Troy (2:35)
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.
