Trade Ideas for 2025

#136: Seventeen stocks to buy or sell in the year ahead.

Merry Christmas and Happy Holidays!

In this final post of 2024, allow me to tickle your neurons with trading ideas for 2025. Last year, we found success betting on the monetary easing cycle with precious metals and cryptocurrencies, along with some secular single stock winners like UTI. This year’s installment includes 17 ideas exclusive to the equity markets with ten longs, four short ideas, and three relative value pairs.

The names cover a wide range of industries and catalysts — orbital expansion, apparel upheaval, datacenter demands, energy storage, options arbitrage and more.

No time for dillydallying — here are my Trade Ideas for 2025: