It's time to grade our 2025 predictions (spoiler: we were mostly wrong) and make some reckless new calls for 2026. We debate whether Oracle or Alphabet will be the next mega-cap winner, if Tesla's full self-driving ambitions will crash the stock, and why Strategy might be the single most dangerous stock to own next year. Plus, we ask the big question: Will the market finally crash in 2026, or is the AI bubble just getting started?
00:16 Reckless Predictions and Accountability
00:34 Catching Up After the Holidays
01:42 Reviewing Last Year's Predictions
06:03 Stock Picks for 2025
11:10 Stocks to Avoid in 2025
20:46 Reflecting on Housing Market Predictions
24:30 S&P 500 Prediction Review
25:16 New Predictions for 2026
26:35 Oracle's Market Potential
27:29 Alphabet's AI Advantage
28:43 ASML and GE Aerospace Predictions
31:55 Kinsale Capital and Stock Picks
34:29 Stocks to Avoid in 2026
40:31 Reckless Predictions for 2026
Companies mentioned: AAPL, ASML, BRK.B, DFH, ENPH, GE, GOOGL, GRBK, INTC, KNSL, LLY, LEN, MELI, META, MSFT, MSTR, MTH, NVDA, ORCL, PHM, PLTR, TREX, TSLA, WMT
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