It went up completely for a couple, like two weeks, three weeks straight, I would say.
So I think it might be an opportunity.
We just got to watch where it's going to fall back to right there. And yeah, that's what it looks like to me. And yeah,
and Ben brought up a really good point with Bitcoin and the tax selling, if you don't realize,
because you could sell that on the very last day, crypto literally trades 24, 7, 365. So you could
trade that, sell it literally at like 1150 on December 31st.
And if you bought that thing, like say you bought Bitcoin at like 125 and now you're at 87K,
you can sell it for that huge tax loss sell and then buy it the very next day anticipating that
it's going to go right back up and you don't have any kind of rules where you have to wait 30 days as you do in the stock market as of now so that could very well be playing a very big factor
especially with all these etfs that you see now and all this other crazy stuff with crypto so
that could be doing it and we'll have to see as we get to the end of the year how the chart really
wants to uh set up because it's been trying to hold itself up in this bullish
trend and we'll see if it can maintain its way and actually get curling up and it's kind of
timing itself out where it looks like it wants to but i can't guarantee that at this moment anyway
just because it's been so damn volatile so that's what it looks like to me going into the end of
the year and we'll look at a couple of stocks at the end here.
So right back to you, Em.
Hey, Dougie, you know, looking at Bitcoin, obviously gold has been on fire.
Silver has been on fire.
And ever since the Genius Act, tons of money has been plowing into Tether.
How much of an impact do you think that's having on bitcoin is is like you know bitcoin
was like digital gold and now it's like gld and slv and tether seem like digital gold um could
could bitcoin right here be kind of challenging this support line and then maybe break down
because it's not the only game in town anymore it is kind of fizzling out a little bit as you can see i mean it should have
ran higher than that 125 and then all of a sudden and that's right around when gold silver really
started getting cruising in october area when they were getting set up there and yeah i think they
did they took a lot of the money because as they started to move gold and silver were cruising up
there and really looking good the charts everybody was piling into these things and you could see the volume was getting really uh really heavy and
you can see the volumes not that heavy in bitcoin it hasn't been for a little while right now and i
think that's why it just can't keep that strong momentum every time it gets curled up you'll get
them volume spikes and then it just hits like the 20 or 50, like I was saying, and just drops right back down.
It gets rejected right off.
It just doesn't have that push.
And I do.
I think a lot of the money is getting spread around where before it was getting piled into
Bitcoin.
People were more confident with it.
And now people seem to be more confident right now with silver.
I mean, you see silver everywhere.
Everybody's talking about it, which means I wouldn't be chasing it up here. But this last month, it's been absolutely bonkers and people have been making a fortune on it where Bitcoin hasn't been moving. So maybe you'll start to see that rotation now. And, you know, people leaving silver, taking their profits on silver and gold. Maybe you'll see it dip back down. They get set back up and maybe a rotate back into crypto and bitcoin
but i do think that you have seen that rotation happening and bitcoin hasn't been as hot lately
the volume's been speaking the numbers alone but you can tell every time it wants to get popping
it just can't do it so that just tells you that more people are looking elsewhere and not in the
crypto space or at least bitcoin which bitcoin drags everything
also long in crypto i mean you have your altcoins that can pop but they haven't even been popping
that much so the whole entire space has been kind of uh dipping down right now and kind of like uh
quiet that was the word i was looking for hardware to think of quiet right there so yeah it's been a
little quiet and then you got gold and silver being really loud so we'll see if the rotation is going to take place but i can't disagree mark
that you're seeing bitcoin just kind of suffer from that because it's just not as popular right
now i don't think so that's what i see yeah you i think you you said the magic word rotation because
you know in the u.s when we're buying micro caps and you know, in the U.S., when we're
buying micro caps and small caps here in the U.S., it's primarily a U.S. phenomenon.
But when you talk about gold and Bitcoin, those are global phenomenons.
What a lot of people in the U.S. don't know is that Bitcoin became really popular overseas
as a way to protect their foreign currencies.
You know, if you're a millionaire,
if you were a millionaire in Argentina, when the peso collapsed, your net worth collapsed.
