The Truth About My Watch List: My 5 Best and Worst Stock Picks

I'm up nearly 230% on one of my favorite [music] stock picks of the year, but I'm also down more than 88% on my worst pick of the year. Today, we are diving [music] into the five best and the five worst stocks on my Bridget Spies watch list. If you're a regular here, you know I like to add one stock for every video we talk about. We have lots of experts on the show who usually bring anywhere from three to seven different stock ideas to each video. and I'll pick one of them to add to this watch list to see how it moves over time. Now, a few important things about the Bridgette Buys watch list. This is not real money. This is a paper trading watch list and we're simulating investing $100 for each stock we talk about on the day we post the video. So, sometimes that's a fractional share and sometimes it's dozens of shares of a lowerc cost stock. And you can see from this watch list page that we talk about a lot of stocks on this channel because we are hoping to give you stock ideas here at marketbeat. This channel is all about conversations about stocks. Stocks that might have a good entry point, stocks that might have an interesting story or stocks that you should maybe be avoiding right now because there are some concerning risks or some concerning earnings behind the scenes too. I want to start by looking at the overall performance of the Bridgette Spies watch list. Again, we talk about tons of stocks and there are 51 stocks on this watch list. I added quite a few when it first got started in November of last year. So, it's not even a one-year-old watch list yet. It's still pretty new. There are 51 total stocks on this watch list with a win rate of 63%. Now, that has changed and fluctuated as the market es and flows, but right now it's a 63% positive win rate and we are up not quite 24% on this watch list. Again, I do a $100 per stock. So, that means we have a $5,100 investment. That's up to over 6,300. So, not a bad return for such a short period of time. If you haven't looked at this yourself, you should definitely pull it up now and follow along. Just scan the QR code or click the link in the description. It's really just marketbeat.com/bid to check out this watch list and follow along to see how it's doing. There's a little bit of everything on this watch list along with a lot of speculative stocks, too. If you watch our videos, we definitely talk about some of those. Some of those speculations will show up on both the worst performing stocks on the list and the best performing stocks on this watch list. Speculative stocks can go either direction and I think there are more on the worst performers though and that is not fun to see and we're going to dive into those. And the top list, the top five stocks that are the best performers here, a [snorts] lot of those, no surprise here, are in the AI big tech sector. And for many of you, these have absolutely been the biggest performers for your portfolio, too. While AI is moving a ton of money in the market right now incredibly fast, it's also allowing criminals to do the same through scams and identity theft. From endless spam comments you can find across all of YouTube to an email that can look exactly like it's sent from your bank or an identity thief who can steal your information and use it for weeks without you ever knowing. The threat is very real and catching it before it becomes catastrophic is exactly why I started using Liflock. A big thank you to Lifellock for sponsoring today's video. Lifellock will send alerts about suspicious activity across all of your finances, and that includes your investment accounts, which are also at risk from identity theft. Another huge benefit for retail investors specifically is that Lifelock automatically scans data broker sites and will help remove your exposed personal information. And if identity theft does happen, Liflock has a restoration specialist who will personally handle your case from start to finish. And it is backed up by up to $3 million in coverage for stolen funds, personal expenses, and any legal and expert costs, too. Start protecting the life you're building with Lifellock. I have a discount for my viewers today. So, click the link in the description or use this QR code and then use my promo code LL saves for up to 35% off your first year membership of Lifellock. All right, let's get on to this list of the five best and the five worst performing stocks on my Bridget Spies watch list. It's hard to know whether to start with the good or the bad, but let's just get the bad out of the way. We'll start with the fifth worst performing stock on Bridget Spies watch list. And this one is a favorite of one of our analysts that you regularly see on the show. It is SMR, new scale technology going into that nuclear field. And this was an area where we saw so much excitement back in October of last year. And I was adding quite a few names from the nuclear sector onto this watch list in that December January period when they started to fall thinking I was buying the dip. But we have found that it was anywhere but the bottom. I will say when I added this to my watch list back the day after Christmas of last year, I did know this one was going to be one of the riskier names to add to the list. I think new scale simply because of the price point right now. I do think it is a good buy the dip opportunity. Um it is a risk though. I I don't think this is going to be a slow and steady