Top Stocks

⛏️ Discover the AI-Powered Resource Boom Whitney Tilson Is Watching Whitney Tilson traveled to Mount Rushmore to investigate a little-known mining company that used AI to uncover a massive gold deposit — and he believes it could be part of a much bigger resource boom across America. ? Watch free: https://RushmoreGold.com/ ? Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. ? Learn more: https://TopStocksLetter.com/ Wars are breaking out. Oil prices are moving. Bond yields have surged. And geopolitics is once again becoming impossible for investors to ignore. But does a more dangerous world necessarily mean a more dangerous stock market? In this episode of Top Stocks, Matt Weinschenk sits down with geopolitical strategist Marko Papic at the Stansberry Conference to discuss how the global order is changing, what ongoing conflicts could mean for markets, and why geopolitical panic can sometimes create opportunities for disciplined investors. They discuss: • Why the world is shifting toward a more chaotic “multipolar” system • Why more regional conflicts don’t necessarily mean a global war • How geopolitical fear can create buying opportunities • Marko’s view of the Iran conflict and what it means for oil • How shifting U.S. politics could affect taxes and regulation • Why AI and data centers could face more regulatory pressure • How drones are changing modern warfare • Why Marko, a longtime bond bear, is starting to see opportunity in bonds • Why 5%+ Treasury yields could become attractive for long-term investors • Why Marko believes inflation could decline over the next five years For years, Marko has argued that investors need to pay closer attention to geopolitics. The world is moving away from the relatively stable global order investors became accustomed to and toward a multipolar system where no single country completely controls the rules. That could mean more conflict — but Marko argues it does not mean the global economy or stock market falls apart every time a crisis erupts. He points to Russia and Ukraine and the Middle East as examples of how markets and global supply chains can adapt even amid serious disruptions. For investors, he believes the key is separating frightening headlines from what is actually happening in markets. Marko also explains why his outlook on bonds is changing. After years of being bearish, he says yields around 5.2% are becoming increasingly attractive for investors with a five-year time horizon. While yields could still rise in the short term, he sees forces that could eventually push inflation and interest rates lower. His bigger message for investors is simple: Fear sells. But the world usually finds a way to keep going. Marko grew up in Yugoslavia, lived through war and hyperinflation, and spent part of his life in the Middle East. Those experiences have shaped how he views geopolitical crises and market panic today. So how should investors navigate a world of war, political change, higher bond yields, and constant geopolitical uncertainty? Watch the full conversation to find out. CAN’T WATCH THE FULL EPISODE? START HERE: 2:29 – Why Geopolitics Matters Again 5:01 – Understanding the New Multipolar World 9:09 – The Iran Conflict 12:46 – U.S. Politics, Taxes & Regulation 17:18 – AI, Data Centers & the Economy 22:22 – Are Drones Changing Warfare? 27:38 – Is It Finally Time to Buy Bonds? 31:15 – Why Inflation Could Fall 36:15 – Why Marko Doesn’t Panic About Geopolitics 40:23 – Why Fear Can Hurt Investors ? ABOUT THE GUEST: MARKO PAPIC Marko Papic is a geopolitical strategist who analyzes how politics, geopolitics, and global macroeconomic trends affect financial markets. ? ABOUT TOP STOCKS Hosted by investment analyst and economist Matt Weinschenk, Top Stocks goes beyond the headlines to analyze the companies and forces shaping the next decade of wealth creation. ? This episode was recorded in 2026. All market insights and views reflect conditions at that time. ⚠️ This content is for informational purposes only and should not be considered investment advice. Always conduct your own research or consult a qualified financial professional before making investment decisions. ? FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk | Instagram: @mattweinschenk | TikTok: @mattweinschenk #TopStocks #MarkoPapic #Geopolitics #Investing #Stocks #StockMarket #Bonds #Oil #Iran #AI #Inflation #InterestRates #GlobalMarkets

