Wednesday, 4 December 2024

The most interesting stocks of 2025

Our experts weigh in and nuclear takes center stage
 
   
     
   
 
DECEMBER 4, 2024
   

Hey y’all!

I had an interesting question cross my mind yesterday for our experts, and I thought you’d appreciate hearing their response.

I asked them: “What’s the most interesting stock to watch in 2025?” 

Key note here: I told them “interesting” doesn’t necessarily mean the most profitable or the most tradeable or anything like that.

I wanted them to tell me which stock or asset will tell us the most about something, whether that’s the overall economy, the impact of the incoming Trump Administration, international relations, or something else.

So those were their parameters. Here’s what they said (in order of who responded first!)

 
 

i'm gonna say all things nuclear will be the most interesting to watch / get invested into -- mostly because A.I. needs it / deregulations coming because money talks.

We've already seen the pop after MSFT/CEG and all the SMR stocks going with it but I'd still guess we're only at the beginning -- I have GEV @ $140 entry and OKLO @ $8 entry in my services.

Graham’s been talking about nuclear for a long time.

And it’s a pretty logical argument as to why…

Basically, the proliferation of A.I. is going to create massive demands on the power grid — demands that solar and wind energy, for all their benefits, quite simply can’t keep up with.

For many people, the obvious solution to this crisis is nuclear energy: a clean energy alternative to coal, oil, and gas, but one that produces massive amounts of energy, unlike solar and wind.

And, for the record, Graham is far from the only one saying this…

 
 

It’s definitely something I’ll be watching closely over the next year! 
 

I’m with Graham on UEC. But I also think SLV and FCX will do well with the Trump Economy. 

Nuclear is on the forefront of global energy right now and I know that Trump likes it and so does Musk.  It is the best way to power the server farms that are demanding power. 

 How do you think they wire them all up?  Oh...Copper.  So I think with Trump helping the manufacturing industry and the nuclear industry... buying copper and silver will outperform even gold in the long term.

 

Geof lists a few stocks: 
UEC: Uranium Energy Corp. (another nuclear play) 
SLV: iShares Silver Trust (a BlackRock ETF) 
FCX: Freeport-McMoRan Inc. (a copper and other metals mining company) 

Interestingly, here, the man who perfectly predicted the Gold Breakout in 2024 says these stocks could outperform buying gold in 2025 — although I know for a fact that Geof is still HUGELY bullish on gold, as his brand new Gold Streams System makes perfectly clear…
🚨 New Income Stream Unlocked! 🚨
 
 
 

>> See How Geof is Targeting CASH every week with ONE trade each Thursday
 
 

I think SpaceX just because...  and then add in T-Mobile launching direct-to-cell communications nationwide with SpaceX and that is one to keep an eye on.

JT goes completely off the board, literally, with the SpaceX pick, as its not a publicly traded company and doesn’t have immediate plans to become one.

But he’s right, it certainly will be one of the most fascinating companies to watch currently, and, if it ever goes public, I’m certain its valuation will balloon to absurd levels.

Jeffry also shared this tweet below: 

 
(It boggles my mind that some people still think Elon is an idiot blowhard who doesn’t know what he’s doing. Whatever you think of him, and I’m not his most ardent supporter by any means, you have to admit he’s a genius with an impeccable track record of success)

Finally, Jeffry recommended T-Mobile (TMUS), which is launching direct-to-cell coverage (starting with text messages) powered by Starlink in 2025.

 
 
 

The idea here is that Starlink can fill the gap on the more than half-a-million square miles of land in the U.S. that are currently completely uncovered by any kind of cell phone network.

It’s a pretty awesome step forward and, just personally speaking, pretty much ensures I’ll switch to T-Mobile when I’ve paid off my current cell plan (I’ve had really bad luck on reception with A cerTain other carrier I won’T name here)... 

 Definitely two interesting companies to watch in 2025, both of which are clearly trying to innovate in bold, new ways.
 

Nuclear
-URA, URNM

Energy/AI Energy Infrastructure
-MSFT, GOOGL

I'm looking for less crazy bullish upside and more low vol drift

Small Caps may perform well vs large caps in 2025

Chris rounds us out today with the trading insights he’s come to be known for.

I’m fascinated that he chose two blue chip Mag7 stocks for the Energy and AI infrastructure rather than something under the radar. But that stays in line with his “less crazy bullish upside / more low vol drift” insight.

I love all these stocks! Here’s a quick recap: 

- Nuclear Plays: 
URA
URNM
GEV 
OKLO 
UEC

- Energy/AI Infrastructure: 
GOOGL
MSFT
Other Energy/Materials Plays: 
SLV
FCX

- Tech Innovators: 
TMUS 
SpaceX (not yet listed publicly) 

Hope this was an interesting read for you! And hope you have a great Wednesday evening!

To your prosperity,

Stephen Ground
Editor-in-Chief, ProsperityPub
   
 

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