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Troy's Stock Picks for 2025 · Earn Your Leisure

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• 1:51
  Speaker 2: You know, I don't know if you're ready to do this.
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  Speaker 2: Byal Troy, you had your stocks for next year. Ah, yeah, man,
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  Speaker 2: let's do that. Let's do that.
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  Speaker 1: Yeah, Square.
• 2:09
  Speaker 2: First and foremost won't get me a game. All right,
• 2:16
  Speaker 2: let's do it. You all ready? Yes? All right? All right?
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  Speaker 1: So last week I told you that TSM was one
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  Speaker 1: of my Obviously TSM we were looking at it had
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  Speaker 1: a great day today.
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  Speaker 2: Shout out to TSM and everybody that's in that position.
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  Speaker 1: Uh. I don't think that it's slowing down. It passed
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  Speaker 1: a key threshold. When we talked about supporting resistance on
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  Speaker 1: the call, it was at two o two, So we
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  Speaker 1: saw a run up to ten today, which is a
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  Speaker 1: great sign leading into the next year. That's on my list.
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  Speaker 1: It was my stocking year last year. Somebody was in
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  Speaker 1: the comments like, you name it, that's your stocking year again. Yeah,
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  Speaker 1: I did, because they got still the story, all right. Yeah,
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  Speaker 1: so I asked some questions. All right, I think the
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  Speaker 1: obvious are on here, uh ASML obviously when we talk
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  Speaker 1: about everything here I and it being at the centerpiece of.
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  Speaker 2: This this revolution, I don't.
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  Speaker 1: I mean, they have monopoly, and we've always talked about
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  Speaker 1: having a monopoly, like what Amazon, This is a monopoly, right,
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  Speaker 1: This space cannot thrive without that machinery that is provided
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  Speaker 1: to TSM, which is going to manufacture the chips as well.
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  Speaker 1: Even with Amazon saying that they're going to produce their
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  Speaker 1: own chip, they've hired TSM as a manufacturer.
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  Speaker 2: So, okay, it's still the cycle. So we got to
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  Speaker 2: go to the stock. Pick your Amazon.
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  Speaker 1: It's good the Okay, at this point that's always gonna
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  Speaker 1: be my stock, all right, so that that one doesn't count.
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  Speaker 2: Uh, Broadcom is in my stocks of the year. I
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  Speaker 2: got a bunch.
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  Speaker 1: I got usually it's five, but I said, you know what,
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  Speaker 1: there's just so many that I'm going to go through
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  Speaker 1: more broad coom obviously from connectivity standpoint, inside of the
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  Speaker 1: data centers and what its partnership and inside of working
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  Speaker 1: with Nvideo is on there Lily. I mean basically we
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  Speaker 1: speak about this all the time. We saw what happened
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  Speaker 1: last week and if you weren't paying attention, uh Novo
• 3:58
  Speaker 1: had their first trial with their their weight loss specific
• 4:01
  Speaker 1: drug and it didn't do as well. We saw a
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  Speaker 1: noble pullback that increased the stock price for Lily. I
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  Speaker 1: think Lily is the problem with that pullback that they
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  Speaker 1: had was that the demand was so hot that they
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  Speaker 1: couldn't figure out how to match the demand.
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  Speaker 2: I think they saw that that issue.
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  Speaker 1: They're going to outpace with more capacity, more spending inside
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  Speaker 1: of infrastructure to meet the demand. So Lily's on my
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  Speaker 1: list as well. We got in Nvidia of course. I
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  Speaker 1: think in Video still has an incredible year. Blackwell, we
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  Speaker 1: talked about Rubin. I mean that's an obvious one. I
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  Speaker 1: have AMD as well. I have AMD a good year
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  Speaker 1: for a number of reasons. Obviously, we talk about being
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  Speaker 1: number one and number two and I still stand by it.
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  Speaker 1: Right Sometimes being number two in the space is it's okay.
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  Speaker 1: Obviously they're well behind in video when it comes to
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  Speaker 1: the GPU market. I think in video has like eighty
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  Speaker 1: seven percent market year. But that next tier, which is
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  Speaker 1: like fifteen to seventeen percent, it's AMD. There isn't like
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  Speaker 1: another three and better. So it is AMD. But what
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  Speaker 1: they have done is they've kicked Intel to the curve
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  Speaker 1: in terms of the CPU market, and so you have
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  Speaker 1: number one.
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  Speaker 2: Now is AMD in that market.
