After being in crypto for 2 weeks and stocks for 8 years here are my theses on both:
Crypto:
NFTs are going to see a surge. No inherent value, but people have made a lot recently, which means a lot to spend on flexing. Elon recently tweeted something related to NFTs as well. @stonkcatsnft is my favorite play here.
Alts are going to continue to go crazy. A lot of alts provide high value and generate solid revenue. Some favorites are $ARB $RAY $ZCASH $BP.
Meme-crypto and meme-stock pairs are running memecoins. Stonk is leading meme-crypto and has a strong foot in meme-stock, which Robinhood is arguably leading. There is some uncertainty related to the tax token model, which does mean there is upside left as well. The memes that are good regardless of tax like ZCat and Allinu will probably last.
AI Projects like @musebooklol, @orbiodotso, @auto_protocols, and Nautilo by @Dan_Jeffries1 have a lot of potential to build something cool. Still looking for more projects that create strong utility for token holders.
Stocks:
$SPCX is undervalued. Rockets. X. Starlink. Grok. Datacenters. There are major catalysts for each.
$HOOD is undervalued. Increasing ownership in public equities, crypto, prediction markets, banking, and credit. Biggest consumer app of the financial markets.
AI Infra plays like $NBIS $MU still have a lot of upside. There is a lot priced in, but the r/r is great given that AI is just getting useful and adopted more. Mass consumer ($META) and business adoption ($PLTR) is inevitable imo.
I'm sorry... I just absolutely refuse to believe @vladtenev, billionaire, co-founder, chairman, and CEO of @RobinhoodApp, launched his own crypto blockchain and then spot listed $CASHCAT, the meme that sparked all activity on said blockchain, and it doesn't go to deca billions.