This post was originally published on this site.
00:00 Speaker A
We have a heat map with some of the stocks that you are watching this year and uh this is today’s performance as we see it. We can see uh constellation up about 5% there. Uh I’m going to put a one-year look just so we see what these stocks have done over the last year. Berkshire Hathaway up 10%, uh despite, I guess this is the first day that Greg Abel is taking over for Buffett. We got Oracle there, Constellation as I just went over, Robin Hood up 185% and then strategy down about 50%. Let’s go through them.
00:37 Speaker B
Yeah, let’s, these are the stocks that I’m watching pretty closely. Let’s start with Oracle, the poster child of the AI overspend, potentially a lot of doubts going into the end of the year about Oracle’s spend on AI, about its investments in Open AI, but also a lot of concerns about its debt. Now, there’s a lot of other companies to be concerned about. Oracle’s a very strong company with a big uh with a big market cap uh and pretty solid leadership. That said, this is the one stock that a lot of investors were focused on towards the end of the year. Is this going to be sustainable? Is the spend on AI going to pay off? I’m watching that pretty closely. Constellation has been doing very well as, you know, the de facto poster child power generator for the AI buildout of all these data centers. Uh so it’s been an extremely strong stock. Is that demand going to continue? Constellation being among the biggest of the power generators providing to the sector. I’m watching that stock closely to see if that demand continues and if the enthusiasm among investors for these power stocks that are supposed to be powering the AI buildout remains. and also Robin Hood, one of the strongest stocks of 2025. That is a huge risk play, but Robin Hood has been making some very substantial moves over the last couple of years. The most recent move is this move into sports betting and you and I have talked about this. This slamming together of sports betting, probability betting, stock trading, day trading, crypto, defi and 24/6 trading tokenization. All this is coming together very quickly. Robin Hood is right in the middle of it. Let’s see if the investor enthusiasm for Robin Hood continues as well. And then, you just mentioned Berkshire Hathaway. It’s the beginning of a brand new era, the beginning of a brand new era. The Berkshire the Buffett premium may have disappeared. The stock was up 10% last year, but the market was up much better than that. Uh we’ll see what happens with that huge cash trove. and we know Buffett’s not going to just uh disappear and start playing bridge.
02:07 Speaker A
Oh, he’s still chairman.
02:08 Speaker B
He’s still chairman. He’s going to be consulted on everything, but this is Greg Abel’s company now going forward. I want to watch Berkshire Hathaway. So many people have become millionaires and billionaires with that stock over the past 50 years.