But if you were in Bitcoin or gold, your value held steady because you would own those assets,
not that currency. So around the world, you know, people look to gold and Bitcoin as stores of value so they don't lose the value of their currency.
But now with the Genius Act and Tether, you see the flows of money.
You can actually literally see how much money has been flowing into Tether.
And I don't know, man.
It looks like this is like a – they call it the Genius Act.
It was kind of genius on the part of the U.S. government because it made Tether okay as long as that money flowing into Tether went into U.S. treasuries.
It was kind of genius on the part of the U.S. government because it made Tether okay.
So imagine now you're a millionaire in Argentina.
You put your money in Tether.
You know you're getting one U.S. dollar worth for every peso you put in.
It doesn't matter if the peso goes down.
Your money is basically in dollars, right?
But guess what? In order for the tether to do what it's supposed to do, it needs to convert those
pesos into US dollars. So they're buying US dollars and then buying US treasuries with those dollars.
So for the United States to pass the Genius Act was a strengthener for the dollar's position as the world reserve currency
and created billions of dollars worth of new buyers of U.S. treasuries.
So what's left for a Bitcoin?
It's going to be really interesting to see if this thing can gain enough strength
on the power of people in the U.S. that believe in Bitcoin
versus all that money overseas that's going
into tether which is a safer place to protect your currency and i've been hearing this yeah
you're absolutely right and uh people are trying to figure out what the best currency is
and we're not the only people that trade in america obviously
it's a global
we lost you there doggy gold bars they sold started selling gold bars and they were selling
getting nutty that like this they sold what like a hundred to to 200 bars out of costco i mean it's a warehouse that
sells food so it's kind of bizarre but that many people were buying up gold bars and seeing things
in the future obviously and i guess hedging against bitcoin and everything else and the
dollars so yeah i guess you are seeing people kind of hedge against Bitcoin as they used to kind of hedge with it.
Now they're hedging against it with gold, silver and against the dollar.
It's kind of crazy right now, I must say, with all the different things going on.
So, yeah, interesting, Mark.
Very interesting.
Yes, sir.
Hey, I would say the same thing.
I travel a lot.
Laptop travel, of course, I don't travel agency.
I see this so much in Asia right now and third world countries. They're struggling to find out
how to preserve personal wealth and secure that for the future. And then we have so many countries
that the people, the populace distrust the government.
And so now they're trying to hoard.
That's a part of this silver game.
And we see the inflated prices of gold, people trying to hoard personal wealth because they know that that is wealth that they can hold.
I just met a family the other day, bought a quarter of a million dollars worth of hard gold in jewelry just to hold for future family wealth.
Great back and forth there, gentlemen.
Appreciate all the commentary.
Let's kind of roll into the second half where we start talking a uh or start talking a little bit more granular a
little bit more ideas or thematic based individual names stuff like that uh small cap snipe i know
you uh you wanted to kind of connect your two thoughts so if you want to start off with kind
of the overall picture and then jump into the name that you want to talk about go for it and
then we'll work our way around the panel awesome yeah. Yeah. Can I get a mic check? You sound fantastic, sir.
Nice. Just wanted to make sure before I started talking on this round. You know, I'm not going
to take up too much time. And I think that the topic or the name that I would like to talk about
today or my pick for this show is going to be Iron. I have to say that one of my highest
convictions going into 2026 is all the data center plays and the grid.
