Is Apple Overvalued, Strength in Semis, The Russell 3000 Rallies to All-Time Highs and The EV Bubble — Trends with Friends EP. 48

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? Like and Subscribe if you enjoy the show. 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