growth story or an automatic winner. I think it could even pull back potentially from where it is here. So, I I'm it's a little bit of a riskier one, but I think long term um it could have some good potential. So, >> I think so, too. I'm in New Scale. It is so depressed from the 57 high that it was at recently. And the 57 high that it was at recently wasn't like some kind of crazy pop. It would take a a a very minimal catalyst to start pushing this stock back up because it's it's repressed. It's definitely repressed. So, I think that's a perfect pick for you. It's been hard to watch the price action in this stock that so many people were very excited about again just in October, November of last year. And to see it fall and continue to fall has been hard to watch. We know part of the reason behind that continued negative price action or at least sideways price action that we've seen for this stock this year is because people are just waiting for it to turn to profitability. That was the question back in December that I asked our market beat analyst Jeffrey Neil Johnson. just wondering when this company could turn to profitability. How long before this company is really fully launching and commercializing their small nuclear reactors >> with the deal with TVA? I mean, they need to roll this 6 megawatts out pretty fast. And so, I would say conservatively 2 years. I mean, they're saying that the power capacity of the grid needs to double by 2030, right? That's not far. I mean, 2030 is a blink away. And so the only way that they're going to be able to do that is to reinforce it with small module reactors as they build the grid back up. >> Now that we're a little more than half a year later, it seems that timeline might be a little bit too far off. And a lot of investors have been staying away from nuclear stocks this summer just really for that timeline factor knowing that the growth the true profitability actually making these products commercial is too far off for investors to get involved right now because of the volatility like exactly like we're seeing right now. But some of the fundamental reasons that Jeffrey gave for really liking this stock really still exists today. >> Data centers need power. you know, the the power grid is it's reaching abysmal state at this point. The transmission lines are completely maxed out, and if they don't take the time to reinforce the power grid, the AI story in the United States, it just really doesn't have a chance without the grid. And the nice thing is is that these small module reactors are almost like the band-aid or the stop gap because we can bring that small modular reactor and we can put it right there on your site. Plug you straight into it. Now you're up and running. You don't have to wait to get interconnected to the grid and while you're waiting that 6 8 10 12 month time for your interconnect, you can still be up and running off of your little modular reactor. And for me personally looking at this stock today, my assessment is it's possible that SMR could still be successful. It could still have a very bright future ahead of it, but it is incredibly risky. It could just as easily fail and run out of money before it ever gets to that commercialization point. That's the the thing about these speculative stocks and these pre-revenue companies is that it is a risk and they can grow 40% just as easily as they can fall 40% in a short time period. Long-term, I do think this stock could have potential. Shortterm, we could continue to see a lot of volatility. And I think it could be a while before it reaches the highs it saw last October. Again, as Jeffrey said, we're just waiting on that catalyst. It would take a a very minimal catalyst to start pushing this stock back up. >> All right, let's get on to that next worst performer. This is the fourth worst performing stock on my watch list and this is Thread Up. This is a company I was very excited about. Again, just being the target audience and knowing lots of people who like this company. Our marketing beat analyst Chris Marotch also gave some great arguments as to why he thought that this stock was undervalued for where it was at the time I added it to my watch list. have been beating expectations um both on the top and the bottom line. Now again, they're not profitable yet, but the loss that they've come in, the loss per share has been significantly less than what's been forecast. And the revenue's been a nice beat. I mean, they in the last quarter they generated 82 million in revenue. Uh the expectation was for 77.3. So that's a nice beat. The quarter before they generated 71.2, the expectation was for 675 and so on and so on. So, they've been having a nice history of beating the expectations on revenue. One of the things I noticed about this stock is um unlike what we just talked about with Vaxart, this company has 89% institutional ownership. And that's kind of where I was basing my Fed argument was because when you see that much institutional ownership, there's probably a macro story that's driving the stock price down rather than just retail sentiment of, oh, we're scared. And and I actually tend to agree with you when I looked when I was doing some research um about this company. I was looking at the overall consignment the secondhand market and there's data from a company called global data that forecasts the secondhand market will grow at a 9% compound annual growth rate through 2029. So the consumers that are more likely to shop for