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Motley Fool Hidden Gems Investing

Can These Three 2025 Winners Keep Winning?

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 22 December 2025

⏱️ 23 minutes

🧾️ Download transcript

Summary

We look back to look forward and predict whether three of 2025's biggest winners can keep winning in 2026. Can Micron Technology (NASDAQ: MU), Robinhood Markets (NASDAQ: HOOD), and Newmont Corp (NYSE: NEM) beat the market again? Alicia Alfiere, Keith Speights, and Tim Beyers discuss: - What would drive outperformance for Micron. - Why 2025 was so good to Robinhood. - The macro factor Newmont investors shouldn't ignore. Tickers: Companies discussed: MU, HOOD, NEM Host: Tim Beyers Guests: Alicia Alfiere, Keith Speights Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Winners keep winning, right? You're listening. Mottley Fool Money.

0:25.6

Welcome, Fools. I'm your host, Tim Byers, and with me are two of my supernova colleagues,

0:32.6

Alicia Alfieri and Keith Spites. Friends, we are here to review some big winners from 2025.

0:44.2

And it's three of them. Micron Technology, ticker MU, Robin Hood Markets, ticker H-O-O-D, and Newmont Corp, or the former Newmont Mining, ticker N-E-M. These were all fully caffeinated stocks this year,

0:51.6

producing remarkable returns for those who've held.

0:56.3

And today we're going to talk through each of them and make a prediction about whether these

1:01.2

winners can keep winning, because as David Gardner likes to tell us, winners tend to keep winning.

1:08.1

So do these fit into that mold? And if so, what will winning look like?

1:13.3

So, Keith, Leisha, you're ready to dive in? You fully caffeinated? You ready to go?

1:18.8

Absolutely. Yeah, ready. All right. Well, let's do it. We're going to start with Micron.

1:26.0

Micron technology. So will Micron beat the market again in 2026?

1:30.3

Let me tell you, this was a big year for the maker of memory technology. These are memory chips.

1:38.3

So anytime you do, you have chips that do processing and you have chips that, you know, help to take the data

1:46.0

that you are going to do some processing and store that data, make that data available.

1:50.9

And that's what memory does.

1:52.8

And micro now perform the market by about 143% year-to-date.

1:57.3

That is outrageous.

1:59.4

So there's some reasons for this, and I'll give you some overview.

2:05.9

The financials for fiscal 2025 so far, but we can see revenue jumping to 49%, or this is what the

2:15.8

projections are for 37.4 billion gross margins expanding

2:20.6

to over 40%, really, really big numbers. We also have huge returns in terms of high

2:29.4

bandwidth memory. So this is a kind of technology that Micron has been leading the market in.

...

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