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- [00:01]
American Express Representative
You worked hard to lay the foundation for your contracting business. And when you're with Amex Business Platinum, you can keep building it up with a flexible spending limit that adapts with your business. And since you earn 5 times Membership Rewards points on flights and prepaid hotels booked on amextravel.com, you get even more from on site overseeing. That's the powerful backing of American Express. Not all purchases will be approved. Terms apply. Learn more@americanexpress.com AmExBusiness what is DAX, are.
- [00:33]
Kristen
You tracking all our cars on Carvana Value Tracker on all our devices? Yes, Kristen, Yes, I am.
- [00:39]
American Express Representative
Well, I've been looking for my phone for.
- [00:41]
Kristen
In dax's domain, we see all. So we always know what our cars are worth.
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American Express Representative
All of them?
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Kristen
All of them. Value surge trucks up 3.9%.
- [00:50]
American Express Representative
That's a great offer.
- [00:51]
Kristen
I know. Sell, sell. Track your car's value with Carvana Value Tracker today.
- [01:00]
Troy
You know, I don't know if you're ready to do this, but I know, Troy, you had your stocks for next year. Yeah, man, let's do that.
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Reuben
Let's do that.
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Troy
Yeah. Give me one second, I'll pull it up.
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Reuben
Square.
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Troy
First and foremost to the moon. Well, get me again to the moon. All right, let's do it. Y'all ready?
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Reuben
Yes.
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Troy
All right. All right. So last week I told you that TSM was one of my. Obviously, tsm. We were looking at it. Had a great day today. Shout out to TSM and everybody that's in that position. I don't think that it's slowing down. It passed a key threshold. When we talked about support resistance on the call, it was at 202. So we saw it run up to 210 today, which is a great sign leading into next year. That's on my list. It was my stock in the year last year. Somebody was in the comments, like, you name it as your stock of year again. Yeah, I did. Because AI still the story. I.
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Reuben
All right, yeah.
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Troy
Stop asking questions. All right. I think the obvious are on here. Asml, obviously, when we talk about everything AI and it being the. At the centerpiece of this, this revolution. I, I, I don't. I mean, they have monopoly. We always talk about having a monopoly. Like with Amazon. This is a monopoly, right? This space cannot thrive without that machinery that is provided to tsm, which is going to manufacture the chips as well. Even with Amazon saying that they're going to produce their own chip, they've hired TSM as a manufacturer. So.
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Reuben
Okay.
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Troy
It's still the cycle.
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Reuben
So we gotta go see all the stock pick of the year, Amazon.
- [02:36]
Troy
It's good. They don't care at this point that that's always gonna be my style. All right, so that, that one doesn't count. Broadcom is in, in my stocks of the year, I got a bunch, I got. Usually it's five, but I said, you know what? There's just so many that I, I'm gonna go through them all. Broadcom, obviously from connectivity standpoint, inside of data centers and what it. It's partnership in inside is on there. Lily. I mean we speak about this all the time. We saw what happened last week and if you weren't paying attention, Novo had their first trial with their spec, their weight loss specific drug and it didn't do as well. We saw Novo pull back. That increased the stock price for Lily. I think Lily is, is the problem with that pullback that they had was that the demand was so high that they couldn't figure out how to match the demand. I think they saw that that issue they're going to outpace with more capacity, more spending inside of, of infrastructure to meet the demand. So Lily's on my list as well. We got Nvidia, of course. I think Nvidia still has an incredible year. Blackwell, we talked about Reuben. I mean that, that's an obvious one. I have AMD as well. I have AMD have a good year for a number of reasons. Obviously we talk about being number one and number two and I, I'm, I still stand by it. Right. Sometimes being number two in the spaces is, is okay. Obviously they, they're well behind Nvidia when it comes to the GPU market. I think Nvidia has like 87 market share. But that next tier, which is like that 15 to 17 is AMD. There isn't like another three competitor. So it is AMD. But what they have done is they've kicked intel to