Stock Recommendations & Analysis - Next Power (solar applications) is considered a terrific stock and a buy, despite the speaker previously selling it too early [1][2] - Shark Ninja needs a favorable Supreme Court ruling on tariffs to reach a $120 price target, but the products are liked [4] - Leu Centric Energy is up 275%, and the speaker cannot recommend it further due to potential downside risk [5] - CRNC (Enterprise software) is not recommended [6] - Carpenter Technology (steel company) is a favorite and has moved up significantly [7] - Energy Transfer is in a sweet spot [8] - Siemens USA is undergoing changes with the appointment of Barbara Hampton and an acquisition of less common metals, but the speaker is not making exceptions to the end of a "year of magical investing" [10] Market & Investment Commentary - The "year of magical investing" is over [10][11] - The importance of managing downside risk is emphasized [6] - Long-term portfolio trust and course-steering are important in any market [11]