Welcome to the regular feature where we cut through the noise and get straight to the point: SMASH, TRASH, or STASH.

• SMASH the Buy button → Strong Buy / High-Conviction Stock

• TRASH that stock → Hard Pass / Avoid for now

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

Think of this as your fast-paced, no-fluff stock rundown where I’ll quickly call out which names are heating up and deserve a smash, which ones are crashing and ready to trash, and which still have enough promise to stash away for now.

No lengthy reports, no endless charts – just clear, concise calls to help you navigate the market’s madness.

Let’s jump in.

AST SpaceMobile (ASTS) – SMASH the Buy Button

I’m with James Altucher and Ray Blanco on this one.

AST SpaceMobile is one of the clearest small/mid-cap ways to play the next phase of the AI buildout: space-based infrastructure.

Their December 15 launch of BlueBird 6 is a major catalyst.

It’s the company’s first next-gen satellite and a real test of whether ASTS can deliver the high-power, high-bandwidth hardware that AI companies and government agencies are now racing to deploy.

The company has doubled its U.S. workforce to more than 1,800 employees, expanded to 500,000 square feet of manufacturing, and is now 95% vertically integrated.

That positions them well as AI pushes into orbit – where power, cooling, and scale are dramatically cheaper.

There’s also a quiet wild card: ASTS’s tech overlaps with the classified Golden Dome defense program. If they’re involved, the market hasn’t priced it in.

Volatile? Yes. Speculative? Yes. But the upside is real. SMASH.

Bit Digital (BTBT) – TRASH This One

Bit Digital is positioning itself as an ETH-heavy treasury and staking business after spinning off its high performance computing (HPC) unit. 

But that shift comes with some baggage. 

After the recent crypto selloff, nearly all ETH-treasury-style companies now trade below the value of the crypto they hold. 

BTBT is no exception: its NAV sits around $2.84/share while the stock trades near $2.37 as I write this. 

On paper that looks cheap, but the discount exists for a reason. 

Management continues to dilute shareholders, the company’s strategy keeps shifting, and the recent HPC spin-off could create legal headaches.

If you want to play a crypto rebound through an ETH-backed balance sheet, I’d stick with Tom Lee and BMNR.

XRP (Ripple) – SMASH the Buy Button

XRP – like most crypto assets – doesn’t trade on fundamentals. It trades on momentum, narrative, and the hope of catching a wave that turns into real money.

If XRP starts running again, it probably won’t be because of a breakthrough use case – but because people see it moving and pile in.

That might sound cynical, but that’s just how these assets behave: wealth creation drives attention, and attention drives capital.

That’s why I recommend having a deliberate allocation to crypto – with Bitcoin and Ethereum as your core, and XRP in the second tier.

Not because I’m convinced these tokens will reshape the financial system, but because a few might. And when they move, they tend to move fast.

Voyager Technologies (VOYG) – SMASH the Buy Button

I’m riding with James and Ray again on this one.

Voyager is a small-cap contractor building exactly the kind of space and defense technology the government is prioritizing right now – propulsion systems, advanced sensors, and key hardware for both missile defense and NASA’s space programs.

The company’s biggest near-term catalyst arrives soon with NASA’s Critical Design Review (CDR) for Starlab, the proposed replacement for the aging International Space Station.

CDR is the final technical exam before manufacturing begins, and a passing grade sets Voyager up for the real prize: April 2026 Phase 2 awards where NASA will select at least two companies to build the next space station

Only three companies are competing, meaning Voyager has strong odds.

And while Starlab is the headline, Voyager also has multiple proposals tied to the Pentagon’s Golden Dome missile-defense program.

This is a small cap with multiple shots on goal. It’s a SMASH.

Super Micro Computer (SMCI) – SMASH the Buy Button

Super Micro Computer supplies the infrastructure that makes AI possible.

The company builds high-performance servers and rack-scale systems used by hyperscalers, data centers, and anyone racing to expand AI compute.

It’s also one of the most volatile names in the entire AI supply chain.

The company was accused of accounting manipulation last year by short seller Hinderberg Research.

Plus, SMCI has a long history of swinging hard around earnings. When the company misses (or even just under-guides) the stock gets punished.

With that said, SMCI announced this week that a special committee assigned to investigate possible accounting manipulation found no evidence of misconduct.

That leaves SMCI trading at just 1x sales and 11x next year’s earnings.

Expectations have washed out, the multiple has compressed, and the setup looks skewed in our favor.

At these valuations I like the risk/reward a lot. Verdict: SMASH.

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.