$PDD - Ram's firm recently purchased PDD stock, indicating a strong bullish sentiment on the company.
$JXN - Ram's firm bought Jackson Financial, citing its attractive valuation, technical indicators, and strong fundamentals including buybacks and free cash flow.
$HC - Ram is bullish on healthcare stocks, describing them as undervalued quality businesses.
$NVDA - Ram views NVIDIA as relatively undervalued compared to other tech giants, particularly noting its PE ratio.
$FINANCIALS - Ram expresses a positive outlook on financial sector stocks, specifically mentioning banks and insurance companies.
$HOMEBUILDERS - Ram anticipates homebuilders will perform well based on his expectation that mortgage rates will decrease.
Bearish:
$BONDS - Ram argues against owning bonds, citing low real returns in the current inflationary environment.
$TSLA - Ram expresses strong skepticism about Tesla's valuation, emphasizing its high PE ratio.
$AAPL - Ram suggests Apple is overvalued, particularly when compared to NVIDIA's valuation.