$NVDA - Ram sees legitimate value in technology stocks including Nvidia, which has fallen from $5 trillion to $4.3 trillion valuation, presenting accumulation opportunity for long-term investors.
$META - Ram has been accumulating Meta as part of high-quality technology names presenting value.
$BTC - Bitcoin showing strength as an early detector of money supply expansion, surging from weekend lows as geopolitical tensions ease.
Bearish:
$TSLA - Ram calls Tesla's $25 billion chip fabrication plans unrealistic given cash flow constraints and complexity, has been shorting the stock which is down 25% in recent months.