George Seay of Annandale Capital says the market is “tired” and earnings will decide whether stocks can rally into year-end. He shares the AI and energy stocks he likes, including Micron ($MU), Microsoft ($MSFT) and Antero Resources ($AR), and how he’d split new cash today.
00:00 Introduction
00:10 AI Stocks, Anthropic’s IPO and the Market Outlook
01:06 What Will Re-Energize The Market?
02:34 Big Tech Earnings, Stock Sell-Offs and Buying Opportunities
03:57 Top AI Stocks: $MU, $NVDA, $MSFT, $GOOGL and $ORCL
05:21 Best AI Stock Pick: Microsoft ($MSFT)
05:41 Amazon ($AMZN) and Apple ($AAPL) Valuations
06:03 Case For Buying Oracle ($ORCL)
06:27 AI Cloud Stocks and the Risks of Excessive Debt
07:08 AI Stocks to Sell and High-Conviction Picks
07:42 Energy Stocks, Oil Prices and the AI Investment Boom
09:39 Energy Stocks as an AI Hedge and Data Center Play
10:51 Top Natural Gas Stocks for Growth
12:14 Energy Stocks: Remaining Upside After a Strong Rally
14:17 Oil at $150 and Gas at $6: Economic Risks
15:18 Housing Stocks and the Outlook for Fed Rate Cuts
16:50 Streaming Stocks: Disney ($DIS), Netflix ($NFLX) and Skydance ($SKYD)
18:18 Portfolio Allocation: AI, Energy, Housing and Streaming
19:04 Rapid-Fire: This or That
Recorded: October 26, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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