Youtube·2025-10-03 16:30Market Overview - The market is experiencing a pullback, with hedge funds and large investors taking profits and harvesting losses [2][3] - The government shutdown is noted as a potential future influence on market performance, although its current impact is minimal [3] Stock Picks Ion Q - Ion Q has seen a significant increase of approximately 75% over the last month, and the outlook remains bullish [3][4] - The company is expected to achieve double-digit growth of 10% to 14% over the next 18 months, indicating further potential for price appreciation [5] - Ion Q's stock is currently trading around $72, with a remarkable increase of over 675% in the past year [12] Newscale Power - Newscale Power has been downgraded by several financial institutions due to concerns about its financials and project execution [12][13] - The company is projected to grow by about 11% in the next 18 months, viewed as a value play rather than a high-growth opportunity [15][16] - Newscale Power's stock has increased by 125% year-to-date, reflecting strong interest in its technology [18] Morgan Stanley - Morgan Stanley is expected to see a stock price growth of 6% to 10% over the next 12 to 18 months, despite some near-term resistance in the financial sector [26][27] - The company is recognized for its strong performance in investment banking and wealth management, which are key revenue generators [29] - Currently trading just below $157, Morgan Stanley is considered a significant growth vehicle for investors [34]