WEBVTT - Troy's Stock Picks for 2025

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<v Speaker 1>This episode is brought to you by P and C Bank.

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<v Speaker 2>You know, I don't know if you're ready to do this.

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<v Speaker 2>Byal Troy, you had your stocks for next year. Ah, yeah, man,

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<v Speaker 2>let's do that. Let's do that.

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<v Speaker 1>Yeah, Square.

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<v Speaker 2>First and foremost won't get me a game. All right,

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<v Speaker 2>let's do it. You all ready? Yes? All right? All right?

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<v Speaker 1>So last week I told you that TSM was one

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<v Speaker 1>of my Obviously TSM we were looking at it had

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<v Speaker 1>a great day today.

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<v Speaker 2>Shout out to TSM and everybody that's in that position.

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<v Speaker 1>Uh. I don't think that it's slowing down. It passed

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<v Speaker 1>a key threshold. When we talked about supporting resistance on

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<v Speaker 1>the call, it was at two o two, So we

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<v Speaker 1>saw a run up to ten today, which is a

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<v Speaker 1>great sign leading into the next year. That's on my list.

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<v Speaker 1>It was my stocking year last year. Somebody was in

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<v Speaker 1>the comments like, you name it, that's your stocking year again. Yeah,

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<v Speaker 1>I did, because they got still the story, all right. Yeah,

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<v Speaker 1>so I asked some questions. All right, I think the

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<v Speaker 1>obvious are on here, uh ASML obviously when we talk

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<v Speaker 1>about everything here I and it being at the centerpiece of.

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<v Speaker 2>This this revolution, I don't.

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<v Speaker 1>I mean, they have monopoly, and we've always talked about

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<v Speaker 1>having a monopoly, like what Amazon, This is a monopoly, right,

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<v Speaker 1>This space cannot thrive without that machinery that is provided

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<v Speaker 1>to TSM, which is going to manufacture the chips as well.

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<v Speaker 1>Even with Amazon saying that they're going to produce their

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<v Speaker 1>own chip, they've hired TSM as a manufacturer.

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<v Speaker 2>So, okay, it's still the cycle. So we got to

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<v Speaker 2>go to the stock. Pick your Amazon.

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<v Speaker 1>It's good the Okay, at this point that's always gonna

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<v Speaker 1>be my stock, all right, so that that one doesn't count.

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<v Speaker 2>Uh, Broadcom is in my stocks of the year. I

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<v Speaker 2>got a bunch.

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<v Speaker 1>I got usually it's five, but I said, you know what,

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<v Speaker 1>there's just so many that I'm going to go through

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<v Speaker 1>more broad coom obviously from connectivity standpoint, inside of the

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<v Speaker 1>data centers and what its partnership and inside of working

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<v Speaker 1>with Nvideo is on there Lily. I mean basically we

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<v Speaker 1>speak about this all the time. We saw what happened

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<v Speaker 1>last week and if you weren't paying attention, uh Novo

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<v Speaker 1>had their first trial with their their weight loss specific

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<v Speaker 1>drug and it didn't do as well. We saw a

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<v Speaker 1>noble pullback that increased the stock price for Lily. I

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<v Speaker 1>think Lily is the problem with that pullback that they

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<v Speaker 1>had was that the demand was so hot that they

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<v Speaker 1>couldn't figure out how to match the demand.

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<v Speaker 2>I think they saw that that issue.

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<v Speaker 1>They're going to outpace with more capacity, more spending inside

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<v Speaker 1>of infrastructure to meet the demand. So Lily's on my

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<v Speaker 1>list as well. We got in Nvidia of course. I

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<v Speaker 1>think in Video still has an incredible year. Blackwell, we

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<v Speaker 1>talked about Rubin. I mean that's an obvious one. I

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<v Speaker 1>have AMD as well. I have AMD a good year

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<v Speaker 1>for a number of reasons. Obviously, we talk about being

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<v Speaker 1>number one and number two and I still stand by it.

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<v Speaker 1>Right Sometimes being number two in the space is it's okay.

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<v Speaker 1>Obviously they're well behind in video when it comes to

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<v Speaker 1>the GPU market. I think in video has like eighty

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<v Speaker 1>seven percent market year. But that next tier, which is

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<v Speaker 1>like fifteen to seventeen percent, it's AMD. There isn't like

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<v Speaker 1>another three and better. So it is AMD. But what

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<v Speaker 1>they have done is they've kicked Intel to the curve

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<v Speaker 1>in terms of the CPU market, and so you have

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<v Speaker 1>number one.

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<v Speaker 2>Now is AMD in that market.

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<v Speaker 1>We saw some pullback with Micron last week because of

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<v Speaker 1>the sales of computers and smartphones, which is a bigger story, right,

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<v Speaker 1>Like when we talk about Apple, what does that look like?

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<v Speaker 1>So those things are the things we should be looking at.

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<v Speaker 1>What computer sales are looking like, what smartphones are looking like,

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<v Speaker 1>because all these things play a role. I think AMD

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<v Speaker 1>is at a key threshold. As more corporate accounts the

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<v Speaker 1>Amazons of the world, the Metas of the world, the

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<v Speaker 1>microsource of the world apples. The more Blackwell sells out,

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<v Speaker 1>you're going to need a replacement.

