Welcome back to Smash, Trash, or Stash.

This is the no-BS series where I run through stocks/cryptos suggested by readers and give my recommendation:

• SMASH the Buy button → Strong Buy / High-Conviction Stock
• TRASH that stock → Hard Pass / Avoid for now
Or…

• STASH that stock on the watchlist → Keep on watchlist / Not ready yet but worth tracking

Let’s get to it:

Bitmine Immersion Technologies (BMNR) – SMASH the Buy Button

Bitmine is an Ethereum holding company.

It’s following a playbook similar to Strategy’s (formerly MicroStrategy) by building its balance sheet around direct crypto ownership.

The company is led by Tom Lee, a long-time technology bull I’ve followed for years.

He reminds me of James Altucher in a way – bold, optimistic, and sometimes ridiculed, yet often proven right over time.

I’ve been outspoken about the premium Wall Street has assigned these crypto treasury stocks, causing stocks to trade at double the value of their crypto holdings.

But that premium has vanished.

In fact, BMNR trades below the value of its Ethereum holdings.

That’s rare and a clear opportunity.

Let’s SMASH the buy button and ride the next crypto rebound.

Opendoor Technologies (OPEN) – TRASH It

Opendoor is a digital real estate platform that buys, renovates, and resells homes using data-driven pricing.

Its new CEO, Kasra Nejatian, has been at the helm for just three months.

He’s already uncovering waste and complacency within the company and steering it back toward growth and high-return projects.

But the problem isn’t the business. It’s the stock.

OPEN has become a meme trade.

It’s up 18x since July, driven by retail traders rather than fundamentals.

The company still isn’t profitable and its revenue outlook is shaky.

Could it go higher?

Absolutely. Meme momentum is powerful.

But I can’t recommend you invest your hard-earned money into a meme stock.

For that reason… TRASH.

Fiserv (FI) – STASH for Later

Fiserv is a global fintech firm that provides payments and financial technology infrastructure to banks, merchants, and businesses.

The company just announced a major turnaround with its new “One Fiserv” strategy focused on AI integration, operational excellence, and leadership changes.

This caused the stock to be cut in half over the last two weeks, leaving it at bargain levels.

But it’s too early to call this a bottom.

If the new strategy gains traction, FI could be a sleeper hit in 2026.

For now, let’s STASH this one on the watchlist and wait for confirmation.

Pure Storage (PSTG) – SMASH the Buy Button

Pure Storage builds high-performance data storage systems that power AI, cloud computing, and enterprise data centers.

The stock is up 36% in 2025, but importantly, earnings are keeping pace.

Analysts now expect $2.46 per share next year, up from $1.96 this year.

That kind of upward momentum shows real demand strength, not hype.

And as AI workloads continue expanding, companies like Pure are mission-critical.

This one’s a SMASH.

TMC The Metals Company (TMC) – STASH for Later

TMC is a deep-sea mining company focused on collecting polymetallic nodules rich in nickel, copper, manganese, and cobalt.

These are all critical materials for batteries, defense, and clean tech.

The company holds exclusive rights to some of the most resource-rich areas of the ocean floor, where nodules can be gathered with minimal infrastructure and environmental impact.

This story fits well during a Trump administration, which explains the 362% YTD surge even after a recent 50% pullback.

But the stock still runs mostly on hype.

TMC is years from generating revenue.

It’s an exciting concept, but not investable yet.

Let’s STASH it away for later and revisit when production nears.

Have a Stock or Crypto You Want Covered?

Send me an email at AskDavis@paradigmpressgroup.com with your pick.

No filters. No fluff.

Just real analysis from someone who watches markets every single day.