I have to say, when we take a look over at IRON, they are going to add about 65,000 GPUs
in quarter one of 2026, hopefully. IRON is basically they have Sweetwater 1 and they have
Sweetwater 2. The coolest thing or the part that makes me high convicted behind
these two data centers that IRON is facilitating is that basically the geographical position of
this Sweetwater 2 is within 250 square miles of just about every MAG7 and a majority of the other
hyperscalers like XAI and a handful of them out in west texas as we all know there's lots of stuff going
on out there right now in the data center space um but basically uh based on how the fed is looking
and based on how electricity is looking and based on this geographical location it looks like i
don't think that they're going to be mining bitcoin that much and i think think that this name is going to be a very prime
candidate for partnering and facilitating with one of these hyperscalers, considering that
everybody is looking to expand their compute. And just about everybody is looking for these
kinds of services. Iron right now, we all know, or I'm sure a majority of people or a decent
amount of people on this panel are aware of the Microsoft deal. They're going to be getting $5 billion from Microsoft over the course of a
couple of years. And this will pretty much help them carry and grow into 2026. The question now
is who's going to be the next? Now, we already know that they're pretty much using about 10%
of their entire portfolio. They can facilitate plenty more
than what they actively have already. And they're still expanding this portfolio as we go. But again,
I'm really interested to see if any of the other hyperscalers takes a bid or takes a shot at iron
next year. Based on the geographical location, it makes a lot of sense for them because it's not a
very far ride or short plane. So they're going to save a lot of money on the expense location, it makes a lot of sense for them because it's not a very far ride or short plane.
So they're going to save a lot of money on the expense when it comes towards traveling
and visiting these data centers.
What lines of work are they actually in there?
The data center stuff, do they do any crypto stuff?
What all are they doing?
You know, so that's a good question.
Basically, when we look at what a data center actually is, we're looking at a large collection of high-level GPUs.
And, you know, with these high-level GPUs, you have a plethora of compute.
Now, one of the most common or, you know, historically best use cases for data centers over the last decade,
pre-AI expansion, was for the Bitcoin mining.
As many of you already know, Bitcoin is mined by solving a very complex math equation,
and it uses quite a significant amount of compute.
And basically what we saw with Marathon, with Riot, and a lot of these other data centers,
or yeah, we can call them data centers as well, pretty much going into this Bitcoin mining phase, pretty
much with the objective to mine Bitcoin. But now, a lot of them are starting to realize
they have lots and lots of GPUs, they have lots of compute. And now we're going to start
to see the question, with a lot of these former Bitcoin mining names and also a lot of the other data centers is, is it more profitable for them to be mining Bitcoins or is it more profitable for them to be providing compute towards a large hyperscale?
I think that we're going to see a lot more of them providing compute towards the hyperscaler.
And I personally believe it's going to be significantly more profitable than actually mining the Bitcoins, especially considering their geographical location.
A lot of these data center names are found out in West Texas.
And as we know, you know, just about every single MAG-7 company has a campus somewhere in the area of West Texas.
So, again, now with AI, which is pretty much relatively new over the last two years, you know, or at least at this scale and this level, um, over the last two years, there's a massive demand and we're going to need
so much power, uh, going into 2026, 27, and it's going to only continue to increase in demand
as far as it is from my perspective. So again, that's pretty much my main conviction behind IREN. And this is definitely one of my higher picks for 2026.
I like that. Nice thesis there. I do think it's going to be really interesting to see how many
Bitcoin miners try to start competing for like data center and maybe other lines of business
there. I think that will be interesting. If anybody has any other thoughts on IREN or the thematic there,
please feel free to jump in.
If not, we'll go ahead and continue around the panel here.
Ben, interested to hear your thoughts, what you're looking at,
watch list items, maybe any picks that you have.
I know you've got a lot.
You mentioned you had a lot of tickers to the January effect,
but I'm curious if you have any you want to mention here.
Sure.
Before I do that, I want to maybe engage with Laptop here for a second.
I want your thoughts on, you know, because you work with me closely, Dougie, on these January effect picks.
And the whole timing of this was basically, you know, five days or so before the end of the year into the first half of January. Given the price action here, I'm increasingly worried that we're going to see a QQQ spy,
maybe AI kind of sell off January 2nd. Maybe basically I'm saying there could be some tax
deferral activities here happening. If that happens, do you think if the major indices get the sell-off
beginning of January as a tax deferral,
will our January effect picks be able to buck that trend
or will it kind of have to be delayed by a week or two
if it's going to be going down with indices?
Any thoughts on that?
Yeah, it's been the number one question I've been asking myself
in trying to run scenarios is, are our option dates what we thought at the time were the sweet spot, the middle of January?
