Stock Club

This week, Mike and Emmet take a step back to discuss the broader market landscape heading into 2026 and what industries they’re watching.

2025 was a pretty spectacular year for the S&P so its normal to feel the party can’t go on forever. Mike reminds investors that corrections are a normal part of investing—and that the best preparation is owning businesses you’re willing to hold through a downturn, while keeping some cash on hand to take advantage of bargains if markets pull back.

Emmet strikes a more optimistic note, arguing that the rally may have room to continue as corporate earnings have largely delivered so far. That said, the market’s confidence could be tested if Nvidia takes a stumble. But there is still some value out there, only 2 of the Magnificent 7 outperformed the market.

Emmet then checks in with Tesla, one of his longest held stocks. He’s done with flashy demos and wants to see real products hit the market—particularly in autonomous driving. Overall car sales are slowing so its time for Elon to walk the walk and support the company’s lofty valuation.

Mike highlights an area of healthcare he’s keeping a close eye on: treatments for opioid use disorder. With U.S. government funding for treatment programs expanding, this could become a meaningful tailwind for pharmaceutical companies operating in the space—many of which have already appeared across MWS services.

We wrap up with a fresh edition of Follow Prophet.

Stock Club’s one-word resolution for 2026: Community.

Our listeners are an invaluable part of the podcast, and we want to hear more from you. Subscribe, leave a comment with your thoughts, or drop us an email with your questions.

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00:00 Intro

03:40 Market Predictions for 2026

12:46 Tesla's Future: Challenges and Opportunities

25:26 Autonomous Driving: The Next Frontier?

30:07 The Continued Threat of the Opioid Crisis

33:47 Promising Treatments for Opioid Use Disorder

41:18 Will the Rally Continue?

50:33 Following Prophet

In celebration of the New Year, Mike brings you a recap of our favorite interviews from 2025. More importantly for investors looking for an edge, we share some of the top stock picks from Wall Street’s greatest investors.

Tune in to catch highlights from David Gardner, Chris Hill, Clem Chambers, Pieter Slegers, and Eric Bleeker—plus insights into Ireland’s Auto-Enrolment pension scheme and tips on how to keep your confidence heading into 2026.

Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.

Click here to join now.

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

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00:00 Intro01:25 David Gardner on Finding Great Investments Early05:17 David Quinn on the Irish Investing Landscape10:34 Emma Farley on Auto Enrollment in Ireland16:24 Eric Bleecker on AI Investment Opportunities20:06 David Gardner on the Power of Optimism in Investing23:17 David Quinn on Irish Property Investment26:17 The Importance of a Long-Term Mindset30:01 Stock Picks: Chris Hill's Top Three Investments37:21 Contrarian Investment: Intel's Potential40:46 European Small Cap Stocks: Chapters Group44:14 Desert Island Stocks: David Gardner's Picks

As the year winds down, Emmet and Mike look back on their favorite investing stories, stocks, and turkeys from 2025.

Mike touches on the obvious: AI and the “pick-and-shovel” plays that have ridden its wave. Chipmakers and storage manufacturers are among the market’s biggest winners. Even Intel, long the ugly stepsister of Nvidia and AMD, is up nearly 80% thanks to government investment and the push to bring manufacturing back to the United States.

Emmet discusses the fallout from the Liberation Day tariffs and the subsequent market rally. It’s an important reminder for long-term investors that sell-offs are inevitable—as are recoveries.

Moving on to stocks, Emmet covers Wave Life Sciences (WVE), the latest pharmaceutical company to debut a weight-loss drug. Unlike Ozempic and Wegovy, WVE-007 is taken once and does not impact patients’ muscle mass, sending the company’s stock soaring. However, the drug is still in early testing and likely years away from market.

Mike heads to safer waters, pitching Google. Despite a slow start, its latest Gemini 3.5 model has Sam Altman sweating, while its tidy collection of existing businesses keeps printing cash. Unlike OpenAI and Anthropic, it doesn’t need to focus on monetization, giving it a leg up in the race for market share.

Finally, we bring you 2025’s biggest turkeys. Emmet goes with Oklo, the maker of small modular reactors. Its stock is up 15x over the last year despite not yet having a working reactor. Mike picks MicroStrategy, the riskiest way to buy Bitcoin. It’s down 40% year to date, while Bitcoin is down just 4%—lovely.

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet”.

Horizon will be repriced to $2999 in 2026 but for a limited time, Stock Club listeners can grab an exclusive discount and lock in our 2025 price.

