
Posted July 26, 2025
By Davis Wilson
My Portfolio Playbook: 📈 Stocks, 📉 Tariffs, 🪙 Crypto
Thank you for sending in questions and feedback!
I read every single email I receive. If you do not see your exact question below, your question is still most likely answered within another response.
So, I recommend reading these Q&As closely.
Let’s get to it.
Can you give me a rundown of the best high-quality stocks you’ve recommended? – Denise
I’ve talked about quite a few at this point. Here’s a rundown of my favorite:
Nvidia (NVDA) – The AI buildout is not stopping anytime soon, despite what some bearish investors think. Microsoft, Amazon, Meta, and Alphabet continuously reiterate their high spending plans for years to come. Nvidia is the largest beneficiary of this. As this buildout continues quarter after quarter, Nvidia’s stock should march higher.
Meta Platforms (META) – This company is one of the leaders and largest beneficiaries of AI. Meta has already seen major returns in their advertising business due to AI. The stock also trades at a very attractive valuation compared to the company’s growth prospects.
Rocket Lab (RKLB) – This is a longer-term investment opportunity. Rocket Lab is positioning themselves as a viable alternative to SpaceX. The company continues to show strong revenue growth and an increasing backlog. The company also trades at just a fraction of SpaceX’s valuation.
I’ve also got quite a few editions of SMASH, TRASH, or STASH, where I quickly give my take on reader-suggested stocks. You can view previous editions here, here, and here.
Plus, here’s a new theme I’ll be talking about more – lithium. During Tesla’s conference call this week, Elon talked about just how massive the battery space will become. This is great news for lithium, which just happens to be one of the most beaten-down industries in the market.
Any catalysts on the horizon you’re paying attention to? I’m ready to trade when you are! – George
Definitely, George. Two big catalysts I’m watching: earnings season and Trump’s reciprocal tariffs slated for August 1st.
Earnings are heating up, and with valuations stretched, any surprise (good or bad) can move stocks fast. I'm eyeing mega-cap tech, AI plays, and consumer names for trade setups. For next week’s earnings lineup click here.
Then there’s the tariff wildcard. After a 90-day delay, Trump’s proposed reciprocal tariffs could hit in just days. If they go into effect, we could see pressure on semis, autos, and retailers with global supply chains. It also throws a curveball at inflation and Fed expectations.
Plenty of volatility ahead. Let’s be ready to take advantage.
Do you recommend any Bitcoin or Ethereum ETFs? I'm old school and I'd prefer not to use a digital wallet. – Marcus
Thanks for the email, Marcus. If you want crypto exposure without touching a wallet, the simplest route is spot ETFs. For Bitcoin, check out IBIT (BlackRock) or FBTC (Fidelity) – both hold real Bitcoin and trade like stocks. For Ethereum, check out Grayscale Ethereum Mini Trust (ETH) or VanEck Ethereum Trust (ETHV).
These aren’t perfect substitutes for holding coins directly, but they’re great for traditional investors who want in on the crypto wave without the hassle.
Do you think we should continue to hold cryptocurrency? – Martin
Yes! I believe a small percentage of any long-term portfolio should be allocated to cryptocurrencies. I believe the risk of not owning crypto can be a lot more damaging to your future returns than the risk of losing a relatively small investment. You can read my full thoughts here.
How frequently do you plan to invest? – Scott
The recent runup in stocks has certainly decreased the opportunities to buy high-quality stocks/options at a discount. I’m in no hurry, however.
If I make a 0% return for a few weeks followed by a 5-10x return (that I’m aiming for here at The Million Mission), I’m still significantly outperforming most investors.
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Davis Wilson is attempting to make $1 Million in the stock market.
He’s starting with just $100,000.
That’s a 10X return on his money.
And the best part… He’s going to be closely documenting his journey for you to follow along – full transparency.
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Look for these alerts on Monday, Wednesday, and Friday to start, with an “Ask Davis” email on Saturday where he’ll respond directly to reader questions and feedback.
Inside each weekday alert, you'll find timely insights and investing opportunities that Davis is targeting in his own portfolio.
These will range from AI plays to cryptocurrencies to consumer staples.
No stocks or strategies are off limits for this audacious goal.
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