The third Friday in January is the 16th, so a lot of our options were targeted for that date.
Starting to wonder if, you know, a later date wouldn't be better.
if a later date wouldn't be better.
And I honestly say, unfortunately, I still say it's too early to tell.
It's going to be a Friday, Monday, and news weekend indicator
to let me know where I really think we're going to be.
Yeah, I think we'll know by Monday.
I honestly don't think there's enough retail participation right here
in these days. So, um, low volume, let's not, let's not throw out the, the baby with the bath
water. That's what I'm saying. Yeah. Okay. So yeah. So that's one of the considerations is how
to play these January effect names. And,, and I usually do it with call options.
In years past, I've been kind of more conservative going out to like February,
but year after year, I see the moves happen like the first two weeks of January.
So this year, I went like January, I think it's January 16th expiry,
which would work perfect for me because I'm going on vacation on the 18th.
But yeah, given this price action, I guess, you know, if things don't really start popping by Monday,
we may have to roll them out a couple more weeks.
So anyway, okay, so we have the list of January effect picks.
I'll mention one or two here in a moment.
Probably got about 15 of them now,
but there's like a top 10 that I'm focused on. In addition to that, I put together a list of
30 really good stocks for long-term portfolio in 2026 across AI, energy, drones, space,
robotics, like really, really trendy sectors, which I think will continue
to do well in 2026. And one just started doing well, which is space. So I have those. And,
you know, for the year long competition with with Wolf, I'll be picking out of that list of 30
stocks, I'll be picking two of those 30.
I guess we're going to be talking about those next Monday,
but I'll be officially submitting those before the deadline as you know.
So, you know, as far as the January effect picks go,
you know, I'm just going to, again, highlight Weeble.
That's probably one of my favorite January Effect picks.
And the reason I want to highlight this one is because I also like this as a pick for 2026.
Man, that chart is just terrible now. Like, you look at the daily chart right now, and as bad as it is, I think it's just screaming opportunity because the only reason
this thing didn't hold its gains from December 10th all the way down to now, January 1st,
I think, is because of tax law selling. And the worse this price action is now,
the better it's going to be on the upside going up, in my opinion.
That's my forecast here for Webull. So we had the earnings on November 20th, and it took a couple
days, a little bit of a daily reaction, and then it finally went. And that was the correct reaction.
This deserves a fundamental re-rating into the low teens now at current metrics. And if they continue to grow,
like I think they will, then you can see the stock in maybe the 20s in 2026. This could
2, 3x in 2026. And yeah, I just want to highlight this because looking at that chart,
it really screams at you that this is being sold off because of tax law selling.
And the harder that sell-off goes now, the harder the bounce back is going to be as we get into January.
So that's my thesis there for one January effect pick, Webull.
Should I throw another one out here? Let me see.
I'm going to throw one more out here out of our january effect picks and that's going to be
aspi aspi down here not doing well at all on the daily chart below the 20 dma
facing trouble here the last five days but this one i especially like because not only do you have
the january effect after a decent earnings report there, it just can't hold its gains, but you also have a spinoff coming in Q1 2026,
a spinoff that has something to do with the nuclear and uranium space.
And I'm not an expert in the area, but I've checked with AI multiple times, and all the research coming out is saying that this spinoff is going to be worth $10 a share alone.
And I've had a crazy amount of great success playing spinoffs like this or similar situations.
One was with 3Com spinning off Palm Pilot. That was just incredible. And
the other one was Yahoo when they announced the Alibaba IPO date. So I just have good experience
with these types of setups. So I think, you know, it's just so obvious, but the market doesn't price
this in until data is announced. That's how these work. So ASPI, I think there's a very good chance in January that we will get a date
of the actual spinoff of this nuclear company, nuclear slash uranium, whatever it is they do.
I'm not too concerned with the details. And then once that date comes out, you're going to see
ASPI starting to explode. So you have like two things going for them. You have the sell-off now because of tax harvesting, and you have this plus $10 catalyst unlock coming in the first quarter of, it was
supposed to be the fourth quarter of this year. So I'm thinking we can get an announcement in the
first week or two of January with a rough date or the next step or something where people can infer it's really an immediate near-term thing with ASPI. So those are two general effect picks for you, Bull and ASPI.