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<v Speaker 2>You need a second tier.

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<v Speaker 1>Now from everything that they've said, the M one three

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<v Speaker 1>hundred x, which is a MD's new GPU. They said

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<v Speaker 1>it's super powerful and super efficient. If it performs at

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<v Speaker 1>it even somewhere close to where Blackwell is, you're going

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<v Speaker 1>to see an up taking their sales. So AMD's on

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<v Speaker 1>the list as well. Let's see where else did we

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<v Speaker 1>go that was those cases. I have Micron as well

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<v Speaker 1>from a memory standpoint, and it's interesting. I've just read

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<v Speaker 1>CNBC's Market Companies of twenty twenty five. They had a

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<v Speaker 1>list of which ones had the most profitability likelihood.

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<v Speaker 2>Micron was in there.

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<v Speaker 1>It had thirty six percent increase. Also in there was

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<v Speaker 1>Western Digital. What are those two things have in common?

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<v Speaker 1>They talk about the memory space, right, so we always

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<v Speaker 1>talk about data stores, data storage, data storage. These two

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<v Speaker 1>companies focused on memory, which will be one of the

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<v Speaker 1>stories of twenty twenty five as well. Micro strategy of course,

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<v Speaker 1>right when we're talking about this bitcoin and I'm glad

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<v Speaker 1>we had that class when we talked about the life

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<v Speaker 1>cycle of bitcoin and appreciation that twenty nine percent average

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<v Speaker 1>the fourth year of the cycle being the best. Well,

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<v Speaker 1>if that stays consistent, then MicroStrategy is something that we

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<v Speaker 1>definitely have to have on our list. And then the

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<v Speaker 1>last three of all energy companies that have to deal

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<v Speaker 1>with power the future of the AI revolution VRT write

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<v Speaker 1>these down, v R T, UH vs T and GeV

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<v Speaker 1>and g EV was a branch off from General Electric.

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<v Speaker 1>This is more focusing on data centers. You've seen the

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<v Speaker 1>energy flow going into data centers. We talked about Microsoft

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<v Speaker 1>with their purchase of Constellation, we talk about Amazon. Everybody's

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<v Speaker 1>trying to figure out how they're going to create their

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<v Speaker 1>own energy source to now power the next revolution. So

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<v Speaker 1>energy is one of those big stories for me, definitely

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<v Speaker 1>in twenty twenty five.

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<v Speaker 2>Those are my picks for the Andkava shout out to Kava.

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<v Speaker 1>And the more I have conversation with people, the less

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<v Speaker 1>they are familiar with Cava, which is very interesting to

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<v Speaker 1>me because if we watched their I guess the fairest

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<v Speaker 1>comparison with the Chipotle, right, Chipotle is fast, casual Mexican grill.

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<v Speaker 1>Cava is fast casual Mediterranean.

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<v Speaker 2>Yeah.

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<v Speaker 1>To valuate polar store to store evaluations, it is pretty interesting,

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<v Speaker 1>which tells me that there's room for expansion. I think

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<v Speaker 1>Chipotle has over thirty three hundred stores across America. Cava

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<v Speaker 1>is trying to add fifty six stores fifty six. I

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<v Speaker 1>think they have like three hundred and fifty stores in existence.

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<v Speaker 1>They're supposed to be adding to fifty eight by the

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<v Speaker 1>end of this year, which is this week.

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<v Speaker 2>That expansion story.

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<v Speaker 1>Is going to lead to more and more and more

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<v Speaker 1>wealth inside of the company.

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<v Speaker 2>Most important thing they have zero zero zero zero debt.

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<v Speaker 2>Zero debt my favorite number, growing expanding, zero debt. It's

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<v Speaker 2>a blueprint. That's a blueprint. Yeah, take over my stock

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<v Speaker 2>of twenty cove.

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<v Speaker 3>An illegal alien from Guatemala charged with raping a child

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<v Speaker 3>in Massachusetts. An MS thirteen gang member from Al Salvador

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<v Speaker 3>accused of murdering a Texas man of Venezuelan charged with

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<v Speaker 3>filming and selling child pornography in Michigan. These are just

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<v Speaker 3>some of the heinous migrant criminals caught because of President

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<v Speaker 3>Donald J. Trump's leadership. I'm Christine Noman, the United States

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<v Speaker 3>Secretary of Homeland Security. Under President Trump, attempted illegal border

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<v Speaker 3>crossings are at the lowest levels ever recorded, and over

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<v Speaker 3>one hundred thousand illegal aliens have been arrested. If you

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<v Speaker 3>are here illegally, your next you will be fined nearly

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<v Speaker 3>one thousand dollars a day. Imprisoned and deported, you will

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<v Speaker 3>never return. But if you register using our CBP home

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<v Speaker 3>app and leave now, you could be allowed to return legally.

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<v Speaker 3>Do what's right. Leave now. Under President Trump America's laws,

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<v Speaker 3>border and families will be protected.

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<v Speaker 2>Sponsored by the United States Department of Homeland Security,