Trends with Friends

In this candid interview, Vlad Tenev, co-founder and CEO of Robinhood, sits down with Howard Lindzon to reflect on the remarkable journey from a startup idea to a $40 billion company reshaping investing. Vlad recounts Robinhood's early days—pivoting from high-frequency trading software to mobile-first commission-free investing—and the challenges of fundraising and navigating regulation when no one wanted to back a brokerage startup.The conversation dives into pivotal moments: the explosive growth after Robinhood's waitlist launch, the GameStop crisis, and steering the company through intense public scrutiny during the COVID era. Vlad opens up about the evolution of his role as CEO, from scrappy founder to leading a 3,000-person company, and shares why his passion remains rooted in building new products—from prediction markets to digital banking.With reflections on competition, leadership, and the future of fintech, this discussion offers a rare inside look at the highs and lows of building one of the most influential platforms in modern finance.#Robinhood #VladTenev #StartupJourney #Fintech #Investing #Leadership #GameStop

Join Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Jeff Richards (GP at Notable Capital, $10B AUM) as they break down the chaos of today's markets and the long-term promise of AI and American innovation. From Tesla's fading dominance and the flood of Chinese EVs, to self-driving disruption, the flight from U.S. assets, and even betting on the next Pope—the crew covers it all. A full-spectrum conversation on growth, degeneracy, macro risk, and why patience may be the sharpest tool in your portfolio.

Join Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Tom Bruni from Stocktwits for one of the most explosive episodes yet. They unpack the “stupidest market crash ever,” the impact of tariffs, the chilling effects on AI innovation, and why the U.S. is suddenly operating like QVC in the ‘90s. With charts, rants, and raw insight, this episode cuts deep into the behavioral finance chaos, the degenerate economy, and what comes next for markets, startups, and the global tech race.

CoreWeave, AI Hype Cycles, and the New IPO CircusJoin Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Daniel Attia for a no-holds-barred breakdown of the tech industry's latest structured spectacle: CoreWeave. From dissecting shady IPO mechanics and AI-fueled financial engineering to the bigger questions about U.S. equity markets, public trust, and Nvidia's mega-run, this episode of Trends With Friends rips the curtain off the sausage factory of Wall Street.Whether you're a savvy investor, startup founder, or just trying to figure out WTF is going on in the economy, this episode is your public service announcement: you're on your own out here.

Join Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Yoshi Yokokawa, CEO of Alpaca, as they break down the latest market chaos. From Tesla's freefall and China's electric vehicle dominance to AI's growing role in fintech, this episode explores the future of investing, trading, and globalization. Yoshi shares insights on Alpaca's mission to power the next wave of brokerage innovation, the impact of de-globalization, and why APIs are revolutionizing global finance.

Join Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Luca Netz, CEO of Pudgy Penguins, for an episode packed with market chaos, crypto shake-ups, and the future of AI and branding. The crew dives deep into the Pudgy Penguins phenomenon, the massive shift away from US growth stocks, and how deglobalization is reshaping financial markets. Luca shares firsthand insights on navigating crypto's wild swings, his take on Trump's meme coin frenzy, and why community-driven brands like Pudgy Penguins are leading the next wave of digital culture.

Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guest Lewis Johnson (CIO of Capital Wealth Advisors) as they tackle the seismic shifts shaking up global markets. This episode of Trends with Friends covers everything from peak degeneracy in stocks to the rise of de-globalization, gold's record-breaking rally, and the brewing economic chaos under Trump & Musk's influence. The crew unpacks how defense stocks in Europe are soaring, why Waymo is taking over self-driving, and how investors should prepare for a world that looks nothing like the past decade.

Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guests Adeniyi Abiodun (Co-Founder of Mysten Labs and Sui) and Shomik Ghosh (Investor at Boldstart Ventures) for a jam-packed episode of Trends with Friends. This week, the crew dives into the wild world of crypto, AI, and global markets. From peak degeneracy in stocks like Tesla, Palantir, and Solana to Sui's rise in Web3 and why cybersecurity is more critical than ever, this episode has it all. Plus, insights on Nvidia's dominance, the next wave of Web3 consumer apps, and the geopolitical risks shaping the economy.

Join Howard Lindzon, Michael Parekh, and special guest Joe McCann, founder of Asymmetric, for a deep dive into the intersection of crypto, trading, and digital assets. This episode of Trends with Friends explores the explosive rise of DraftKings as the ultimate betting super app, the future of peer-to-peer crypto trading, and why China's tech revival with Alibaba and AI innovation is reshaping global markets. Joe shares insights from the front lines of the digital assets world, highlighting the Trump meme coin frenzy, Solana's resilience, and the next wave of Web3 consumer apps that will hide crypto under the hood for mass adoption.

Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guest Jimmy Hoselton, founder of Grass Clippings, as they break down the massive shift in golf, AI, and global tech power dynamics. From YouTube golfers outshining PGA pros to Apple cutting a game-changing AI deal with Alibaba, this episode of Trends with Friends is packed with insights on the creator economy, sports entertainment, and the geopolitical chess match unfolding between the U.S. and China.

Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guests Mike & Kass Lazerow as they dive into the storytelling in business, AI's impact on growth, and the hard truths of entrepreneurship. In this episode of Trends with Friends, we discuss Google's AI dominance, Palantir's explosive growth, and why Liquid Death is changing the game in consumer branding. Mike & Kass share insights from their upcoming book, Shoveling Shit: A Love Story, unpacking the real struggles of building a company, hiring the right people, and why focus is the ultimate startup cheat code.

Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guests Danny Frenkel and Alex Dajani from Punchup.live, as they break down the massive implications of DeepSeek's groundbreaking AI innovations. In this episode of Trends with Friends, the crew unpacks how DeepSeek's open-source advancements are reshaping AI and its ripple effects across the tech and business landscapes. They also dive into the role of creators in the digital economy, the growing importance of email as a direct connection tool, and why software is reclaiming its dominance over hardware. Don't miss this dynamic discussion packed with actionable insights!

Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guest Ariel Seidman, founder of HiveMapper, for a deep dive into the most exciting trends shaping the tech and financial worlds. From the rise of meme coins on Solana to the revolutionary decentralized mapping solutions, this episode of Trends with Friends covers it all.

Join Howard Lindzon, Michael Parekh, Phil Perlman, and special guest Josh Mohrer for a lively discussion on AI innovation, the evolution of venture capital, and the marketing leverage revolution. From Tesla's autonomous breakthroughs to TikTok's geopolitical battles, this episode of Trends with Friends unpacks the trends shaping our world—and the opportunities they bring.

Step into the world of trends, technology, and market insights with Howard Lindzon, Phil Pearlman, JC Parets, Michael Parekh, and special guest Packy McCormick! From Fart Coin to Nvidia's groundbreaking AI advancements, this episode dives into the intersection of innovation, humor, and strategy as we explore the opportunities and chaos shaping 2025.