I'm just taking my notes over here for my personal use because I love this space and I love all the
ideas and stuff shared up here. I encourage everyone in the audience to do the same. Use it in the watch list idea. Please don't
follow blindly any trades up here, but take the thesis, take the name, do your own research,
due diligence, check into it, put it on your radar. Ben, great run down there. Appreciate
your thoughts. Money Mark, let's go over to you next. Yeah, let me give you three quick market dislocations out there. One, you've got CTLP
that is slated to be acquired for $11.20. The stock is currently trading for $10.60. That's
a 5% discount to the buyout price. No big deal. Here's where the big deal comes in.
where the big deal comes in. CTLPP, which is the preferred shares, is trading at an 11.5% discount.
So that is a disconnect relative to the underlying shares. The underlying shares have been acting
fairly well. The CTLPP we're sitting at right now probably belongs closer to 60 relative to CTLP. So you could either
buy CTLPP, the two Ps, outright, or you can hedge them against each other buying CTLPP and shorting
CTLP. I've actually done both. I own some of the CTLPP outright, and I own some CTLPP with a CTLP hedge to take advantage of the difference
in those discount rates. Not super exciting, but that deal is supposed to close in the next few
months, and this might be the safest place for your money when you look at what the market's doing of late. Similarly, you've got Birch Tech. B-C-H-T is the symbol.
B-C-H-T. They were just awarded in a patent lawsuit $73 million. You know what their market
cap is? $72 million. They also have an $18 million recurring revenue air pollution control business.
And that's where they got the patent lawsuit win from is because of the underlying technology that they use for that business.
So they're going to get that award, pay the taxes and use that cash for other purposes.
And then also settle with other patent infringers who don't
want to go through the same lawsuit and have a big loss. So you got a $73 million award,
a $72 million market cap, an $18 million recurring revenue business in air pollution control,
and they're moving into water pollution control. And based on conversations with executive management, demand for that looks
strong. We could see within the year or two that business equal to the air pollution business. So
this is the company that could double in size in its own right and has a boatload of cash coming
its way. And that is BCHT. The latest news on that, by the way, so I gave this story last week,
but the latest news is that there's
going to be a reverse split one for five that scares investors off. So that might be part of
the reason why the stock hasn't really taken off as of yet on this award is people look at reverse
splits and they say, well, geez, a reverse split usually precedes a raise. And, you know,
there's usually crappy companies that do reverse splits. No, not the case
here. This isn't a bearish split. This is a bullish split. It's basically to uplist the
shares and increase its marketability to institutions, given everything that's going
on there, that being the major award and its move into air pollution control with PFAS, PFAS, being a hot topic on Wall Street right now.
So there's that one. And then last but not least, with all this mining going on for gold,
copper, and of course the silver that goes along with those two metals, you have now a tremendous
amount, and it took a while. There was a delayed reaction in the marketplace
in terms of funding junior miners for exploration of additional gold. And this has been a dead
market since 2012, the last time that this cycle peaked. So that was 13, almost now 14 years ago
that the cycle peaked. You've had a dead market
for funding additional gold exploration. And now with gold continuing to go up, it wasn't an
immediate reaction, right? Gold broke through its all-time highs in early 24. We got into 25. And
gold didn't really look real until maybe mid-year of this year. And when it broke 3,000, then said,
until maybe mid-year of this year.
And when it broke 3,000 and said, wait a minute,
this is a real break.
We need to fund additional exploration into gold.
So what you saw last quarter, Q3,
you can look it up yourself,
record levels of raises being done by these junior miners,
equity raises by institutions putting money in
to go out and find new gold.
Okay, so where does that money go?
Well, traditionally, 50% of money that goes into gold exploration or any other metals exploration,
half of it goes towards drilling.
And the driller that I've been talking about, Geodrill, GEO on the Toronto. In the United States, GEODF.
