Three Momentum Stocks on the Move in November 2025

About this video

• Video Title: Three Momentum Stocks on the Move in November 2025
• Channel: Momentum Investor
• Speakers: (No speakers identified in the transcript)
• Duration: 00:05:34

Overview

This video discusses three momentum stocks that are showing potential for significant gains in November. The speaker highlights their current performance, future prospects, and reasons for optimism, particularly in the context of an ongoing bull market and historical November trends.

Key takeaways

• Market Outlook: Despite the current bull market being "long in the tooth," the speaker remains bullish in the medium to long term, noting that November historically performs well for stocks.
• Palantir (PLTR): Identified as a leading company in enterprise AI with no significant direct competitors. It achieved its first billion-dollar revenue quarter and is growing at 50% year-over-year. The speaker believes it could become a top 10 company by market cap and has recently made a new all-time high.
• Carmonyx (Implied - Transcript says "common space and defense" and "Karm"): This company operates in the space and defense sector, producing missile defense systems, hypersonics, and space launch capabilities. Its primary customer is the US Department of Defense, which is seen as a stable, well-financed client. The speaker suggests it could follow a growth trajectory similar to major defense companies and has already seen a 3x increase since its IPO.
• Tempest AI: This company offers an AI platform for drug discovery, genetic testing, and medical imaging, aiming to be the "Palantir of drug discovery." The speaker believes it has the potential to reach a new all-time high if it reports strong earnings, and even if it doesn't, the risk is manageable for the investor.
• Investment Strategy: The speaker emphasizes momentum investing and offers access to a "top 30 momentum stocks report" for November via a link in the description. They also mention the positive impact of recent Fed rate cuts and the upcoming holiday season (Thanksgiving and Santa Claus rally) on the market.