š Wall Street Radar: Stocks to Watch Next Week
š¼ Volume 68
Time Is the Only Asset That Matters (The Rest Is Just Noise)
Letās talk about what actually happened last week, because it was a mess until it wasnāt.
The S&P 500 spent most of the week bleeding red. Investors kept rotating out of AI stocks and piling into cyclical plays. It was a continuation of the theme that started the week before: AI is out, everything else is in.
Tuesday brought fresh jobs data. November nonfarm payrolls? Better than expected. October unemployment? Rising. The market shrugged. No immediate impact on rate-cut expectations, but the pressure kept building, especially in AI.
Then Thursday-Friday happened. The delayed November Consumer Price Index (CPI) report dropped, and it showed cooler-than-expected inflation. The market perked up. Treasury yields fell. Suddenly, the dream of more rate cuts in 2026 felt real again. Add in a strong earnings report from the tech sector, and stocks got a temporary boost.
The broader market recovered a chunk of its early-week losses. By the close, it felt like maybeāmaybeāSanta was coming after all.
Next week is Christmas. Low volume. Thin trading. Everyoneās waiting for Santa to show up and deliver the big rally theyāve been promised.
Friday was a great start: the gift everyone wanted under the tree. But hereās the question: Is this the first leg to new highs, or just a counter-trend rally designed to suck everyone back in before the market ruins Christmas and the start of the new year?
We donāt know yet. And honestly? Neither does anyone else.
A Gift to Yourself: Upgrade Your Subscription
Look, weāre going to be blunt here. If youāre still on the free tier, nowās the time to upgrade to paid.
Why? Because weāre literally crushing it right now. Weāve positioned ourselves in the new themes the market is handing us on a silver platter: Robotics and Space.
Our two biggest winners at the moment?
Planet Labs (PL): Entered at $12.18. Now up 55%.
Kodiak Robotics (KDK): Entered at $5.78. Now up 75%.
Planet Labs is one of the biggest winners in the space theme, right alongside Rocket Lab. Kodiak Robotics is a recent IPO riding the autonomous driving and robotics wave.
And hereās the kicker: on December 3rd, we released an article breaking down the space theme and highlighting a great company to position yourself in. Guess what? If you followed that, youāre sitting on a 35% gain in three weeks.
Weāre not here to pump out endless content just to keep you entertained. Weāre not trying to be your daily dopamine hit. Weāre here to provide high-value, low-frequency content that actually moves the needle.
Quality over quantity.
Signal over noise.
So if youāve been on the fence about upgrading, this is your sign. Give yourself a Christmas gift that actually pays dividends.
The Only Thing That Actually Matters
Weāre not going to hit you with the usual ābe kind during Christmasā bullsh*t. Youāve heard it a thousand times. Itās tired. Itās clichĆ©.
But we are going to say this:
Spend time with your family and loved ones. As much as you can.
Because hereās the truth: no one knows how much time we have in this world. Time is the most important asset we have. Not stocks. Not options. Not money. Not investing. Thatās all noise.
Time is the only thing you canāt buy back.
So this Christmas, close the laptop. Put down the phone. Stop checking the market. Be present. Be there.
The market will still be here when you get back. Your family might not be.
Think about it.
Weāre Taking a Break (Maybe)
From Christmas to the first week of January, weāre planning to take a break. Weāre not sure yet if weāll publish the newsletter on January 4th or skip it entirely and come back fresh on January 11th.
Weāll see. If we scan the market and thereās nothing really interesting (nothing that demands our attention), weāll skip it. Weāll use that time to focus on family and to study ideas for 2026.
Weāre also working on a full 2026 themes article that weāll try to get out next week, or at least before the year ends. Weāll keep you posted.
Latest articles:
Each stock carries a risk badge: ā ļø High | š Medium | š”ļø Low.
Based on volatility, float, technicals, and fundamentals. Size your positions accordingly.
š Free Setup: Make It Count
LMND: Lemonade Inc. ā ļø
What they do: Operate a digital insurance platform powered by artificial intelligence and behavioral economics
Why watch? Lemonade remains one of the most controversial names in insurance: a high-growth, unprofitable company operating in an industry typically dominated by slower-growth, conservative value stocks. The insurance sector has historically resisted change, and traditional investors have been skeptical of Lemonadeās āmove fast and break thingsā tech mentality. However, the company is beginning to turn heads: it recorded its eighth consecutive quarter of accelerating revenue growth in the third quarter, a streak almost certain to attract momentum investors. Third-quarter revenue reached $194.5 million, up 42.4% year-over-year and beating analyst estimates by 4.8%. Adjusted EPS of -$0.55 beat expectations by 22.5%, and adjusted EBITDA came in at -$25.6 million, a 27.2% beat. Critically, Lemonade generated $5 million in operating cash flow and $15+ million in adjusted free cash flow during the quarter. CFO noted that with over $1 billion in cash and investments, efficient capital management, and positive adjusted free cash flow, the company is āwell positioned to fund our growth strategy without need for additional capital.ā Management also highlighted that while claims volume has more than doubled (due to customer growth, not higher losses), the company has shrunk its claims processing department by leveraging AI to speed up processing and reduce overhead. Additionally, growth in non-home categories (particularly pet and car insurance) is helping Lemonade cross-sell into a larger revenue base and diversify its risk profile. In short, Lemonade offers a unique way to gain exposure to AI-driven disruption in a traditional industry.
Technical Outlook: Lemonade is struggling to break above the $83.50 level, a key resistance on the weekly chart that has attracted significant attention from traders and investors. The stock has attempted to clear this level multiple times without success, creating frustration for both short-term traders and long-term holders. However, the stock remains supported by the 10-EMA and 20-EMA, indicating the underlying trend is still intact. The repeated tests of $83.50 suggest that once this level finally gives way, it could trigger a sharp move higher as pent-up buying pressure is released. For now, patience is required, but the technical setup remains constructive as long as the moving averages hold.
Why We Donāt Wait for Sunday
Markets donāt move on your schedule. The best low-risk entries donāt announce themselves politely and wait for the weekend newsletter.
They show up when they show up. And if youāre not positioned, you miss them.
Paid members get real-time alerts: exact entries, stops, position sizing, and the thesis behind every trade. The same information we use to manage our own capital.
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Does that sound like an edge to you?
Whatās Inside Premium
š Watchlist Elite (7-9 Stocks)
Each selection undergoes rigorous financial analysis, technical evaluation, and strategic assessment.
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