To get yours, email [email protected]

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

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👔 LinkedIn: MyWallSt

00:00 Intro03:32 The AI Revolution12:28 Liberation Day and Market Shocks18:59 Stock of the Year: Wave Life Sciences30:11 Google's Remarkable 2025 Performance35:56 Oklo: A Market Turkey43:04 MicroStrategy: A Bitcoin Gamble

Mike and Emmet are back and sharing their latest thoughts on the race to secure Warner Bros. Discovery. Despite a seemingly successful bid from Netflix to the tune of $82.7 billion, Paramount and its backers, David Ellison and Jared Kushner, are attempting a hostile takeover. With regulatory approval necessary for both potential deals, all roads lead through the White House.

Later, Emmet discusses an often-overlooked feature of our AI-powered present: advances in cancer screenings and treatment protocols. Researchers are currently testing AI’s ability to identify tiny biomarkers in blood that could catch cancer much earlier than current scans.

Lucky for our listeners, this tech isn’t restricted to research labs and can already be found on Wall Street. Emmet is a long-time investor in Guardant Health, a biotechnology company focused on liquid biopsy. Its tech helps match patients with effective treatments, detect relapse, and catch certain cancers early. With impressive Return on Invested Capital (ROIC) and revenue growth, it’s a great feel-good stock.

We wrap with another edition of “Follow Prophet.”

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet” and this week he has a particularly enticing stock.

To find out its name and lock-in an exclusive Horizon discount, email us at [email protected].

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

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👔 LinkedIn: MyWallSt

00:00 Intro02:46 Netflix's Bid for Warner Bros.16:13 AI Advancements in Cancer Diagnostics28:59 The Role of AI in Modern Medicine32:07 Spotlight on Guardant Health43:26 Guardant Health's Financial Growth and Future50:08 Following Prophet: Spotlight on DICOM Industries

The Magnificent Seven get all the love and attention, but it turns out 2025 is the year of hard drives. Western Digital (WDC) and its recent spinoff, Sandisk, are the best-performing stocks on the S&P 500.

After boosting nuclear energy, GPUs, and big data companies, the AI demand wave has now hit the digital storage space. For Western Digital, that translates to 51% year-over-year revenue growth and earnings per share (EPS) up 137%. Not bad for a company founded in 1970.

If hard drives don’t pique your interest, we also check in on the worst-performing stock of the year: Fiserv. Its unraveling includes dubious financial metrics, questionable leadership, and an unfortunate reliance on the Argentinian market. Tune in to hear all the juicy details.

Even better, Mike and Emmet pick which stock they’d rather invest in right now. It’s a brutal game of “Would you rather buy a pick-and-shovel business with an eye-watering valuation or a potential falling knife?”

To wrap up, you’ll also get a quick look at a new Prophet stock.

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet” and this week he has a particularly enticing stock.

To find out its name and lock-in an exclusive Horizon discount, email us at [email protected].

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro07:51 Western Digital's Remarkable Year15:06 AI and Data Storage Boom22:29 Worst Performer of the Year: Fiserv28:32 Clover's Dubious Finances37:32 Where Would You Put $10,00041:06 Follow Prophet

After the recent launch of Nexus III and last week’s peek behind the curtain of Nexus I and II, we’re bringing you one more Nexus sample.

Fresh from Nexus’ latest crop of stocks, Mike pitches a business essential to the Australian mining industry—one with financials that would make even an investing master green with envy.

Later, Emmet walks through the latest acquisition drama in Hollywood. With Warner Bros. Discovery up for sale, who is most likely to snap up the legacy player—Larry Ellison’s Paramount/Skydance or the O.G. streamer Netflix?

Warner Bros. has an impressive catalog of IP, but it comes with a mountain of debt and a lack of strategic clarity. It’s possible the home of Harry Potter and DC Comics is more trouble than it’s worth—but time will tell.

If you’re looking for great international growth stocks to supercharge your portfolio, look no further than Nexus III.

To celebrate its launch, we’re offering a 50% discount for a limited time. Act quickly—this offer won’t last.

To claim yours, email us at [email protected]

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

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👔 LinkedIn: MyWallSt

Mike and Emmet head back to foreign shores to talk about their favorite stocks from Nexus I and II in honor of the launch of Nexus III.

Nexus, MyWallSt’s international portfolio, aims to ensure every long-term, high-growth investor has geographic diversification. If the AI hype and the S&P’s recent sell-off have you nervously checking your brokerage account, it’s a great time to make sure your portfolio has some foreign exposure to steady the ship—especially as many of the United States’ most innovative companies remain private, preventing retail investors from taking a piece.

Mike breaks down Sweden’s MedCap AB, the star of Nexus I, which suffered a major sell-off at the beginning of the year but is back and better than ever. As a serial acquirer with an enviable management team, it’s an easy buy-and-hold player with diversification baked right in.

Emmet pitches Bulgarian Internet of Things (IoT) player Shelly Group. With steady revenue growth and a solid market position, it’s set to ride the smart-home wave straight to the bank. But can it survive larger tech companies eager to swallow its potential?

If you’re looking for great international growth stocks to supercharge your portfolio, look no further than Nexus III.

To celebrate its launch, we’re offering a 50% discount for a limited time. Act quickly—this offer won’t last.

To claim yours, email us at [email protected]

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro03:50 Introduction to Nexus III15:25 MedCAP AB: A Promising Investment24:57 Long-term Targets and Return on Equity27:33 Introduction to Shelly Group36:38 Shelly's Financial Performance and Growth41:54 Investment Risks and Strategic Expansion43:48 Comparing MedCAP and Shelly for Investment

As SoftBank sells off its Nvidia holdings to free up capital for OpenAI, it might be time to look for something with a less eye-watering valuation.

Adobe, once one of Wall Street’s most beloved SaaS players, is down nearly 50% since 2024 despite rock-solid margins and consistent revenue growth. This has made it one of the cheapest stocks in the S&P 500 on a price-to-earnings basis and has bargain-hunting investors champing at the bit.

However, Mike argues that Adobe’s sell-off stems from the market’s pessimistic outlook on the brand following the rise of AI-generated imagery. While Adobe has invested heavily in its own AI-powered tools—namely Firefly—competition from OpenAI and Google may undercut Adobe’s dominance across the creative stack.

Do you think Adobe can stage a comeback, or is it a falling knife?

To wrap up, Emmet walks us through one of Prophet’s latest stock picks: UL Solutions Inc.

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet.”

To claim your exclusive Horizon discount, email us at [email protected].

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro06:25 Adobe’s History and Evolution15:25 Current Financial Performance and Market Position24:22 The Impact of AI on Adobe and Graphic Design28:19 The Bull and Bear Case for Adobe35:19 Highlighting UL Solutions

This week, Mike is joined by Sean Tepper, the founder of Tykr, a platform focused on turning Wall Street newbies into confident investors.

Like Mike and Emmet, Sean believes the stock market is a powerful tool for regular people to build life-changing wealth. From his favorite stock metrics to the importance of controlling your emotions and making regular deposits into your brokerage account, Sean provides invaluable insights on how investors can get ahead.

Importantly, Sean highlights that market downturns are excellent opportunities to lock in future gains — a reminder that even as the market gets frothy, it may actually be a good thing for long-term investors.

To wrap up, Sean shares his three favorite stocks right now.

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet.”

To claim your exclusive Horizon discount, head to mywallst.com/horizon or email us at [email protected].

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro05:33 Advice for Beginner Investors09:12 Finding Good Stocks: Key Metrics12:34 Types of Stocks: Value, Growth, Speculative, and Dividend22:43 The 15-Minute Investment Strategy25:15 Stockpiling Opportunities34:36 Sean’s Favorite Stocks

In a surprise double feature, Mike and Emmet bring you two more “boring,” Peter Lynch–style businesses to ground your portfolio. In the wake of AI-fueled Big Tech layoffs, the market is undeniably frothy — so it’s a great time to take inspiration from some of the greatest investors of all time and pick up a few stocks that are complete snoozefests.

Mike brings you one of Warren Buffett’s largest holdings, Moody’s, which — despite its consistent performance and Berkshire’s long tenure of ownership — is one of the least-talked-about stocks on Wall Street. Emmet believes this is because it’s a ratings agency and quite mundane, but the high valuation probably doesn’t help either. Still, it operates in a triopoly, making it a dependable bedrock stock to keep on your watchlist.

Emmet then walks you through Ulta Beauty in the third installment of Follow Prophet. A long-time favorite among investors, the stock has been trading flat over the past few years and hopes to grow through international expansion, a partnership with Target, and exclusive products. Sign up to Prophet to see how long it stays in the portfolio.

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet.”

To claim your exclusive Horizon discount, head to mywallst.com/horizon or email us at [email protected].

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro

04:51 Emotional Journey of Stock Investing14:51 Moody's: A Boring but Profitable Business24:49 The Challenge of Entering the Credit Rating Market28:36 'Following Profit' Episode Three: Ulta38:13 Ulta's Growth Strategy and Future Prospects40:43 Mary Dillon's Impact and Ulta's Partnership with Target