
The Playbook for 2026 1/2/26
Halftime Report
00:00
Kevin's 2025 winners and 2026 convictions
Kevin defends holdings like Micron and Robinhood, names Amazon his top pick for continued fundamental catch-up.
Play episode from 13:53
Transcript

Kevin defends holdings like Micron and Robinhood, names Amazon his top pick for continued fundamental catch-up.