? Discover Whitney Tilson’s Top Stock Pick Whitney Tilson has found a little-known company at the crossroads of AI and energy that he believes could be one of America’s greatest retirement stocks. ? Discover the stock: https://AmericaBestStock.com/ ? Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. ? Learn more: https://TopStocksLetter.com/ Warren Buffett built Berkshire Hathaway into one of the greatest wealth-creation machines in history. But now, Buffett has retired and Greg Abel is taking over. So what happens to Berkshire without the greatest investor of all time at the helm? In this episode, Matt Weinschenk sits down with longtime Berkshire expert and former hedge fund manager Whitney Tilson to break down what investors actually own when they buy Berkshire Hathaway, the investing strategy behind Buffett’s extraordinary track record, and whether Greg Abel can successfully lead the company into its next era. They discuss: • What Berkshire Hathaway actually owns — from insurance and railroads to its massive stock portfolio • The investing strategy behind Warren Buffett’s success • Why “let your winners run” may be one of Buffett’s most important investing lessons • Whether Greg Abel can successfully replace Warren Buffett • The changes Abel is already making at Berkshire • Why Burlington Northern and GEICO could represent major opportunities for improvement • The biggest mistakes Buffett may have made while building Berkshire • Whether Berkshire would be worth more today if Buffett had simply stuck with blue-chip stocks • How Whitney calculates Berkshire’s intrinsic value • Why Whitney estimates Berkshire is trading at roughly a 12% discount to intrinsic value Whitney has followed Berkshire for decades, attended its annual meetings, communicated personally with Buffett, and maintained a valuation model for the company for more than 25 years. His view of Berkshire’s next chapter is surprisingly simple: Greg Abel doesn’t need to become the next Warren Buffett. Whitney compares the transition to Steve Jobs handing Apple to Tim Cook. Abel may not have Buffett’s investing reputation or personality, but Whitney believes he could be exactly the kind of operator Berkshire needs to manage its enormous collection of businesses more effectively. That could matter because Whitney sees room for improvement inside some of Berkshire’s largest businesses. He points specifically to Burlington Northern and GEICO, arguing that both have underperformed comparable competitors and could benefit from tighter management under Abel. Whitney walks Matt through the methodology he has used to value Berkshire for more than 25 years: calculate the value of Berkshire’s cash and investments, then assign a multiple to the earnings generated by its operating businesses. His estimate comes to roughly $856,000 per A share, or $571 per B share. With Berkshire trading around $754,000 per A share at the time of the conversation, Whitney calculates that the stock is trading at approximately a 12% discount to his estimate of intrinsic value. Berkshire may never again compound at the extraordinary rates it achieved when it was smaller. But between its massive cash position, operating businesses, stock portfolio, and the possibility of better capital allocation under Abel, the company may be entering a very different — but still compelling — chapter. So can Berkshire Hathaway remain a Top Stock without Warren Buffett? CAN’T WATCH THE FULL EPISODE? START HERE: 2:41 – What Is Berkshire Hathaway? 7:51 – Buffett’s Investing Strategy 13:12 – Can Greg Abel Replace Buffett? 21:21 – Greg Abel’s Biggest Opportunity 28:32 – Warren Buffett’s Biggest Mistakes 36:36 – Is Berkshire Undervalued? ? ABOUT THE GUEST: WHITNEY TILSON Whitney Tilson is a former hedge fund manager and editor of Stansberry Investment Advisory. He has followed Berkshire Hathaway for decades and maintains an ongoing valuation of the company. He has also attended Berkshire annual meetings, met and spoken with Warren Buffett, and helped compile Buffett’s original partnership letters. ? ABOUT TOP STOCKS Hosted by investment analyst and economist Matt Weinschenk, Top Stocks goes beyond the headlines to analyze the companies and forces shaping the next decade of wealth creation. ? This episode was recorded in 2026. All market insights and valuations reflect conditions at that time. ⚠️ This content is for informational purposes only and should not be considered investment advice. Always conduct your own research or consult a qualified financial professional before making investment decisions. ? FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk | Instagram: @mattweinschenk | TikTok: @mattweinschenk #TopStocks #BerkshireHathaway #WarrenBuffett #BRKB #BRKA #WhitneyTilson #GregAbel #Investing #Stocks #StockMarket #ValueInvesting #Buffett #BerkshireStock #StockAnalysis #LongTermInvesting #WallStreet

? Discover the AI Opportunity Most Investors Are Missing Josh Baylin reveals how artificial intelligence is transforming drug discovery — and why some of the biggest opportunities could emerge at the intersection of AI and medicine. ? Watch free: https://AltmanVenture2026.com/ ?How Strong Are Your Investments? Go to https://GradeYourInvestmentsNow.com/ to get your investment grade and discover ways to strengthen your portfolio. ? Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. ? Learn more: https://TopStocksLetter.com/ Palantir has become one of the biggest winners of the AI boom — but after an incredible run, has the stock simply gotten too expensive? The business itself is hard to ignore. Palantir was deploying artificial intelligence long before ChatGPT made AI a household name. Its software is now deeply embedded across intelligence agencies, militaries, and major corporations — helping organizations connect massive amounts of data and use AI to make real-world decisions. And the financials are getting increasingly difficult to dismiss. In this episode, Matt Weinschenk sits down with True Innovations Report editor Josh Baylin to break down what Palantir actually does, why its technology may be so difficult to replace, and whether one of the hottest AI stocks on Wall Street can still be worth buying. They discuss: • What Palantir actually does — and why its “ontology” matters • How Palantir became an operating system for AI • Why its hands-on approach could create a powerful competitive moat • Whether Palantir deserves its controversial reputation • Alex Karp, governance, and the risks investors should understand • Why Palantir could benefit even if AI models become commodities • The incredible numbers behind Palantir’s growth and profitability • Why Josh compares Palantir today to Microsoft in 1988 • The 4-to-1 risk/reward setup Josh sees in the stock • Whether Palantir is still a Top Stock at its premium valuation Palantir’s valuation is difficult to ignore. But so is its growth. In the episode, Josh highlights an 85% year-over-year revenue growth rate alongside a 60% adjusted operating margin — giving Palantir a “Rule of 40” score of roughly 145. Matt also points to 11 consecutive quarters of accelerating revenue growth and nearly $3 billion in free cash flow. The bigger question is whether that growth can eventually justify a roughly $300 billion valuation. Josh believes Palantir’s advantage comes from where it sits in the AI ecosystem. Rather than competing directly with OpenAI, Anthropic, or other AI models, Palantir can sit above them — helping companies actually integrate AI into mission-critical operations. He compares the opportunity to Microsoft in 1988: the operating system has been established, but the bigger question is what can eventually be built around it. Matt agrees that the valuation is a major risk. But his conclusion is that Palantir’s path to growing into that valuation isn't completely unreasonable — especially if the company can continue compounding its position at the center of enterprise AI. So is Palantir the next great AI platform — or are investors paying too much for even an exceptional company? CAN’T WATCH THE FULL EPISODE? START HERE: 2:40 – What Does Palantir Actually Do? 5:30 – Understanding Palantir’s “Ontology” 9:24 – Why Palantir’s Business Model Is Different 13:17 – Palantir vs. Salesforce 16:00 – Is Palantir an “Evil” Company? 20:04 – Alex Karp & Palantir’s Controversial Reputation 23:53 – Governance, Super-Voting Shares & Key Risks 27:00 – Palantir’s Role in the AI Boom 28:58 – The Numbers Behind Palantir 31:03 – Josh’s 4-to-1 Risk/Reward Setup 36:21 – Is Palantir the Next Microsoft? 38:04 – How Palantir Is Being Used in the Real World 41:33 – Is Palantir a Top Stock? ? ABOUT THE GUEST: JOSH BAYLIN Josh Baylin is editor of True Innovations Report. He began his career at Bloomberg, Legg Mason, and SAC Capital before spending more than a decade working in AI and robotics. Today, he focuses on identifying the next generation of breakthrough technology companies. ? ABOUT TOP STOCKS Hosted by investment analyst and economist Matt Weinschenk, Top Stocks goes beyond the headlines to analyze the companies and forces shaping the next decade of wealth creation. ? This episode was recorded in 2026. All market insights and valuations reflect conditions at that time. ⚠️ This content is for informational purposes only and should not be considered investment advice. Always conduct your own research or consult a qualified financial professional before making investment decisions. ? FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk | Instagram: @mattweinschenk | TikTok: @mattweinschenk #TopStocks #Palantir #PLTR #Investing #Stocks #StockMarket #PalantirStock #ArtificialIntelligence #AI #AIStocks #GrowthStocks #AlexKarp #TechnologyStocks #StockAnalysis #WallStreet #Microsoft #EnterpriseAI #TechStocks

?Discover the Market Setup That Could Drive Stocks Higher Brett Eversole and his team explain why they believe the current secular bull market still has years to run — and the game plan for what comes next. ? Watch free: https://NextMarketMeltdown.com/ ? Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. ? Learn more: https://TopStocksLetter.com/ Netflix has been one of the greatest growth stories in stock market history — but after a roughly 50% decline from 2024, is the opportunity finally over? The business itself tells a different story. Netflix has grown to roughly 350 million subscribers, generates about $11 billion in free cash flow, and continues to expand through advertising, live sports, premium content, and new formats. Yet Wall Street remains worried that slowing growth and intensifying competition from YouTube, TikTok, and other streaming platforms could mark the end of Netflix’s incredible run. In this episode, Matt Weinschenk sits down with DailyWealth Trader editor Chris Igou to debate whether Netflix’s falling stock price has created an opportunity — or whether investors should wait for more confirmation. They discuss: • Why Netflix stock has fallen despite improving fundamentals • How live sports could help Netflix keep subscribers • The growing importance of Netflix’s ad-supported tier • What the Warner Bros. bidding battle revealed about management • Whether AI could make Netflix stronger — or threaten its advantage • How Netflix went from burning cash to generating billions • Why slowing growth may already be priced into the stock • The technical signal Chris is watching before buying • Whether Netflix deserves to be called a Top Stock Chris argues that Netflix still has meaningful growth ahead. Even if revenue growth slows into the low double digits, expectations discussed in the episode have free cash flow potentially climbing from roughly $11 billion today to about $20 billion by 2029. But he isn’t calling the bottom yet. His approach is simple: cheap, hated, and in an uptrend. For Netflix, he’s watching the 200-day moving average for evidence that the stock’s long-term trend has finally turned higher. So is Netflix a high-quality growth company temporarily out of favor with Wall Street — or has one of the greatest runs in stock market history finally reached its limit? CAN’T WATCH THE FULL EPISODE? START HERE: 0:00 – Intro: Can Netflix Still Double? 3:53 – Are We Still in a Secular Bull Market? 6:09 – What Happened to Netflix Stock? 10:03 – Netflix’s Strategy for Its Next Phase of Growth 11:24 – Why Netflix Is Betting on Live Sports 14:34 – Ads, Shorter-Form Content & the Battle for Attention 18:26 – Why Netflix Management Still Matters 21:00 – The Warner Bros. Deal That Almost Happened 25:57 – Could Netflix Be an AI Winner? 28:13 – Netflix’s Financial Transformation 32:05 – Is Netflix a Top Stock? 34:58 – The Technical Signal Chris Is Watching ? ABOUT THE GUEST: CHRIS IGOU Chris Igou is editor of DailyWealth Trader and a trend trader and analyst with more than a decade of experience at Stansberry Research. His approach combines valuation, market sentiment, and trend analysis to identify opportunities that are cheap, hated, and moving higher. ? ABOUT TOP STOCKS Hosted by investment analyst and economist Matt Weinschenk, Top Stocks goes beyond the headlines to analyze the companies and forces shaping the next decade of wealth creation. ? This episode was recorded in 2026. All market insights and valuations reflect conditions at that time. ⚠️ This content is for informational purposes only and should not be considered investment advice. Always conduct your own research or consult a qualified financial professional before making investment decisions. ? FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk | Instagram: @mattweinschenk | TikTok: @mattweinschenk #TopStocks #Netflix #NFLX #Investing #Stocks #StockMarket #Streaming #NetflixStock #GrowthStocks #ArtificialIntelligence #AI #LiveSports #YouTube #MediaStocks #StockAnalysis #FreeCashFlow #TechnicalAnalysis #WallStreet

? Watch Rob Spivey’s Free Space Presentation Discover why Rob believes some of the biggest opportunities surrounding SpaceX may extend beyond SpaceX itself. ? Watch free: https://TheSpaceXSecret.com/ ? Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. ? Learn more: https://TopStocksLetter.com/ SpaceX is finally public — but is it actually worth nearly $2 trillion? After digging into the company’s financials, Altimetry Director of Research Rob Spivey came away more optimistic than he expected. His argument: Investors shouldn’t think of SpaceX as one business. There’s Starlink, a rapidly growing connectivity business. There’s launch, where reusable rockets have transformed the economics of reaching space. And now there’s AI and xAI, which could dramatically change the valuation equation. But Matt isn’t convinced. In this episode, Matt and Rob debate: • What SpaceX’s financials really reveal • Why Starlink could become its most valuable business • SpaceX’s competitive advantage in launch • How xAI and AI infrastructure fit into the valuation • The biggest risks facing investors • Whether SpaceX can ultimately justify its enormous valuation So is SpaceX one of the market’s most exciting long-term opportunities — or are investors already pricing in too much of the future? CAN’T WATCH THE FULL EPISODE? START HERE: 0:00 – Intro 2:40 – How Much Is SpaceX Really Worth? 6:34 – What the Financials Reveal 11:39 – Why Starlink Could Drive Future Growth 18:37 – SpaceX’s Competitive Advantage 30:39 – The AI Opportunity 38:28 – The Biggest Questions for Investors 44:18 – Is SpaceX a Top Stock? ? ABOUT THE GUEST: ROB SPIVEY Rob Spivey is Director of Research at Altimetry and a CFA charterholder. He previously worked at the Abernathy Group and Credit Suisse and specializes in Uniform Accounting and fundamental equity research. ? ABOUT TOP STOCKS Hosted by investment analyst and economist Matt Weinschenk, Top Stocks goes beyond the headlines to analyze the companies and forces shaping the next decade of wealth creation. ? This episode was recorded in 2026. All market insights and valuations reflect conditions at that time. ⚠️ This content is for informational purposes only and should not be considered investment advice. Always conduct your own research or consult a qualified financial professional before making investment decisions. ? FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk | Instagram: @mattweinschenk | TikTok: @mattweinschenk #TopStocks #SpaceX #Starlink #ElonMusk #Investing #Stocks #StockMarket #SpaceInvesting #ArtificialIntelligence #AI #xAI #Tesla #RocketLaunch #SatelliteInternet #TechnologyStocks #GrowthStocks #Valuation #UniformAccounting

? Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. ? Learn more: https://TopStocksLetter.com/ Bitcoin is down 50%. Many investors think the bull market is over. But what if this is exactly what every Bitcoin cycle is supposed to look like? According to crypto analyst Eric Wade... This may not be the end of Bitcoin. It may be the beginning of the next accumulation phase. While ETF investors have been selling... Some of the world's largest Bitcoin whales have quietly been buying hundreds of thousands of coins. And if history repeats itself... Today's fear could become tomorrow's biggest buying opportunity. In this episode, we break down: Why Bitcoin's famous four-year cycle may still be intact... Why whale accumulation is telling a very different story than ETF outflows... How blockchain adoption continues accelerating even while crypto sentiment collapses... And why Eric believes Bitcoin's long-term fundamentals may be stronger than ever. Has Bitcoin finally broken the cycle... Or is this simply another chapter investors will wish they had bought? CAN'T WATCH THE FULL EPISODE? START HERE: 0:00 – Is Bitcoin Dead? 2:53 – Does the Four-Year Bitcoin Cycle Still Matter? 17:02 – The Real Fundamentals Behind Bitcoin 27:32 – Bitcoin Treasury Companies Explained 36:17 – Bitcoin, Inflation & The Economy 40:03 – What's Next for Bitcoin? ? In this episode of TOP STOCKS, host Matt Weinschenk sits down with crypto analyst Eric Wade to answer one critical question: Has Bitcoin's bull market finally ended... Or is this setting up to become one of the best buying opportunities in years? This conversation goes far beyond Bitcoin's price. It's about: • Bitcoin • blockchain technology • cryptocurrency investing • Bitcoin ETFs • whale accumulation • institutional adoption • Bitcoin treasury companies • inflation • macroeconomics • and where crypto could be headed next We break down: • Why Eric believes Bitcoin's four-year cycle is still alive • What whale wallet accumulation may be signaling • Why ETF outflows don't necessarily mean Bitcoin is in trouble • How the Bitcoin halving influences long-term price cycles • Why blockchain adoption continues growing behind the scenes • How institutions like Franklin Templeton are embracing blockchain technology • Whether Bitcoin treasury companies helped fuel the recent boom—and bust • Why Strategy (formerly MicroStrategy) has become so important to Bitcoin's price • How inflation, interest rates, and Federal Reserve policy affect crypto markets • What Eric is watching to identify Bitcoin's next major move • Why widespread Bitcoin adoption may still be in its early stages • And what could determine whether Bitcoin's next move is back toward all-time highs—or one final leg lower Whether you're a long-time Bitcoin holder or just trying to understand what's really happening in crypto... This episode offers a clear, data-driven look at one of the market's most misunderstood assets. ? ABOUT THE GUEST: Eric Wade • Editor of Crypto Capital • Cryptocurrency analyst with more than a decade of experience • Specialist in blockchain technology and digital assets • Focused on identifying high-potential crypto investments before they become mainstream ? ABOUT TOP STOCKS: Serious analysis on the companies and forces shaping the next decade of wealth creation. Hosted by Matt Weinschenk—investment analyst and economist with over two decades of experience—Top Stocks goes beyond headlines to explain how markets actually work. ⏱️ CHAPTERS: 0:00 – Is Bitcoin Dead? 2:53 – Does the Four-Year Bitcoin Cycle Still Matter? 17:02 – The Real Fundamentals Behind Bitcoin 27:32 – Bitcoin Treasury Companies Explained 36:17 – Bitcoin, Inflation & The Economy 40:03 – What's Next for Bitcoin? ? This episode was recorded in 2026. All market insights reflect conditions at that time. ⚠️ This content is for informational purposes only and should not be considered investment advice. Always conduct your own research or consult a qualified financial professional before making investment decisions. ? FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk Instagram: @mattweinschenk TikTok: @mattweinschenk #TopStocks #Bitcoin #Crypto #EricWade #Blockchain #Cryptocurrency #BTC #BitcoinETF #BitcoinHalving #CryptoInvesting #DigitalAssets #MicroStrategy #Strategy #Inflation #Investing #StockMarket