Insights on Investment Opportunities and Sector Analysis

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.