Is Apple Overvalued, Strength in Semis, The Russell 3000 Rallies to All-Time Highs and The EV Bubble

Welcome back to Trends with Friends!

On this week’s episode we review Strength in Semis, The Russell 3000 All-Time Highs, The EV Bubble, Go Go Google, Next Gen Financial Analysis and Is Apple Overvalued?

Select a timestamp to skip ahead. Please leave us a Like or Comment if you enjoy the show. 

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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 Ram 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)

And here are this week’s Featured Charts, 

The Russell 3000 Rallies to All-Time Highs

Financials Follow

Small-Caps Outperform

No Sign of Defensive Behavior

Strength in Semis

The US Dollar

Looking at the Mag 7

Tesla Weakness

Is Apple Overvalued? 

Communications vs Technology

AI Opportunities

China is Cheap

E-Commerce Around the World

Nu New Highs

Stalking Snapchat

New York Times KPIs