these stores aren't likely to stop buying there. Earnings continue to be a problem for Thread Up and it's the only reason they're at the bottom of the watch list right now. That's because an earnings report in early August had the stock dropping significantly, which is now down more than 40% since when I added it to my watch list. But a lot of those losses have been just in the last few weeks again after this not so great news coming out in this most recent earnings report. Uh analysts are still bullish on the future of Thread Up, just like they were when I added it to my watch list >> to look at where the price target is compared to where the stock is right now. As we're taping this, Bridget, the stock's trading at $4.71 a share. So, it's still in that category of a penny stock, but maybe not for much longer. But the consensus price target is $12.50. That's as we're as we're doing this video, that's that's a gain of 165%. Um, in this stock, and that's a 12-month price target, and the stock's covered by about six analysts. So, again, for a stock this size, it's being covered by a fair number of analysts, and it's got a really nice upside to it. >> Moving on to the third worst performing stock on this watch list, and we are right back to nuclear. Oaklo, OK, is down more than 50% from when we added it on this watch list. This like SMR has been a name in nuclear that many investors were wildly excited about. It has continued on a downward spiral ever since reaching those massive highs late last fall. And like SMR, there may still very well be hope for future growth in Oaklow. For all of the reasons our analyst Luke Langel with Investor Place gave when I added this stock to my watch list. >> Another big thing that the Trump administration is doing is is prioritizing nuclear energy. to prioritizing energy just in general. I think that's what the Venezuela thing was all about too. All the oil and gas down there. A lot of their actions are we need energy for our AI buildout. It's a huge bottleneck in the construction of AI data centers. And then you get weather events like we're seeing right now across the country. There's a lot of strain on on energy in the United States. So, we need more energy and the Trump administration has prioritized nuclear energy. His uh energy secretary Chris Wright is from the nuclear industry. Has been cutting red tape left and right. And funnily enough, he's not just from the nuclear industry, the very nuclear company he is from is Oaklo, ticker Ok. So I think, you know, you got the the energy secretary used to be at this company. This company was chaired by Sam Alman, who is the CEO of OpenAI and very close with the White House and doing the Stargate project, the Trump administration. They are part of the pilot projects to create those small modular reactors and get them up and running by July 4th of this year. So there there's a lot going on with Oaklo and the government. A lot of people connections and project connections and it lines up with the government's prioritization of nuclear energy. I think that Oakllo is sort of the next company that that could win an investment especially when you look at the playbook. MP not, you know, this huge operational giant. It's a startup really. Same with USA. They're startups that need cash. So, the White House is coming in to startups that it believes in and giving them the cash they need to succeed. That's Oaklo. Oaklo is a startup. They're just, you know, getting off the ground, breaking ground on their first SMR or their first nano reactor. And they need the cash to succeed long term. The White House gives it to them. That's a stock that could really, that's why you saw MP3X. That's why you saw US R3X. they were just one big cash infusion away from realizing their long-term potential. >> That investment potential is still very real today. We are seeing that play out in some different places, but the timeline to actually making this happen is further off. And much like SMR, we are going to continue to see that volatility. And for those uh investors who added these stocks either SMR or Oaklow to their portfolios right in the height of that excitement, you are definitely bleeding from some of these names. Hopefully, you had on some stop losses to to ease some of the worst of the hurt. There's always dollar cost averaging. If you do believe that either of these small modular reactor names are going to take off in the future, so again, I I wouldn't write these off entirely yet. just know they are highly risky, highly volatile, and the growth story could still be several years down the road. Onto the second worst performer on the list, and this one hurts because I was personally very bullish on this entire sector uh from all of the last year, and that's the drone sector. A lot of drone names saw a lot of excitement, again similar to nuclear, because of White House investment, because of what was happening at the federal level of all of the defense spending going into specifically improving our drone capabilities, especially drone capabilities that are manufactured here at home. And that is why I added DPRO to the watch list. I had done several interviews with the CEO starting in June of 2025. And as I mentioned then, if I added the stock to that watch list back then, I would still be looking at some gains today. Coming in at number two on the list is a company many of our viewers are familiar with, Dragonfly, ticker symbol DPRO. We've had the CEO of this drone company on a