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  Speaker 1: We saw some pullback with Micron last week because of
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  Speaker 1: the sales of computers and smartphones, which is a bigger story, right,
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  Speaker 1: Like when we talk about Apple, what does that look like?
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  Speaker 1: So those things are the things we should be looking at.
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  Speaker 1: What computer sales are looking like, what smartphones are looking like,
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  Speaker 1: because all these things play a role. I think AMD
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  Speaker 1: is at a key threshold. As more corporate accounts the
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  Speaker 1: Amazons of the world, the Metas of the world, the
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  Speaker 1: microsource of the world apples. The more Blackwell sells out,
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  Speaker 1: you're going to need a replacement.
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  Speaker 2: You need a second tier.
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  Speaker 1: Now from everything that they've said, the M one three
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  Speaker 1: hundred x, which is a MD's new GPU. They said
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  Speaker 1: it's super powerful and super efficient. If it performs at
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  Speaker 1: it even somewhere close to where Blackwell is, you're going
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  Speaker 1: to see an up taking their sales. So AMD's on
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  Speaker 1: the list as well. Let's see where else did we
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  Speaker 1: go that was those cases. I have Micron as well
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  Speaker 1: from a memory standpoint, and it's interesting. I've just read
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  Speaker 1: CNBC's Market Companies of twenty twenty five. They had a
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  Speaker 1: list of which ones had the most profitability likelihood.
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  Speaker 2: Micron was in there.
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  Speaker 1: It had thirty six percent increase. Also in there was
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  Speaker 1: Western Digital. What are those two things have in common?
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  Speaker 1: They talk about the memory space, right, so we always
• 6:30
  Speaker 1: talk about data stores, data storage, data storage. These two
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  Speaker 1: companies focused on memory, which will be one of the
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  Speaker 1: stories of twenty twenty five as well. Micro strategy of course,
• 6:40
  Speaker 1: right when we're talking about this bitcoin and I'm glad
• 6:43
  Speaker 1: we had that class when we talked about the life
• 6:44
  Speaker 1: cycle of bitcoin and appreciation that twenty nine percent average
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  Speaker 1: the fourth year of the cycle being the best. Well,
• 6:51
  Speaker 1: if that stays consistent, then MicroStrategy is something that we
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  Speaker 1: definitely have to have on our list. And then the
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  Speaker 1: last three of all energy companies that have to deal
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  Speaker 1: with power the future of the AI revolution VRT write
• 7:04
  Speaker 1: these down, v R T, UH vs T and GeV
• 7:09
  Speaker 1: and g EV was a branch off from General Electric.
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  Speaker 1: This is more focusing on data centers. You've seen the
• 7:15
  Speaker 1: energy flow going into data centers. We talked about Microsoft
• 7:18
  Speaker 1: with their purchase of Constellation, we talk about Amazon. Everybody's
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  Speaker 1: trying to figure out how they're going to create their
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  Speaker 1: own energy source to now power the next revolution. So
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  Speaker 1: energy is one of those big stories for me, definitely
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  Speaker 1: in twenty twenty five.
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  Speaker 2: Those are my picks for the Andkava shout out to Kava.
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  Speaker 1: And the more I have conversation with people, the less
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  Speaker 1: they are familiar with Cava, which is very interesting to
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  Speaker 1: me because if we watched their I guess the fairest
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  Speaker 1: comparison with the Chipotle, right, Chipotle is fast, casual Mexican grill.
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  Speaker 1: Cava is fast casual Mediterranean.
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  Speaker 2: Yeah.
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  Speaker 1: To valuate polar store to store evaluations, it is pretty interesting,
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  Speaker 1: which tells me that there's room for expansion. I think
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  Speaker 1: Chipotle has over thirty three hundred stores across America. Cava
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  Speaker 1: is trying to add fifty six stores fifty six. I
• 8:10
  Speaker 1: think they have like three hundred and fifty stores in existence.
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  Speaker 1: They're supposed to be adding to fifty eight by the
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  Speaker 1: end of this year, which is this week.
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  Speaker 2: That expansion story.
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  Speaker 1: Is going to lead to more and more and more
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  Speaker 1: wealth inside of the company.
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  Speaker 2: Most important thing they have zero zero zero zero debt.
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  Speaker 2: Zero debt my favorite number, growing expanding, zero debt. It's
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  Speaker 2: a blueprint. That's a blueprint. Yeah, take over my stock
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  Speaker 2: of twenty cove.
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