On Episode 48 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman, Ram Ahluwalia and Riley Rosebee review Strength in Semis, The Russell 3000 All-Time Highs, The EV Bubble, Go Go Google, Next Gen Financial Analysis and Is Apple Overvalued?

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Chapters

Welcome (0:00)

Howard Goes Coast-to-Coast (4:22)

Walk Around the Market (5:33)

The Russell 3000 Rallies to All-Time Highs (6:20)

Small-Caps Outperform Large-Caps (8:15)

No Sign of Defensive Behavior (9:28)

Strength in Semis (10:43)

Welcome Ram Ahluwalia (12:29)

The EV Bubble (14:20)

Hyper EV Competition (16:26)

Pricing Power (21:02)

Shout Out Am Ahluwalia (21:55)

Is Apple Overvalued? (22:43)

Go Go Google (24:35)

Communications vs Technology (27:55)

AI Opportunities (29:52) 

China is Cheap (38:09)

E-Commerce Around the World (43:25)

Nu Bank New Highs (43:51)

Stalking Snapchat (46:30)

The New York Times (49:10)

Next Gen Financial Analysis (55:45)

Daylight Gains (1:03:10)

Featured Links

FinChat.io — https://finchat.io/ 

Howard’s Blog — https://www.howardlindzon.com/ 

JC’s Blog — https://allstarcharts.com/blog/ 

Pearl’s Prime Cuts — https://primecuts.substack.com/ 

Riley’s Blog — https://popularprice.beehiiv.com/ 

Follow Us on Twitter

Howard Lindzon — https://twitter.com/howardlindzon 

JC Parets — https://twitter.com/allstarcharts  

Phil Pearlman — https://twitter.com/ppearlman 

Ram Ahluwalia — https://twitter.com/ramahluwalia 

Riley Rosebee — https://twitter.com/be_rosebee