the curb in terms of the CPU market. And so you have number one now is AMD in that market. We saw some pullback with Micron last week because of the sales of computers and smartphones, which is a bigger story. Right. Like when we talk about Apple, what does that look like? So those things are things we should be looking at. What computer sales are looking like, what smartphones are looking like, because all these things play a role. I think AMD is at a key threshold as more corporate accounts, the Amazons of the world, the metas of the world, the Microsofts of the world. The more Blackwell sells out, you're going to need a replacement. Yeah, you need a second tier. Now from everything that they've said, the, the M1 300X which is AMD's new GPU, they said it's super powerful and super efficient. If it performs at an even somewhere close to where Blackwell is, you're going to see an uptick in their sales. So AMD is on the list as well. Let's see, where else did we go? That was those cases. I have Micron as well from a memory standpoint and it's interesting, I just read CNBC's Mark Companies of 2025. They had a list of which ones had the most profitability likelihood. Micron was in there. It had 30%, 36% increase. Also in there was Western digital. What are those two things have in common? They talk about the memory space, right. So we always talk about data storage. Data storage, Data storage. These two companies focus on memory, which will be one of the stories of 2025 as well. MicroStrategy, of course. Right. We talking about this Bitcoin and I'm glad we had that class when we talked about the life cycle of Bitcoin and appreciation that 29% average, the fourth year of the cycle being the best. Well, if that stays consistent, then microstrategy is something that we definitely have to have on our list. And then the last three are all energy companies that have to deal with powering the future of the AI revolution. Vrt, write these down. Vrt, VST and gev. And GEV was a branch off from General Electric. This is more focusing on data centers. You've seen the energy flow going into data centers. We talked about Microsoft with their purchase of Constellation. We talked about Amazon. Everybody's trying to figure out how they're going to create their own energy source to now power the next revolution. So energy is one of those big stories for me. Definitely in 2025. Those are my picks for the year. And Kava, shout out to Kava. The more I have conversations with people, the less they are familiar with Kava, which is very interesting to me because if we, we watch the. I guess the, the fairest comparison would be Chipotle. Right. Chipotle is a. Is fast casual Mexican grill. Cava is fast casual Mediterranean.
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Reuben
Mediterranean, yeah. No.
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Troy
Or the store evaluations is pretty interesting which tells me that there's room for expansion. I think Chipotle has over 3, 300 stores across America. Kava is trying to add 56 stores. 56. I think they have like 350 stores in existence. They're supposed to be adding 58 by the end of this year, which is this week. That expansion story is going to lead to more, more, more wealth inside of the company. Most important thing they have 0,000 debt. Zero debt.
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Reuben
My favorite number.
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Troy
Growing, expanding. Zero debt.
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Reuben
It's a blueprint.
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Troy
That's the blueprint. Yeah. They go to my stock for 25.
- [07:46]
American Express Representative
You worked hard to lay the foundation for your contracting business. And when you're with Amex Business Platinum, you can keep building it up with a flexible spending limit that adapts with your business. And since you earn 5 times Membership Rewards points on flights and prepaid hotels booked on amextravel.com, you get even more from on site overseeing. That's the powerful backing of American Express. Not all purchases will be approved. Terms apply. Learn more@americanexpress.com AmExBusiness.
- [08:16]
Customer 1
Yeah, sure thing. Hey, you sold that car yet?
- [08:19]
Customer 2
Yeah, sold it to Carvana.
- [08:21]
Customer 1
Oh, I thought you were selling to that guy.
- [08:24]
Customer 2
The guy who wanted to pay me in foreign currency, no interest over 36 months. Yeah, no. Carvana gave me an offer in minutes, picked it up and paid me on the spot. It was so convenient.
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Customer 1
Just like that?
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Customer 2
Yeah.
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Customer 1
No hassle?
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Troy
None.
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Customer 1
That is super convenient. Sell your car to Carvana and swap. Hassle for convenience.
- [08:44]
American Express Representative
Pickup fees may apply.