Chit Chat Stocks 2026 Stock Market Predictions
17 snips
Dec 31, 2025 The hosts review their 2025 stock performance, highlighting winners like Google and losers with potential. They make bold predictions for 2026, including the outlook for the AI boom, e-commerce success, and potential pitfalls for big tech stocks like Nvidia. Notably, they discuss the future of the Magnificent Seven and predict a negative return for their equal-weighted performance next year. Emphasizing the importance of patience and research, they reflect on strategic adjustments and their investment goals going forward.
AI Snips
Chapters
Transcript
Episode notes
Nintendo Felt Like A Win Then Reverted
- Brett bought Nintendo earlier and felt confident when it hit $25, but it fell back below $17.
- He still calls Nintendo a cheap, long‑term business despite missing the year target.
AI Grows; Bubble Themes Likely Burst
- Brett predicts AI adoption will continue but niche theme bubbles (nuclear, eVTOL, quantum) will collapse.
- He expects capital and talent to concentrate at hyperscalers while speculative plays deflate.
Monitor Hyperscaler CapEx As AI Signal
- Measure hyperscaler AI strength by CapEx and whether they spend more in 2026 than 2025.
- Watch company CapEx guidance and revisions as a signal of AI investment momentum.