Are we in a bubble? The Impervious and I debate the question everyone is asking as the market again hovers around all-time highs. We talk about the IPO market and the crazy upward movements from offering prices for Airbnb, DoorDash and C3.ai. In industry specific news, we talk about the consequences of the $FEYE hack and the consequences for $CRWD, $NET and $OKTA. I make the case for two potential Stock Talking long-form recommendations that represent good value - $AZO and $FISV - and discuss what Disney's streaming announcements might mean for the stock. Sean offers two bull cases for mortgage originators ($RKT) and uranium ($UUUU, $CCJ), where prices actually are above 2018 & 19 levels. We take a look at rising expectations for inflation measured via treasuries and what that might mean for the market.