I had my latest round of conversations with management.
Things are going great.
Everything's going as I talked about last time.
Q4 is looking stronger than Q3 was.
Q3 was a good quarter.
And Q1 is looking phenomenal.
And now with all this funding in place, you can expect when we
go beyond Q1 of next year, all that funding gets deployed. These guys are going to get their phone
ringing off the hook for additional business on top of the double digit growth that they've been
showing this year because obviously gold, copper, silver all going through the roof. So this is now officially,
this is my largest position, GEODF. It is challenging an all-time high today.
So if it closes at these levels, that will be a new all-time high. And I think this is a very
safe place on the basis of its valuation being still under the going market value of the drills
they have. Drills are very inflated right
now in price. They're in high demand, obviously, because people want to get that gold out of the
ground. And so you've got a floor under the stock, and then you've got this higher cap over the stock
from the additional demand that we see coming in. I see a 30 to 50% gain coming for the stock over
the next few months. That's G-E-O-D-F. And that's it for me
today. Geodrill, one that I've been following along with you for quite some time. You've
mentioned it many times in this space. The chart looks fantastic. I'm excited to follow along with
that one going into this next year. It's about, yeah, what was the all-time high? Like three, just over $3,
somewhere up in that range? It's right about $3 US. So where we're at right now, I think we're
at $2.95 US. It's at $4 on the dot in Canada. And if that closes at $4, that'll be the first time
it's ever closed at $4 in Canada. And then we're a nickel away from $3 in the US and that'd be the
first time it closed there.
I continue to accumulate, by the way.
I've been buying shares basically every week.
I definitely, I know I was buying more shares last week.
Once this thing breaks through, it can go straight,
you know, another 20% in a blink,
given what's going on there.
So yeah, man, it's been a great year for the company for a very safe name to make 35% and be staring down the barrel of another 35% without much risk.
I mean, the economy could blow up, the recession could hit, but all that's good for gold.
And so this business doesn't go anywhere.
In fact, it would benefit because oil prices continue to go down. So one of the names I gave you guys
earlier in the year was GDXJ, the junior miner ETF. And that has just gone parabolic. That's up
100% since I started talking about it, over 100%. And that's the function of the very simple fact
that when you are a gold miner, most of your expense is the oil that it
takes to drill that gold out of the ground. So your revenue comes from gold and gold prices,
which is up, and your expenses come from oil and obviously the price of oil. Well, guess what?
This is only the fourth time since 2010 that those things are moving in opposite directions in favor of
gold. So as long as that continues, I would expect that GDXJ continues to do well, although I wouldn't
chase it here. It's been a hell of a ride. But you look at GeoDrill, it hasn't gone parabolic yet.
So that's one of the last areas where if you love gold or if you love the junior miners,
this is the place to be because it's the one area that's left
that it's downstream, right?
It comes, its benefit comes after the funding.
After the gold goes up in value,
the funding comes in
and the funding goes towards exploration
and that's where GeoDrill gets the benefits.
So there you go.
Love it, Money Mark.
Great rundown there.
I appreciate the thoughts,
the deep thesis around it and everything, something that you've been on for quite some time here. Still looking good going into the next year. I like that. Make sure you get that one on your watch list for 2026 for sure.
Laptop, interested to see if you had any individual names or thematics that are on your radar right now.
thematics that are on your radar right now. Yeah, absolutely. We, at StoryTrading in our
community, we've been targeting these January picks. And I have one that's just, has really
just started screaming at me in the last few days. And that is Six Flags. And the ticker is FUN,
And the ticker is fun, Foxtrot United Nancy.
And it has a compelling story.
And if you look at the chart, I absolutely love the chart, especially today.
It's up almost 4% today.
It's been beaten down.
It's taken a lot of hits.
You know, it's an amusement park company.
They own Six Flags.
They own Cedar Point, which has really good guest feedback.
So, you know, it's down 70% for the year.
And I actually got into this last Friday in the low 14s, around 1431, I think.
And so it's making a move.
