Market Mondays #286: Will Google Pass Nvidia? Next Big Stock Sector, Bitcoin Buy Zone, & End-of-Year Predictions

Date: November 25, 2025
Hosts: Rashad, Troy, Ian (EYL Network)

Episode Overview

This jam-packed episode dives deep into tech and investing’s hottest questions as 2025 draws to a close:

• Can Google outpace Nvidia in AI?
• Which lesser-known stocks and sectors offer outsized opportunity?
• Bitcoin’s new buy zone and outlook
• Top strategies for navigating volatility, picking stocks, and building real generational wealth
  The hosts serve up tactical advice, notable plays, and candid takes in their signature raw, community-driven style.

Key Discussion Points & Insights

1. AI Ecosystem & Under-the-Radar Winners

Granular AI Stock Picks – Memory & Connectivity

• Rashad shares his “AI as a human body” analogy, mapping out which companies play the role of heart, veins, and valves in the system (11:08-17:57)
  • Nvidia: “The heart” – processors
  • Broadcom: “Veins and arteries” – connectivity
  • Fabrinet: “Valve” – enhances AI connectivity and speed
  • Western Digital/SanDisk: The memory sector; SanDisk recently spun off and surprised many by being added to the S&P 500 less than a year after going public.
• “In photography, media, recording – Sandisk has been around us forever, but we weren’t thinking in terms of memory’s future value.” (Rashad, 17:11)
• SanDisk surged after class tips; underscores importance of executing on granular research before a stock’s mainstream moment.

How to Pick True AI Adjacents (19:07)

• Look for “hyperscaler” partners (Google, Meta, Amazon, Microsoft). If a company has multiple, that’s a green flag.
• “If it’s just one, I’m not convinced. If I see three or four, there’s something here.” (Rashad, 20:24)
• Capex spending from the hyperscalers signals robust demand for a product or sector.

2. Google vs Nvidia: AI Arms Race and the Rise of TPUs

Is Google the New AI Leader? (22:22)

• Ian boldly claims, “Google is one of the best run companies in history. At a time they were about to be counted out...you could argue Google's the best AI company in America.” (22:22)
• Discussion of Google’s TPU (Tensor Processing Unit):
  • “TPU makes Google self-reliant. Cheaper, faster for their cloud – but designed for Google use, not general workloads like Nvidia’s GPUs.” (Rashad, 27:02)
• The next sector for GPUs: Robotics and quantum computing. Nvidia’s moat is not just AI, but also dominant in these emerging spaces.

Nvidia’s Position Stays Strong

• Even as Google, Amazon, Microsoft create their own chips, Nvidia maintains relevance through:
  • Partnerships (“They’ll defend their moat by partnering—give some business, but keep the rest.” – Ian, 29:48)
  • Geopolitical positioning: Entering new regions and potential re-opening of business with China, which could be a “$50 billion opportunity” (Rashad, 30:34)

3. Next Big Stock Sector – Power & Energy for AI (44:00+)

AI Needs Power: Who Benefits Now?

• “None of this works without power. AI isn’t just silicon, it’s kilowatts.” (43:38)
• Short-term leader: GE Vernova (GEV) – dominates gas turbines, partners include Amazon AWS, Duke Energy, NextEra, Chevron. Huge international opportunity, including Saudi partnerships.
• Top 4 Energy Picks:
  • GEV
  • NextEra
  • Duke Energy
  • Constellation (Vistra as another notable mention; Oklo as nuclear play to watch) (47:29; 49:54)

Strategy:

• Don’t over-diversify—“Only need 4-6 great stocks long-term.” (Ian, 49:02)

4. Bitcoin Buy Zones, MicroStrategy, and Crypto Outlook (50:20+)

Bitcoin Timing

• Ian: “Second best entry of 2025 was when it bounced at 80,000–86,000. First best was in April. These are buy zones for the year.” (50:48)
• Price target for the year’s top: $127,000.

MicroStrategy’s Complex Situation

• “He’s under attack. Banks don’t want a non-institutional ‘face’ of a global asset.” (Ian, 52:50)
• MicroStrategy doesn't move one-to-one with Bitcoin and is facing pressure; buy only at deep value (suggested buy zone $96–$116, worst case).
• “When you’re buying MicroStrategy, you’re betting on Saylor’s brilliance, like you do Musk at Tesla.” (Ian, 55:49)

5. Building Wealth: Investing, Business, & The “New American Dream” (57:50+)

Rethinking Home Ownership & Freedom

• “The American Dream was designed by bankers for bankers...The real goal is to be free and clear and multi-national, like top funds and companies.” (Ian, 62:32)
• Real estate still important, but asset-building, multiple incomes, entrepreneurship, and disciplined investing are the true keys to financial freedom.

