What is in store for 2026 and does the Silver and Gold trade right now paint a bubble picture?

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EPISODE SUMMARY

• 🔮 2026 Macro Setup: FOMC minutes, defense catalysts and how to open the year’s first trades.​

• 🚀 SpaceX IPO Watch: Why the lead bank could mint billions and how that ripples through risk assets.​

• 🪙 Silver Super-Spike: +30%+ in December and triple-digit YTD gains, now pulling back after the bubble headlines.​

• 🏅 Best Silver & Gold Plays: Top ideas from recent SA “best silver” and “best gold” rundowns.​

• 🤖 AI Leaders For 2026: Nebius, Nvidia and other AI names highlighted as top holds into the new year.​

• 💼 Must-Watch 2026 Stocks: From software leaders like Nebius to potential 2026 “Top Stocks” event names.​

• 📊 Beating The S&P: Why momentum is fading, selectivity is in, and how a concentrated 2026 basket can outperform.​

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2025's portfolio is available at Savvy Trader and was tracked through the entire year. It's done well up 20%. There were mistakes made, but there is only 1 negative stock. Remember - I bought and held and added a couple of stocks in February.

This year I used Perplexity and Sidekick to come up with what I hope is a strategy of picking ETF's and individual stocks that with no real effort should outperform the S&P.

The full episode is at dailystockpick.substack.com

🚨 Watch the end - I did some great GROK animations

EPISODE SUMMARY

• 🧠 Emphasizes teaching portfolio process over sharing personal holdings, highlighting risk tolerance differences and long-term, low-trading discipline.​

• 📊 Reviews how the 2025 no-trade, concentrated portfolio is on track to beat the broad market with roughly 20%+ gains, reinforcing a “no fuss, no muss” approach.​

• 🤖 Walks through using multiple AI tools (Perplexity, Sidekick, research platforms) to analyze sectors, factor tilts, and risk, then iteratively design a 2026 portfolio framework.​

• ⚡ Explains the 2026 strategy as a more ETF-heavy, AI-tilted, power/nuclear-aware, yet age- and risk-adjusted portfolio, balancing growth themes with added safety and cash flexibility.​

• 🧩 Shares nuanced personal takes on individual names and themes (AI leaders, power plays, speculative tech, and sector tilts), stressing that listeners should customize to their own age and risk profile.​

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One of the best episodes of the year to close out. Why? Because I provide a Seeking Alpha Scanner and a look at the top performing ETF's and what they are bullish on.

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EPISODE SUMMARY

• 🎅 Santa Claus Rally Set-Up: Kick off with Trump-era volatility, why “buy the dip” still works in wild markets, and how conditions are lining up for a classic Santa Claus rally this week.​

• 🪙 Gold & Silver Fireworks: Recap last week’s move as gold blasted through record highs and silver tagged historic levels, and why that keeps the silver trade firmly on the bullish side.​

• 📊 Alpha Picks: MU & CCL: Break down Micron’s blowout earnings, why it is a strong buy into January, and how CCL followed the script by ripping toward 30 after earnings just like the playbook called.​

• 🏥🛒 New Opportunities & Rate-Cut Winners: Walk through fresh setups in UNH, AMZN vs BABA, and small caps/ETFs that historically benefit from Fed cutting cycles, including standouts like DRH and ALGRX.​

• 🤖📈 Would-You-Rather & 2026 AI Plays: Close with “would you rather” matchups (GOOG vs AVGO, NVDA vs AMD, META vs GOOG, TSLA vs RIVN, IBIT vs ETHA) and highlight beaten-down data‑center stocks and other strong buys that could lead 2026 if the AI theme keeps running.​

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