So one of the things is Travis, I'm sorry, Taylor Swift's fiance,
Travis Kelsey, Kansas City Chiefs, he's a partner in this,
it's called Janna Partners.
They've taken a 9% interest in investment in Six Flags,
and they have an entire plan to revitalize the company.
I think that the sell-off has been overdone,
and I believe we're definitely seeing signs of
a big tax loss selling here.
And it's going to really go well with their merger with Cedar Point.
And they project to save $120 million with what they've done.
And I think it's oversold.
It's got a lot of volatility.
It's got a lot of volatility, but I believe that we're going to see great things with the new blood, the new direction company.
And they project that they're going to be at possibly $780 to $805 million EBITDA target.
And looking forward, they do predict big gains. So I'm looking for maybe
a potential of at least a 30% gain, honestly, here sometime with the January rally as people
get back into this with the positive news. So keep it short there.
The other one is, and I won't go into the details, but it's Lucid LCID.
They've come out with some great new models and forecasting.
They're really trying to compete with Tesla,
and they have some high-end models that they've come out with.
They have the Lucid Gravity brand- SUV, well received. Also the Lucid Air luxury sedan,
both pretty high price tags, $94,000 for the first up to $140,000 for the top of the line
Lucid Gravity. The luxury sedan, the Lucid Air, about $70,000 up to $115,000 for the Grand Turing.
And they are coming out with, the big thing is that they're coming out with a midsize SUV
targeting Tesla at $50,000. These are all positive trends for the company. They have a ton of cash
on hand. And so I think Lucid, we're going to see, again, if you look at the chart, getting hammered, almost about to break below 11 today.
And definitely I'm an aggressive buyer on calls for this going forward.
So good luck to everyone in 2026 with these and the other picks from our panel.
Hey, Laptop, you mentioned I think Lucid also has an event
first week of January.
Yes, Lucid is January 6th, 7th, 8th, and 9th
is the Consumer Electronics Show in Las Vegas,
and we're expecting some great public press releases
from the company, which they have something in their pocket,
up their sleeve that we think should be a positive catalyst for the company
and help propel us into those January effect gains.
Awesome. Thanks.
All right, Dougie Fresh, anything that you're watching out there? Thanks.
All right, Dougie Fresh, anything that you're watching out there?
I know you're watching more than most of us after watching your live stream several times.
I really enjoy watching you chart the different things there.
But curious if you've got anything on your list or if there's anything that was mentioned here that you're looking at that looks good to you.
We appreciate you hanging out at night and checking us out. But anytime you want to hop on just let me know i'll put you right on
there and uh yeah go through a couple of that geo drill holy cow mark i was in that been in that
thing since you had mentioned it never heard of it before i'm not even a big otc guy but that
thing's a beauty right there obviously bull and aspi both january effect ones ben to answer your question you were
asking laptop travel i do think we might see a little bit of a delay with this whole uh push
back right here so maybe our january 16th we might have to roll a little bit later maybe a week or two
i do think it uh it's starting to look like that but obviously like you guys were saying we'll be
able to tell by probably monday and then new, which is what it's going to do here.
So, yeah, we'll be keeping an eye on that.
I've definitely been thinking about that as well.
Fun looking really good right there.
Six Flags looking nice.
Iron, I think, is a pretty good one going in for the year that Small Cap Sniper was talking about.
I've been watching this thing, Iron.
I don't really know much about it, so it was interesting to learn about it because i had no idea what they did either so
i was gonna ask him but i'm glad you did so yeah that's an interesting one i i'll be paying
attention to that one right there and a couple that i've been watching right now i'll tell you
what amc way down if you guys look at the call options on this thing, go to January 16th,
talking about that date and look at these options chains. Holy cow. The 20 and $22 calls for AMC on
that date, 120,000 plus and 117,000 plus. So it's kind of crazy. And then all the numbers are all
like loaded up and it's at $1.64 right now. Something's going on there.
Somebody knows something and the chart looks like it's setting up.
So I'm keeping an eye on AMC.
It is pulling back a little bit today.
Let's see tomorrow if it pulls back a little bit more.
