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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