few times over the past year, talking about the growing momentum in this entire sector, and he was right. When he first joined us back in June, Dragonfly was trading just over $2 a share. Today, it's at nearly $10 after 200% growth this year, and analysts believe its growth story is far from over. Right now, the consensus price target is nearly $17 with high estimates at $20. DPRO's unique payloads are popular with law enforcement as well as military operations. I wish I'd started my paper trading watch list back in June to add this stock back then, but today DPRO is making my Bridget buys watch list. Those gains are far less today. What we've really seen with this stock and much of the entire drone sector is just a lot of volatility. Right now, this stock is down more than 52% since when I added it to the list. There are other drone companies in the market that maybe haven't been hit quite as hard or has seen some better recovery, but I have plenty of other drone names on my Bridget Spies watch list that have all taken some pretty big hits. Could this sector recover? I do believe that there is hope for it. I think it is tanking longer than expected and looking at what the analysts have to say, they too really do feel that there is a future in the drone sector for a lot of growth ahead. Now those price estimates for DPRO in particular, they are lowering right now from where they were, but it still shows potential for more gains. How long could it take? Who knows? Could the volatility continue? Absolutely. And I think that we're going to see that in the drone sector until we have some solid information on exactly how much money is coming and where it will be going in the drone sector. Who's going to be winning those contracts? Uh a really solid contract for DPRO could change the trajectory of this stock significantly. But when will that catalyst come? Who knows? Again, expect volatility with this name and many others in the drone sector right now, too. And moving on to the absolute worst performing stock on my list, and this one hurts because it is almost down to zero. I am uh sitting at an $11 value in a stock purchase of $100 back at the start of the year. This stock is now down 88% in the last year. And that is a huge hit to any portfolio, even if it is just a paper trading watch list. We are in the EVA tool sector. EVVTL. This was a name that our analyst Jeffrey Neil Johnson was very excited about and kind of stood apart from the two leaders in the space at the time that are Archer and Joby. All of this sector, as many of you know, has seen a huge hit over the last year where the market's just not excited about this right now because that commercialization is simply taking much longer than expected. >> I think that the analysts have just kind of said it's either going to be Archer or it's going to be Joby. I don't think that they understand what a dark horse that vertical aerospace could be for the market. Um I think that vertical strategy of just selling the aircraft directly to the airlines to a regional airline. It could be United. It could be it could be any airline. Selling it directly to them, selling the uh replacement batteries, selling the parts, etc. It's the same strategy that Boeing uses to sell their plane. Boeing doesn't have this massive BAPort infrastructure and they're not trying to rule the world. They just build planes and they build really good planes. That's kind of what Vertical is doing. They want to put the planes out there. They want to be known for safety. They want to make their margins off of the batteries and the replacement parts that need to go on the plane. And that strategy might be one of the fastest gotom market strategies for for the entire sector. I think that's a really interesting point about this company is that they're using more of the Boeing business model than the starting a whole new industry and sector from scratch model that we've talked about with Joby and Archer. So very interesting. It's also why I'm choosing to add this one to my Bridges Buys watch list for this video. And we're covering six names today, but this one um it's a risk for sure. I am considering this a very high-risk speculative play. Lack of cash is concerning for sure. So, I'm adding it with hopes that that they're able to pull it off in the future because I like the business model that you're talking about and the fact that it's a lesserk known stock and it doesn't have as much uh investor excitement yet. So, I'm hoping that it's a get in early kind of buy to add to my paper trading watch list, but it is a risk and I uh know that it could definitely end up going the other direction, too. So, that's something to keep in mind with any of the ones we're talking about today. Could this sector see a turnaround? For me personally, this is one of the biggest ifs. This is one where we could see absolutely nothing happen in the Evatil sector. And I know I've heard from plenty of viewers who say they're waiting to see if this actually gains any kind of traction. So, a lot of these speculative investments, they can go to zero. They could also do very well if we actually see that commercialization take off. I don't know if that's going to happen anytime in the next 12 months. Maybe two years down the road. we might actually see these stocks turn around. Uh if we even get more attention back into the sector, if there's one big announcement, it could send all of the stocks in the Evol space going higher. Uh that is yet to be