6. Technical Strategies & Market Discipline

Futures Trading Tip of the Week (09:21)

• Monday/Friday: “Go for big targets. Tuesdays/Wednesdays: Shorter targets, in and out. Add consistency, not just home runs.” (Ian, 09:21)

On Price Discipline

• “Obey price above all. No matter how exciting, don’t FOMO in above your target.” (Ian, 78:19)
• For large lump sums, always wait for price. Dollar cost averaging is for smaller, regular investments.

When to Cut a Losing Position

• “My rule: If you’re down 25%, cut and look to re-enter. Otherwise, you risk severe portfolio decay.” (Ian, 89:02)

7. Audience Q&A – Tactics & Philosophies

• How to stay disciplined when targets don’t hit: “Wait for your price. Obey your plan.” (78:19+)
• Dollar cost average or wait for lows?
  • DCA works for small/consistent sums
  • For big investments, stagger entries or wait
• Is now the time for crypto? Yes, especially in the recent pullback range (51:57)

8. Red Panda & EYL Community Updates

• Black Friday Offer: Lifetime access to Red Panda, EYL University, Invest Fest VIP, in-person mastermind + Nvidia headquarters tour for first 40 signups. (Starts at 34:23+)
• Nvidia Tour: “You’ll see first-hand the company culture and ask executives your questions on tech and investing.” (Rashad, 38:09)
• Trading Tournament: Free, prize $50,000, December 8–15 via Ninja Trader. (64:51+)

9. Industry Trends & Big-Picture Thoughts

Market Concentration

• “Only 4% of SP500 outperforming the ‘Magnificent 7’. May condense further. You only need a handful of stocks.” (Ian, 102:17)

Loopholes & Wealth Building

• Peter Thiel turned $1,700 in a self-directed Roth IRA into $5 billion, tax-free, by investing in PayPal (106:00+). “They be knowing…” (Troy, 108:42)

Healthcare: Eli Lilly vs Novo Nordisk

• “Lilly is the Nvidia of healthcare. Novo had its run, but that’s over. Gross margin means nothing if the pipeline isn’t there.” (Ian, 91:55 & 96:06)
• GLP-1 market is maturing and competitive advantage is shifting rapidly.

10. Notable Quotes & Memorable Moments

• “When you can make people money, you can add value. They’ll be forever indebted.” (Rashad & Ian, 02:43)
• “Execute. These are the moments when you see opportunities. Especially after a pullback, execute.” (Ian, 16:33)
• “The companies with the most money won’t get left behind. They’ll lead the next revolution.” (Ian, 22:48)
• “Your American dream now should be financial freedom by all means. If not, you’re living the American nightmare.” (Rashad, 57:50)
• “You can only go to war if you have your money and strategy together—right now, the U.S. doesn’t have its strategy together.” (Ian, 71:33)
• “Obey your price at all costs. Whatever the worst-case basis is, put the majority of your money there.” (Ian, 78:19)
• “If you can’t cook and show up to Thanksgiving with a store-bought pie, that’s a red flag!” (Thanksgiving banter, 114:08)

Notable Timestamps

• 09:21 – Ian’s futures trading rules
• 11:08 – AI ‘body’ analogy & deep dive into SanDisk, precursors to Nvidia
• 22:22 – Is Google now leading AI?
• 27:02 – Google’s TPU vs Nvidia’s GPU
• 43:38 – Power sector: Gas turbines as next AI play (GE Vernova)
• 50:48 – Bitcoin's buy zone & outlook
• 62:32 – The new American dream: be multi-national, build wealth
• 78:19 – Obey price discipline above all else
• 91:55 – Healthcare: Eli Lilly vs Novo
• 106:00 – Peter Thiel’s $1,700 to $5 billion Roth IRA story

Tone, Style, and Final Thoughts

The hosts keep their language authentic and community-centered:

• Raw, honest about mistakes and market realities
• Focus on actionable research, not hype
• Frequent reminders about the importance of execution—not just knowledge

If you want a masterclass on navigating AI investing, technical discipline, and wealth-building while staying grounded in real-life stakes, this Market Mondays delivers.

Market Mondays airs Mondays on YouTube. Follow EYL for more insights and masterclasses on wealth.