1 Stock To BUY NOW In December 2025

About this video

• Video Title: 1 Stock To BUY NOW In December 2025
• Channel: ZipTrader
• Speakers: None explicitly named, but the transcript is a monologue.
• Duration: 13:31

Overview

This video discusses market trends and highlights a specific stock, The Metals Company (TMC), as a high-risk, high-reward investment opportunity. The speaker analyzes market seasonality for December and predicts an overall uptrend for 2025 with significant volatility, recommending a contrarian approach to capitalize on dips. The latter half of the video focuses on TMC's deep-sea mining operations, its potential value, and the geopolitical and environmental tailwinds supporting its growth.

Key takeaways

• Market Outlook for December and 2025: December historically shows a strong win rate for the S&P 500, often ending higher. The speaker predicts 2025 will be an uptrending year due to Fed rate cuts, capex, and money printing, but with significant volatility.
• Cryptocurrency Market Deleveraging: The crypto market is experiencing deleveraging, with Bitcoin breaking support levels, overleveraged players being washed out, and ETF outflows. The speaker alerted put options on MicroStrategy (MSTR) due to its high leverage and beta to Bitcoin.
• The Metals Company (TMC) Investment Thesis: TMC is a deep-sea mining company focused on polymetallic nodules containing nickel, cobalt, copper, and manganese, essential for the energy transition.
• Valuation and Arbitrage Opportunity: TMC's prefeasibility studies indicate a potential project value of around $23.6 billion, significantly higher than its current market cap of approximately $2 billion, presenting a substantial arbitrage opportunity.
• Geopolitical and Environmental Tailwinds for TMC: The US aims to counter China's dominance in rare earth minerals, supporting domestic deep-sea mining. TMC's operations are also presented as more environmentally benign than traditional mining methods.
• Regulatory Catalyst: Advancements in deep-sea mining rules by the International Seabed Authority are anticipated, with TMC being the purest publicly traded play on this development.