seen. Again, a very risky investment and one of the hardest hits on this paper trading watch list. But enough of the negative. It is time to finally turn to the positive. These are the top performing stocks on my Bridget Spy watch list and they are performing very well. Two of them are right around that 200% gain. And again, this is a very new watch list. It's less than a year old. So, that's a lot of gains in a very short amount of time. So, I'm excited to dive into this list. Spoiler alert again, all of these are tied to the AI story in one way or another. I know most of your portfolios probably the same story. The stocks that have the greatest gains over the last year are often in the AI field. And many of these names are tied to the AI infrastructure buildout happening right now. That's where many of the biggest gains in the market are being felt by investors just like you right now. If you're looking for other names, we're going to dive into my top five performers right now. But there are other ones that haven't had their full runup yet, and that is this list of AI infrastructure stocks. We have a special report out at MarketBeat right now and these names have the next 18 to 24 months of extreme growth because this is where all of the money is flowing into during this AI buildout that is still going to take the next couple of years of building up the infrastructure across the country really across the globe. So scan the QR code, click the link in the description and you can access that report for free today. this AI infrastructure report of building the backbone of the entire AI infrastructure system. That report is normally $30 on MarketBe and right now it is free for all of our YouTube viewers today. So scan the QR code, click the link and get that report while you can. Okay, let's get on to the top five. The number five best performing stock on this watch list is one of Thomas Hughes favorites. Our market beat analyst Thomas Hughes has had this on his monthly buy list so many times over the last year. It is AMD >> gap that shows me the the market has moved up to fill that gap and is ready to continue buying the stock providing a nice solid support base to help it launch higher, you know, if not in December than early next year. >> Yeah. Some things that stand out to me looking ahead to this stock for December and the the year ahead. We are seeing some new price targets just in the last few days and weeks that have been a lot higher than where AMD is trading right now. >> A rebound to the recent highs is worth about 30% but the uh the analyst trends are suggesting a move as high as 380 which is about a 50% gain. And uh given the trends, given the expectation for revenue uh growth starting in the back half of next year, I would expect to see that high-end continue to move higher as we get closer to the MI450 launch and as it's launched and the first and the first data points are coming out after the launch. Right now, it's definitely benefiting from the AI boom. Results are awesome. They're outperforming and they're growing robustly. But this story will not hit its full stride until later on in this year when it releases the MI450 line. um and that will elevate it into the level of rack scale capability. It'll become a viable option for hyperscalers and there are certainly reasons for them to want to use these chips. Um memory performance, cost performance are only part of that picture. So in December, what I see happening for advanced micro devices is support stepping into the market, buying the stock, uh rebuilding positions and setting it up for really big advances and gains next year. more evidence that Thomas has been talking about this product launch for months, really over a year. This was back in November of 2025. And just a couple of weeks ago, Thomas was on the show talking about AMD again and how this product launch that has had so much excitement built up is actually going to be happening this quarter. And so, he feels there's still even more growth ahead for AMD. And he's very excited about where this stock could lead in the future. That's one of the reasons I added it to my watch list. Right now, my watch list doesn't have a lot of diversity with some of these larger names and bigger companies, and AMD's dip right now is really interesting to me. So, I think that's the one I'm going to add to the watch list for today. Thomas, what do you think? I know it was the first one on your list, so is that the one that you would have picked, too? >> I think it's a great choice. I like AMD. I think it's got a lot going for it, and I think it has a pretty robust upside potential. >> That November pullback proved to be a really good entry point for this stock. I am now up about 120% on AMD since adding it in late November of last year. And again, as Thomas said, he believes the gains on AMD are far from over. He thinks it's still a good buy where it is today. Now, on to the fourth best performer on this watch list, and this is no stranger to strong performance. The stock is Micron MU, and I added it back in February. It's had gains of nearly 150% since then. This was really great timing for adding MU onto this watch list because at the time I added it, it was on a pullback for really no reason. Has had a little bit of different price action at least in the last week. >> Yeah, this one is great. You know, this one is um it's actually number two on my list for a reason because I think that now is an excellent time to consider looking at this stock. We're talking about Micron. There's symbols in U. They are the only maker of high bandwidth memory. Um the DRAM that's needed in your computer, the DRAM that's needed on these Nvidia chips, the um high bandwidth memory that's needed in high in HPC highowered computing. They're the only American maker of that particular chip, right? And so they've been just chugging along like everybody else. But um earlier in the week, Samsung came out and just kind of said uh we might also start making DRAM. And when they did, uh everybody just bailed off of Micron like they're not sold out for the rest of the year. It's that bailout where everybody jumped off because Samsung uh said that they, you know, might come into the market. One pushed Samsung's Korean stock to a 52- week high. And it also shed off onto some of these other players that we're talking about, but it also created a nice buying opportunity. There's a nice dip there because there's no reason for this stock to be down. The simple rebuttal to the stock market today is this stock is sold out until the end of the year. >> This is a great example to show that sometimes a really solid stock can pull back just on fears or headlines that really end up amounting to nothing. and to always pay attention for those pullbacks because you can really help to get even more gains when you are buying a solid stock like MU on a pullback like that one. A similar pullback happened in the stock more recently and we were telling people to buy it then too. This is a name that anytime you see a nonsensical pullback, usually it's a great time to buy because it will recover very quickly. All right, let's move on to the third top stock on my Bridges Buys watch list. And this was the very first stock to ever make it onto the Bridget Buys watch list because we introduced this watch list during our Monday live stream today. I wanted to end this show with how we're going to end all of our videos from now on and that's Bridget's Buys. So Kristen Thomas, stick with me and let me know what you think. We talked about so many stocks today. Uh it's hard off the fly for me to just pick one, but this is a name I'm going to add to my Bridget's Buys list. I'm going to put this up here for you guys to look at. As soon as the show is done, I'm going to go update this brand new page. We're just launching it today. This is a watch listage. >> Yeah, it's going to be at my own page. It's uh marketbeat.com. You can scan the QR code. Go to marketbeat.com/bid. It's going to be my uh stock ideas list. And so whatever stocks we talk about on these videos, I'm going to pick one, add a $100 of it per day, simulating kind of a buy of $100, and then we can track the performance of some of the stocks that we talk about on the show here and how well they do uh in the market, just kind of where they move as a group. And so today, this was a hard choice because we talked about a million and a half names. Uh [laughter] but I'm going to go with Nebas Group. I think uh this stock had such a good runup. Um, I think it stood out to me simply because uh there's so much positive analyst sentiment for this one and it's down uh so much from its consensus price target. I think we've talked about it before in videos and it just seems like there's a market for this as well and so uh it could be a risk. Who knows? But I'm this is going to be the inaugural first Bridget's Buy list. All right, Kristen Thomas, what do you think? Is this a good random name to pick out of the list we talked about today? I think it's a fine choice for your first pick, Bridget. >> I think it's a great choice. Good, good, good dip buying candidate right here. Yes, >> we talked about a lot of stocks during this Monday live stream as we always do, but during this time there was an overall AI pullback happening and a lot of speculative AI names were down significantly at the time and I was really impressed by the analyst coverage on this one. And Nebius is down um about eight% in the last five days, about 23% in the last month. Really taking another nose dive for that one, too. This is a company that um is a technology company that builds intelligence products and services powered by machine learning and other technologies. I don't know if you guys remember kind of what sets Nebius Group apart and why some investors have been interested in it. >> Well, they're a data center company. They're um based in Europe, so they're providing data centers for AI in Europe. So that's that's really their draw right now. Um regarding the selloff, it just aligns with the general market selloff, but this is a company that had a very volatile and very robust move. So the selloff is going to be more robust than the average one. Um right now it looks like support is still above previous critical levels. So I would assume that the market will continue to trend higher. Um what I do want to point out and something else that I also see throughout the market you know so the market is selling off broadly together most of these charts also exhibit MACD convergences so these recent peaks are some of the strongest markets that we've seen in a long long time convergences means that these markets are probably going to reverse real soon and move back up and retest their recent highs and a lot of these stocks are going to keep going higher and setting new highs because the outlook for their revenue revenue and their earnings growth is so good, >> right? >> Oh, sorry, Chris. >> No, go ahead. To that