I'm not sure why it is pulling back.
Is this a tax?
I don't even think it is a tax loss one.
But anyway, keeping an eye on AMC right there.
That looks like it's getting set up to do something.
That's for sure.
And this UAMY is not looking bad.
It's a little pullback today, like 10%.
So I'm watching this one to see if it wants to stay on the 20 where it's at.
And that one could be another good opportunity to try to bounce up.
And obviously, the market conditions are going to play a factor.
So that's why we're keeping an eye on the Q's spy and iwm to see what's going on going
into the end of the year because it is a little bit weird especially with bitcoin pulling back so
that's what we're looking at right now so yeah not a whole lot on my radar going in for this week but
obviously that changes uh day to day as you know and uh check out the shows we do go through a lot
of charts that's for sure so appreciate
everybody always tuning in and everybody make sure you have a happy new year and be safe and
right back to you guys thank you beautiful dougie i appreciate that i appreciate you doing those
streams and like i said i know money mark i believe has a friday stream uh i know i've tuned
in a few times over to that one uh ben and Story Trading. Ben, when do you do your stream? I don't know what the schedule is. I just see it live and I'm like,
okay, here's a good way to start my day as I'm getting ready.
We started around 9 a.m. to about 10.30 a.m. But the first 15 minutes is free on X and that's
just behind your paywall at Discord every morning
yeah I watch
I like to watch that first 15 minutes when I'm getting all my
stuff fired up for the day I like
get out get dressed and like trying to get ready
making my coffee and I like to try to catch something
there before I go live myself
so I like that piece
alright what a great show
just over an hour as always
big shout out to all the crew up here make sure you follow each and all all of them. Check out all the things they're doing, as I was saying, on and off this platform. And this is the last show for the year. Do I do the dad joke? We'll see you guys next year. Won't talk to you for another year. We'll just leave it alone.
the stock picks for the week show coming up at 5 p.m. Eastern right here on Wolf Financial.
It'll be the last one of the year. As Ben alluded to earlier, we are going to do the year-long picks
next Monday. So they're going to get submitted. Everyone is submitting those in by Thursday,
by the last day of the year. But we'll present those for everyone on the following Monday.
But tonight, like normal, we'll catch up on last week's,
which I haven't even looked at to see how that was going.
I haven't got that far down my list of things to get done today.
But we'll see how it's going.
Let me log in here and take a look.
Let's see.
Ooh.
Ooh.
The short, somebody went short, silver, SILJ.
Okay, that's our best pick right now.
We'll see if that holds into the rest of the day.
It probably will.
Looking good there.
Ooh, I'm in second place.
How about that?
Interesting.
All right, well, full results coming out at five tonight.
And, of course, we took a look at the year-long picks,
the second half picks as well.
Ben has absolutely been crushing it. I don't know if you've look at the year-long picks, the second half picks as well. Ben has absolutely been crushing it.
I don't know if you've looked at the year-long picks.
It is a horseback between Mr. Wolf Financial himself,
Gob Blacksburg, and myself for both the year-long pick and the second half of the year pick.
I mean, we are neck-neck. Look at that.
Do you see how close this is on the year-long?
You and Gab, I mean, less than a percent
out of 122
separate the two
with just a few
trading days left.
What, basically,
two trading days left
at this point
with just a couple hours
left here today.
it will be very interesting.
Stay tuned for that.
Appreciate everyone.
Like I said earlier,
this show is recorded.
I know a lot of
people that maybe
can't listen during the day,
they do listen to this in the evenings.
I've seen the playback stats on it.
It was really interesting.
This is one of the best performing shows that we do.
So big shout out to the crew for that.
Big shout out to the audience for tuning in.
Glad we can bring value to you.
We do live free spaces all the time.
Check out our full schedule.
We have streams going on as well.
Subscribe to our YouTube channels.
We have multiple channels going on over there, multiple channels here on X. A lot of things just trying
to provide you as much free content as we can bring value to you. Let's all win these markets
together. Appreciate everyone. Take care. We'll talk to you this afternoon. Thank you.
Insights
P
