Hedge Fund Tips with Tom Hayes - podcast - Episode 323 - December 24, 2025

·1 hr 23 min·5 clips

Intel, not Nvidia, was the number one performing AI stock in 2025, up 81%.

The episode begins with Tom Hayes wishing listeners a Merry Christmas and sharing personal anecdotes from a boat parade party in Orange County. He quotes Warren Buffett and Peter Lynch on success and investing philosophy. Hayes then transitions to media highlights, replaying segments from Fox Business and Yahoo Finance where he discusses AI surprises for 2026, noting Intel's outperformance over Nvidia in 2025. He predicts AI beneficiaries like Main Street businesses will outperform cost centers such as hyperscalers in 2026. Hayes emphasizes healthcare as a key sector, citing its undervaluation and historical outperformance in midterm election years. He delves into consumer spending data, highlighting strong growth despite low sentiment, and discusses macroeconomic factors like Fed rate cuts and potential fiscal stimulus. The episode includes detailed analysis of specific stocks: PayPal's agentic AI strategy, Pfizer's turnaround thesis with a 7% dividend yield, and Albemarle's lithium business update. Hayes also covers broader themes like small cap earnings growth, housing affordability, and sector rotations away from crowded trades like the Magnificent Seven. He concludes with an 'Ask Me Anything' segment, answering listener questions on stocks such as Selenis, Nike, and Goodyear Tire, providing brief opinions on each. Throughout, Hayes promotes his newsletter and investment services, encouraging listeners to share the podcast.

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