point, Thomas, no, no, you to that point you just made about the revenue and I think that's what's really interesting to me because the stock's down about like Bridget said about 8% in the last 5 days and some of that is probably due to the fact that they missed on the top line when they reported on November 11th, but that miss on the top line was still way above where they were year-over-year. So, it's they they were expected to report 155 million. They brought in 146 million, but then I look at the the year-over-year and that was still over 100 million more than what they did last year. So, >> right, >> I think it's an overreaction to one bad data point, but the data point really wasn't that bad. >> Well, right. So, this is another really swelling AI outlook because we've got deals with Meta and I think Microsoft recently. this company is providing computing power for their internal purposes. I mean these people need them just to be able to do their own work to make their own AI. [clears throat] >> So I mean it's huge. The demand is going to be giant. I think that Nebus is going to be a winner long term and the charts look like we should be seeing the um you know a rebound pretty pretty quickly. >> Yeah. One thing I wanted to point out before we we take off and this has kind of been a similar story for several of these stocks. I've got the consensus uh price target up right now and it's uh almost 140 a 62% upside based on analyst price targets. The high end is $211. So a huge outlook from some analysts on these stocks. So as we see the the price pullback that we're seeing right now this week and some of last week too. Will those do we expect to see any of those analyst targets change or do those still hold? I mean some of these are pretty recent, >> right? So those aren't going to change because the stock market is volatile. Uh they might change as the news comes out, but right now the news flow is supporting a positive uptrend. So I would expect them to continue lifting their targets. Um and just a matter of time uh for the market and sentiment to come into alignment. Uh right now, but you said there's a pretty wide range of targets too. A pretty wide range between the consensus and between the high end and consensus is up pretty high. um is up pretty pretty no the I'm so I'm having a hard time today is up pretty hard over the last year. It's up uh or not the last year last couple of months. It's only been trading for a few months but up 100% in the last three months. So a lot of revisions, a lot of uncertainty. The market kind of ran ahead of consensus. It's moving back to consolidate touch base on consensus. The trend is still moving at higher. So definitely would expect to see it move back up to retest those highs if not set new highs. It turns out even those high estimates weren't high enough. The stock is now soaring above $220 with analysts continuing to raise their price targets. This one has been volatile. It's down from its high of nearly $300, but still a lot of potential in this name and expect that volatility to continue too. But it's brought this watch list gains of well over 155%. This has been such a strong performer for the stock since adding it on November 17th when we first kicked off the Burch's Buys watch list. And speaking of blowing past analyst estimates, stock number two, the second best performing stock on this watch list, absolutely blew through what analysts were expecting of the stock when I put it on my watch list back in December. I like all of them. You make a really good case for a lot of these names. I I think I like the analyst forecast potential for Marll and actually it's a name I I've been thinking about since last week. Uh we talked about it on Market Beat Monday and I thought the chart looked really interesting. Had some potential too. I think the company uh fills a unique role in the semiconductor space too. So I'm excited to add this one to Bridget's buys. Uh do you think it's a solid one to add? >> Yeah, I think Marll is a good is a good pick. It's certainly well positioned. I think it's a great pick for long-term holding because if it's positioned in an infrastructure, they're always going to be building or upgrading the data centers and they're always going to need the devices to connect them together and that's what Marll does. >> Marvel technology is a perfect example of an AI infrastructure stock that has absolutely soared this year. It is currently up nearly 200% from when I added it to the watch list back in December. Again, absolutely blowing through analyst estimates. And now those analysts are raising their estimates again largely because of what our market feed analyst Thomas Hughes had to say when he first recommended this stock. >> Well, so you got to think about all the GPUs that are being bought, how many tens of thousands of GPUs there are being bought right now and sold, all of the data centers that are being built and how Marbell's technology is going to help connect all that together. So they're well positioned because they will become the fabric that connects a lot of the data centers and the infrastructure together that AI is going to be powered with. >> And also an important note here before we get to the top stock on my watch list. Marll is up nearly 200% even when it's down from its highs. It was much higher just a couple of months ago. But even with the pullback that it's seen recently, this is a still huge performer for my portfolio. And there is potentially still