$ENERGY - Quinn's fund is long energy due to inflationary outlook, viewing it as one of the most interesting long positions alongside some emerging markets.
$GOOGL - Ram views Google as very cheap and believes the worst challenges for the company are behind them.
$SMALLCAP - Ram suggests small cap value and international value could be good investment ideas in the current market environment.
$EUBANKS - Ram considers European banks as a potential value opportunity, citing earnings growth and low PE ratios.
$BTC - Steven advocates for a long-term perspective on Bitcoin, suggesting it will outlast political changes.
Bearish:
$SPX - Quinn has been consistently bearish on the economy since January, expecting a recession due to various factors including tariffs, budget cuts, immigration changes, and Fed policy.
$COST - Ram views Costco as overvalued, describing it as being in a bubble with an unusually high PE ratio.
$AAPL - Ram suggests Apple could be vulnerable in a potential trade war scenario, particularly with Europe.