3 Stocks With CRAZY Potential In November 2025

About this video

• Video Title: 3 Stocks With CRAZY Potential In November 2025
• Channel: ZipTrader
• Speakers: Not explicitly mentioned, but likely a single male speaker.
• Duration: 19:49

Overview

This video analyzes market conditions heading into November and December, discussing historical trends and factors influencing a potential year-end rally. It then dives into three specific stocks—Fermy Inc. (FRMI), TSMC (TSM), and Applied Materials (AMAT)—that the speaker believes have significant potential for growth, particularly in the context of AI, energy, and technological advancements. The speaker also touches on the significance of a recent US-China trade deal and the importance of rare earth minerals and nuclear energy.

Key takeaways

• Market Outlook: Historical data suggests November and December tend to be strong months for the market, especially in years where the S&P 500 has already seen significant gains. Factors like increased capex, potential rate cuts, dovish Fed appointments, and a weakening USD support a bullish outlook.
• US-China Trade Deal: The recent trade deal is expected to boost risk-on sentiment, reduce geopolitical risk, and benefit sectors beyond big tech, including manufacturing, EV, agriculture, and energy. It may also lead to increased corporate investment and buybacks.
• Rare Earths and Nuclear Energy: The US aims to reduce its reliance on China for rare earths due to national security concerns, potentially benefiting domestic suppliers. Nuclear energy is highlighted as a crucial component for meeting the rising electricity demands of AI and advanced technologies.
• Stock Pick 1: Fermy Inc. (FRMI): This AI-focused infrastructure REIT plans to build large data center campuses powered by on-site energy generation, including next-gen nuclear. Its connection to former Secretary of Energy Rick Perry and naming its campus after President Trump are seen as strategic advantages for securing government deals and political support.
• Stock Pick 2: TSMC (TSM): As the world's largest chip foundry, TSMC is a critical supplier for major tech companies and a key player in the AI boom. Despite being at all-time highs, its valuation is considered reasonable compared to peers, and its global expansion and technological leadership provide a strong competitive moat.
• Stock Pick 3: Applied Materials (AMAT): This company manufactures the tools essential for chip production, making it a "picks and shovels" play on the semiconductor industry. Strong demand, a significant order backlog, government backing, and its critical role in the AI and foundry expansion boom support its growth potential.