Motley Fool Money Over 300 Stocks Doubled in 2025 -- 3 We Love and 3 We Don't
26 snips
Dec 11, 2025 
In this discussion, analysts Matt Frankel and Jon Quast dive into 2025's stock boom, highlighting over 300 companies that doubled in value. Matt shares his insights on Lemonade's turnaround and the promising future of memory stocks like Micron driven by AI demand. Jon probes into solar prospects with NextPower and raises questions on Oklo's nuclear ambitions. They also analyze Disney's strong theme park performance and MercadoLibre's logistics advantages. The contrasting views make for an engaging exploration of promising and questionable investments.
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Lemonade Showing Real Turnaround
- Lemonade's fundamentals are improving with accelerating revenue and better loss ratios over a full year.
- The company is cash-flow positive and expects EBITDA break-even by end of 2026, implying structural progress beyond a sentiment rally.
Scrutinize Insurance Unit Economics
- Watch customer acquisition costs and combined ratio to judge true insurance profitability.
- Expect higher-margin products like auto insurance to help unit economics without proportional acquisition spend.
AI Is Driving A Memory Supercycle
- Memory demand from AI is creating a multi-year tightness that could sustain elevated margins.
- Micron has largely sold out supply for 2026 and may see profit margins reach cycle highs if demand persists.