In This Episode, The Friends Cover:
• Analysis of Apple's price and time
• Reddit's IPO
• DJT stock
• Semiconductor stocks, such as Micron and Nvidia, and their cyclical nature
• Energy and commodity sectors
• Netflix and content companies
• Micron as an AI play
• Advice for picking stocks
• Home builders and nursing homes
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This episode is brought to you by Frec — Helping You Invest In The S&P 500 & Save On Taxes: https://frec.com/
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Skip Ahead:
00:00 Welcome and About Our Guest Ram
03:59 DJT and Reddit’s IPO
11:20 The Dot-Com Era
13:43 Priceline
15:30 Analysis of Apple's Price and Time
20:00 Bear Markets Hiding Under The Surface
26:55 Netflix and Content Companies
31:50 Apple’s Transition From Growth To Value
33:40 Micron ($MU) as an AI Play
37:42 Semiconductor Stocks and Their Cyclical Nature
40:45 Energy and Commodities
46:50 Cocoa Futures and Soybean Futures
48:25 Value Stocks
52:07 Trends With NO Friends (previously Price and Popularity)
59:47 Advice For Picking Stocks
01:02:15 Home Builders and Nursing Homes
01:05:47 Thanks For Listening
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Referenced:
• Trump’s Wealth Surges as DJT Stock Rises Again - https://www.barrons.com/articles/djt-...
• The Reddits by Paul Graham - https://www.ycombinator.com/blog/the-...
• Apple makes transition from growth stock to a value one, unsettling some -https://www.afr.com/technology/apple-...
• Trends With No Friends https://nofriends.beehiiv.com/
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Big Thank You To Our Guest:
• Ram Ahluwalia - https://twitter.com/ramahluwalia
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Where To Find Howard and Friends:
• Howard - https://stocktwits.com/howardlindzon
• JC - https://stocktwits.com/allstarcharts
• Phil - https://stocktwits.com/ppearlman
• Production and Marketing - https://penname.co/
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All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decisions.
