On this final episode of 2025, Bear and Drowsy host the show's first annual investor round-table with Brian Stoffel of Long-Term Mindset, WPR of Growth Investing Mastery, and Stock Novice. We took a look back at what surprised us in 2025, the stocks that moved the market and facilitated us to rethink our strategies, and highlighted some stocks and sectors we are watching for in 2026. And no end of the year show would be complete without some bold predictions for next year.
A must listen for all investors as 2025 comes to a close and 2026 is right around the corner!
Stocks Mentioned: NVDA, SE, MELI, FOUR, IREN, TTD, APP, RDDT, GOOG, ALAB, CRDO, and More
On this December 2025 episode, Bear and Drowsy provide their portfolio updates, talk through key new holdings and the AI trade, and discuss potential investing strategy changes. Bear discusses his big five holdings, while Drowsy discusses his worst month in a while and what he's watching for in NVDA, Axon, and more.
Stocks Mentioned: NVDA, AXON, AMZN, MELI, SE, IREN, NBIS, ALAB, GOOG, and More
On this special November 2025 episode, Bear and Drowsy check in again with John Rotonti of Bastion Fiduciary on his AI infrastructure playbook, how to understand the many facets of investing in companies powering the AI revolution, and what the next generation of investors are asking. We discuss several key infrastructure plays that are powering the AI data center buildout and how we are still in the early innings.
Stocks mentioned: NVDA, GOOG, MSFT, AMZN, VRT, ETN, ANET, URI, and More
On this October 2025 episode, Bear and Drowsy talk about lessons learned from investing in 2021 and what it means for 2025's crazy markets. The duo then talks about portfolio management strategies and Bear attempts an intervention for Drowsy due to his outsized NVDA position.
Stocks mentioned: NVDA, PLTR, AXON, MSFT, RBRK, FOUR, MELI, AMZN, ALAB and More
On this special October 2025 episode, Bear and Drowsy put on their lab coats and talk with Insight Molecular Diagnostics' (IMDX) Chief Financial Officer Andrea James on IMDX's strategy to build a moat in the race to democratize molecular diagnostics. Drowsy has one of his proudest investing moments. Bear, Drowsy, and AJ then discuss disrupting incumbents, what asymmetric investing opportunities and risks are emerging for IMDX, and a bit on broader investing strategies.
Stocks mentioned: IMDX, AXON, NVDA, and TSLA
On this special October 2025 episode, Bear and Drowsy talk with Brad Freeman of the StockMarketNerd newsletter on his investing style, how to ride out euphoria waves, cyber security investing, and his thinking on what's next for major market winners. We also discuss filtering out the noise and hit Brad with rapid fire questions on some of the most trending stocks in the investing world.
Stocks Mentioned: PLTR, AMZN, RBRK, UBER, DOUL, TSLA, MELI, HOOD, and More
On this August 2025 episode, Bear and Drowsy talk hyper growth plays, answer a successful listener question, and go over their monthly portfolio updates . Bear takes aim at neo clouds, like Nebius and Coreweave. Drowsy is inundated with awkward situations and holding his breath ahead of NVDA earnings.
Stocks mentioned: NBIS, CRWV, NVDA, ALAB, AXON, RBRK, AMZN, MSFT, APP, and More
On this special August 2025 episode, Bear and Drowsy talk with John Rotonti of Bastion Fiduciary on his investing toolkit, how to invest in high valuation markets, and a deep dive on his thinking of the next generation of AI infrastructure. We discuss how to filter through the noise, differing approaches towards valuing companies, and much discussion on AI, energy, and the needs of the future.
On this July 2025 episode, Bear and Drowsy talk the markets at the tippiest of tippy heights and how they are navigating some extreme valuations. Bear brings up names from past bull markets and talks his investing strategy. Drowsy talks recent buys and shelling out bets on the first $10 trillion dollar company.
Also, be on the look out for some additional Shooting the Bull episodes.
Stocks Mentioned: PLTR, AMZN, ALAB, AXON, TSLA, VEEV, PTON, META, RBRK, and More
On this June 2025 episode, Bear and Drowsy talk a rip roaring market and what their doing. Bear takes the under on the most richly valued stocks and deep dives on valuation metrics. Drowsy talks long term mindset and how he approaches holding 30 and 100 bagger.
Stocks Mentioned: PLTR, SNOW, LULU, NKE, TSLA, RDDT, APP, NET, CRWD, NVDA, OSCR, HIMS, AXON, and More
On this May 2025 episode, Bear and Drowsy talk about their investing journey, the genesis of their partnership and podcast, and monthly updates. Bear talks about his investing strategy and Drowsy has a run in with some so-called "doctors".
Stocks Mentioned: RDDT, AMZN, MELI, RBRK, NVDA, AXON, TTD, APP, and More.
Thanks To Our Listeners.
Introducing our new Podcast "Shooting the Bull With Drowsy and Bear", where we will talk stocks, investing, monthly portfolio reviews, and more.
Same guys from Twitter, now with an upgraded platform. Let the fun begin.