Broken Thesis: Holdings That May Fail

This week, we dust off the crystal ball to deliver a "big banger" of an episode entirely focused on predictions for 2026. From the AI revolution to the future of the Magnificent Seven, we're putting our reputations on the line.

In this episode:

🤖 AI's Next Big Move: We debate which industries will benefit most from AI adoption, with a focus on manufacturing, logistics, and the surprise contender: insurance.

📉 Mag 7 Shakeup: A controversial take on why Apple might lose its dominant position by 2030.

🔮 The 2026 Crypto & Commodity Play: A heated debate on where to park value—will it be Uranium, Gold, or is Bitcoin destined to crush Silver?

🦁 WallStreetBets vs. The Wildlife: We review a Reddit poll on the "Best Stock of 2026" and give our verdict on their top picks, including ASTS and Reddit itself.

🚀 Portfolio Wars: Which of our personal holdings will see the biggest gains? We make the bull case for Rocket Lab, UiPath, and Coherus.

🛰️ The Space Race: Will ASTS make a commercial call before Starlink? Plus, will Rocket Lab's Neutron finally reach orbit?

🎰 Vegas Bound: Details on the upcoming Wall Street Wildlife Patreon meetup in Las Vegas!

Segments:

00:00 Introduction & Christmas Recap

03:25 2026 Predictions Overview

05:10 Which Industry Benefits Most from AI? $SYM $LMND $OSCR

08:10 Who Wins the AI Agents Race? $PATH $GOOG

10:50 Magnificent Seven Shake-Up: Who Falls & Who Replaces Them? $AAPL $META

13:30 Tesla Robotaxis in Texas - Reality Check $TSLA

16:55 Most Valuable Company by Year-End $GOOG #SpaceX

19:17 Commodities Battle: Bitcoin, Gold, Silver, or Uranium? $BTC

23:40 Will the 10-Year Yield Exceed 6%?

26:40 Dollar Decline vs. Safe Havens $BTC $USD

29:20 Sovereign Debt Crisis - Will G7 Countries Survive?

33:35 Wall Street Bets Stock Picks - Best & Worst $PATH $DUOL $RKLB $RDDT $MELI

41:49 Most Overhyped Stocks $NVO $MMED $LLY $QUBT $RGTI $GOOG $IBM

46:52 Geopolitical Portfolio Positioning - Defense & Energy #Anduril $CEG $ONDS

51:32 Biggest M&A Deal of 2026 $RLAY $PRCT $LYFT

54:37 Highest Gainer in Our Portfolios $EOSE $MELI $CHRS

58:10 Broken Thesis in Our Portfolios $SLNH $GNS

01:02:14 Chainlink & Tier-1 Banks $LINK

01:05:40 ASTS vs. Starlink: First Commercial Call $ASTS #SpaceX

01:11:22 Rocket Lab: Neutron to Orbit? $RKLB

01:12:00 CEOs Citing Prediction Markets $COIN

01:15:43 Rapid Fire: Homes vs. Data Centers

01:16:34 Rapid Fire: Verified Human Tier

01:18:04 Rapid Fire: Tokenized Real Estate

01:19:00 Rapid Fire: AI Crime & Lawsuits

01:21:53 Badger vs. Greggs Sausage Rolls $GRG

01:23:11 Most Improbable Las Vegas Meetup Prediction

01:24:12 Portfolio Performance Battle

01:26:45 Predictions Wrap-Up

01:27:32 Market Bottlenecks in 2026

01:30:40 Las Vegas Meetup Update

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Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation

Keywords:

Stock Market Predictions 2026, Best Stocks to Buy 2026, 10x Stocks 2026, Stock Market Crash 2026, WallStreetBets Picks 2026, High Risk Investing, RKLB Stock, ASTS SpaceMobile, Tesla Robotaxi, Bitcoin Prediction 2026, AI Stocks to Buy, Mag 7 Shakeup, Crypto vs Gold, Space Investing, Sovereign Debt Crisis, Uranium Squeeze, Top Growth Stocks 2026, Chainlink CCIP, SpaceX IPO, GlP-1 Bubble, $RKLB, $ASTS, $TSLA, $PATH, $LMND, $SYM, $BTC, $GOOG, $MELI, $RDDT, $LINK, $EOSE, $CHRS