This Isn't Right – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Bullish:

$NVDA - Ram believes Nvidia is significantly undervalued, describing it as 'pretty darn cheap' and 'absurd'.
$TLT - Ram expresses a positive view on long-term Treasury bonds, suggesting TLT as a good investment idea.
$HC - Ram sees opportunity in healthcare but notes that stocks in the sector are relatively expensive.

Bearish:

$AAPL - Ram is short Apple despite personal reservations, indicating a strong bearish conviction.
$COST - Ram is shorting Costco due to its high valuation, potential consumer weakness, and exposure to imported goods.
$SPX - Ram believes there's a high probability of a bear market based on recent policy announcements.
$DEVMKTS - Ram suggests shorting developed markets due to mispriced valuations relative to earnings growth and inflation.
$INDUSTRIALS - Ram is bearish on industrials, questioning demand for companies like Caterpillar and John Deere in various markets.