"We don't know the rules of the game yet" under the next Trump administration, says Jerry Sneed. He's cautious on the first half of 2025 despite showing optimism that the S&P 500 can break 6,100 by the end of the year. One space he believes will benefit under the new administration: digital finance. He talks about his top picks in Shopify (SHOP), Block (SQ), and Paypal (PYPL).