What stocks are on our naughty and nice list in 2025?

Miley Full Money starts now.

Welcome to Motley Full Money. I'm Travis Hoym, joined by Lou Whiteman and Rachel Warren. Santa is

already starting to deliver presents this year. So we thought it'd be fun to talk about some stocks on our

nice list and our naughty list. Lou, I want to start on the nice side. What stocks or executives

are on your nice list when you look back at 2025?

So it pains me to do this because I am so bored of just leaning into the Mag 7. But here I go. I am going to be my own worst enemy.

Tops on my nice list, it's alphabet. I can't help myself. Who would have thought that coming into the year?

Well, that's it exactly. With the narrative coming into 2025 was they were on the naughty list.

A lot of worries about Open AI and other AI innovations just destroying that search business.

How'd that play out? So much for that narrative, right? They are coming out of this year.

I mean, look, stocks up almost 70%. That's the best return among the Mag 7. They are the biggest name in autonomous, the biggest

name in streaming, no offense, Netflix. And increasingly, Gemini looks like the big winner here.

I mean, I guess all of the search issues aren't completely answered,

but there is at least a compelling answer to what becomes it as business. And it is very,

very nice, I think shareholders would say. What else? In the AI space, you got to think,

especially if you're looking at Meg 7, Nvidia's still had a really good year after just being

on an absolute tear. It's almost a value stock now. Right. So Santa is not going to criticize someone

for just doing what they were supposed to, I don't think. Santa, that is like sometimes just be a good

boy, Johnny. That's all you're asked to do. And NVIDIA, they didn't surprise anyone.

They weren't like the turnaround story, but look, they went out and did exactly what the Bulls

would hope. And again, very, very nice. You know, there is some more speculative stuff, too,

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