Bits + Bips: Why Iran Is Trump’s Greatest Taco. Plus, Is Elon’s TeraFab ‘Bullshit’? – Unchained

Bits + Bips: Why Iran Is Trump’s Greatest Taco. Plus, Is Elon’s TeraFab ‘Bullshit’? – Unchained

Mentioned

Trump Fed Federal Reserve Mark Zuckerberg $BTC $NVDA $BRN $ZC

Market views

Bullish

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.

Not investment advice.