more room for this one to run. Now, right now, it is soaring slightly above or right at where that consensus price target is from analysts. However, there are some analysts who have the stock moving as high as $400. So, there could still be some potential growth ahead for this stock. I'm of course going to keep it on the watch list and keep tracking how it continues to grow over time. All right, it is time for the top performing stock on my list. And it might be a little surprising. This is one of two stocks that shows up on my Bridgette Spice watch list twice. The second time I added it, we have already covered. That was back in early February. But when I added it to my watch list for the first time in late December, just before the new year, MU was trading for just under $285 a share. It is now around $1,000 stock. At one point, it was up to over $1,200 stock. This stock has been performing so well for any investor who was able to get into this uh late last year, even early this year. You've seen incredible gains much like I've seen on this watch list for MU. And this initial recommendation back in December came from our market feed analyst Thomas Hughes. >> Right. This is Micron. Um Micron to me affirms without a doubt that the AI bubble has not burst. Its December report was of Nvidia quality. Um outperformance on top of bottom line. significant margin improvement. The guidance was also very hot by several hundred basis points. They're forecasting accelerating and strengthening trends in the coming year. So, guidance is probably cautious. And this is all tied to HBM memory. So, in their report, they reported record results in all their segments, but specifically in data centers and cloud and AI. All the GPUs that are being sold by Nvidia and upcoming by AMD require multiple stacks of HBM chips. So the demand for these GPUs is so great that HBM supply has been wiped out. There are shortages throughout the system. It's affecting other markets besides AI, including automotive and mobile. So in the coming year, uh there's going to be that demand crunch, but also price increases because there's not enough supply. Prices are going up. The last that I heard was a competitor raising its prices by 60%. Product shortages are expected to linger into 2027. So, we're looking at four, five, six, maybe eight quarters of under supply and high prices supporting this company's growth and its its profitability, which is also very significant. >> That's a lot to break down and a lot to talk about. I also think the chart is interesting, but we'll get to the chart in just a minute. Let's talk a little bit more about the competitive scene that you're talking about. Where does does Micron fit in on the the AI story and what are some of its direct competitors? Is there enough market share for all of them? >> There are competitors in the HBM market. uh Micron's product is viewed as superior for its capacity and its performance within that like there are shortages in the market. So right now you can make as much HBM as you want and you can sell it because people need it and that's underpinning the growth outlook and it's helping to keep prices high. >> Interesting. Was there anything about a backlog coming out in the report that just came out in December? >> I didn't hear anything about a backlog but uh the guidance is robust. The guidance was 2700 basis points above expectation. So they guided for 18.4 4 billion in revenue for the coming quarter.4 $4 billion more than expected. So that's just a phenomenal number to me. That kind of outperformance tells me that the market was just not paying attention or if it was it wasn't taking it seriously. Certainly did not price that in into the stock price. We see that in the post-release action. I think it's very bullish. I think that this stock is going to have a very significant rise in the coming year. Uh this is going down a rabbit hole a little bit, but you made a really big claim that Micron's story to you is enough to say that the AI bubble has not burst yet. And I think that the the question that I have or the thing that really comes to mind when you talk about this, if the forecast was off that much, is that just another sign that really Wall Street doesn't know what to expect from these AI companies? >> I think that's a fair assessment. Um, I think what it is is Wall Street analysts knew that we were going to have a strong report, but not knowing how strong, hesitant to lift their targets, and that kind of played into the the amount of outperformance that we saw. >> He was bullish on it then, he's still bullish on MU now, just like he is on many of these AI names that are in my top five performing stocks on this list. Four of them coming from a Thomas Hughes discussion or recommendation. Thomas always likes to pay attention to the backlog and what that could say about where this stock price will be heading in the year ahead. added his predictions of where these stocks were going was even more in line than what some of those analysts were predicting for price targets back when we were talking about these stocks in December of last year. Thomas shares his top five stock picks of the month at the start of every single month and that's where a lot of these top performing stocks on my watch list came from. If you want to check out his most recent monthly stock pick video, make sure to watch it here. These are his top choices for August. His next video will be out just a couple days before the start of September.