This week we're joined by Tyler Denk (CEO of Beehiiv) and Ben Cahn (podcast host and trader), as we explore the evolving landscape of creator distribution, the renaissance of email newsletters, and the strategic role of AI in modern business. This episode dives deep into the future of digital publishing, platform independence, and the shifting dynamics of creator monetization. Recorded live on Tuesday, December 17th Charts: https://docs.google.com/presentation/d/12wMKaefpRjUIZUU4OvGFf7520Qyr8E_LmsHlB_RFijc/edit#slide=id.g27fac37c9b6_0_1 Key Topics Covered: • The problems with platform dependency and the "death by thousand substacks" phenomenon • How AI is reshaping business operations and productivity • The evolution of email newsletters as a primary distribution channel • Why owning your distribution matters more than ever • The role of network effects in modern tech platforms • How Beehiiv approaches creator monetization differently from Substack • The future of website building and content creation tools • Argentina's emerging market opportunity and market trends • Tesla, Elon Musk, and the power of storytelling in markets Skip Ahead: (00:00) Guest introductions (06:36) Death by a thousand substacks discussion (15:35) The power of email distribution (25:30) Platform dependency risks (31:28) YouTube's resurgence  (37:24) AI corner: Broadcom, AMD, Nvidia, and more (43:34) Beehiiv's AI approach and a look at other big AI players (50:42) Tesla and Elon Musk discussion (01:02:00) How Beehiiv approaches creator monetization differently from Substack (01:08:06) Trends with NO friends: Argentina markets (01:09:07) Market trends and closing thoughts Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Riley - https://stocktwits.com/coloradoriley  • Tyler Denk - https://x.com/denk_tweets • Ben Cahn - https://x.com/Buncahn • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/   Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join us for an exclusive deep dive into Bolero Corporation's transformation into Lucky Strike Entertainment, featuring executives Lev Ekster and Bobby Lavan. Discover how this entertainment powerhouse is revolutionizing location-based entertainment through innovative technology, strategic acquisitions, and a vision that extends far beyond traditional bowling. Recorded live on Tuesday, December 10th Brought to you by Lucky Strike Charts: https://docs.google.com/presentation/d/1HT2wLR-xkJ2b580SSUSUNz8qg7BU1woPVFEshnQMEw4/edit?usp=sharing Key Topics Covered: • The strategic rebrand from Bolero to Lucky Strike Entertainment • Evolution from a single NYC bowling alley to 360 premium entertainment locations • Integration of AI and technology in entertainment venues • Revolutionary approach to revenue optimization and customer experience • Expansion into water parks and family entertainment centers • The Professional Bowlers Association (PBA) ownership and media rights • Implementation of social media integration and gaming elements • Strategic vision for location-based entertainment market expansion Skip Ahead: (00:00) Show introduction and welcome (02:50) Introduction of Lucky Strike executives (04:08) Company history and evolution (07:58) Their design-forward approach  (10:56) Competitive/pro bowling and the popularity of the sport (14:27) Growth opportunities (17:00) Revenue model discussion (20:08) Gamification and AI integration (23:12) PBA tour and brand involvement (29:19) Charts with JC (37:00) Lucky Strikle's future growth initiatives (39:32) Market overview (40:23) Google's new quantum computing chip (47:32) The psychology of markets (51:25) Trends with No Friends: PriceSmart (52:40) Closing remarks Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Riley - https://stocktwits.com/coloradoriley  • Lev Ekster - https://www.linkedin.com/in/lev-ekster/ • Bobby Lavan - https://www.linkedin.com/in/bobby-lavan-274505107/ • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/   Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join an all-star panel featuring special guests Anthony Pompliano (Founder & CEO of Professional Capital Management) and Armando Gonzalez (Founder of Bigdata.com) as they dive deep into the evolving landscape of financial markets. From heated debates about Bitcoin versus bonds to practical applications of AI across industries, this episode explores the intersection of traditional finance and emerging technologies. Recorded live on Tuesday, December 3rd Brought to you by Bigdata.com Charts: https://docs.google.com/presentation/d/1h_Qfv5HNJYwNM99g3pnLU-WWrTW-Xeq_ZTNuzMZupuU/edit?usp=sharing Key Topics Covered: • Bitcoin's spectacular November performance and its broader implications • The great Bitcoin vs Bonds debate: Can Bitcoin surpass the bond market? • How AI is transforming industries from oil extraction to financial analysis • The rise of small-cap stocks and "trends with no friends" • The role of attention and meme culture in modern investing • How bigdata.com is revolutionizing financial data analysis • The generational shift in wealth-building: from real estate to Bitcoin • The practical applications of AI beyond chatbots and consumer applications Skip Ahead: (00:00) Intro and guest welcome (01:38) Bitcoin's November performance (11:30) BigData.com and AI discussion (20:07) Prompting and understanding AI responses (26:35) The great Bitcoin vs Bonds debate (38:33) Monthly charts with JC (40:34) Crypto over the years (46:56) Network effects: how they're changing (53:11) Book discussion with Pomp (57:39) The energy sector and AI (01:05:41) Trends with No Friends: $CRDO (01:10:20) Closing thoughts Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Anthony Pompliano - https://x.com/APompliano • Armando Gonzalez - https://www.linkedin.com/in/armando-gonzalez-a28572b/ • Riley - https://stocktwits.com/coloradoriley  • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/   Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join Frank Rotman of QED Investors for a deep dive into market behavior and the state of venture capital. This episode explores the intersection of traditional investing and new market dynamics, featuring insights on AI hype, market trends, and the difference between speculation and investment. Key Topics Covered: • The current state of venture capital and investment trends • How AI narratives are shaping investment decisions • The distinction between speculation and fundamental investing • Market breadth analysis and technical indicators • Small-cap and mid-cap market performance • The role of narrative in modern investing • Consumer discretionary sector strength • Infrastructure and "boring" investment opportunities Recorded live on Tuesday, November 26th Charts: https://docs.google.com/presentation/d/1UfNLXTfYLMwx1R_k49n04GHcqBIo3nESuPHNDEUQTsw/edit?usp=sharing Skip Ahead: (00:00) Guest welcome and tech issues (03:36) Market psychology and preparation (06:20) AI narratives and investment trends (13:20) Nvidia earnings (17:07) Semiconductors hitting new lows (18:53) Microstrategy vs Bitcoin (24:49) Financial nihilism discussion (39:20) S&P500 Trend Environment (48:18) Technology sector underperformance (51:54) Trends with No Friends: MasTec (53:45) Closing thoughts Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Frank Rotman - https://x.com/fintechjunkie • Riley - https://stocktwits.com/coloradoriley  • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/   Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Special guests Joe McCann and Ryan Rasmussen joined us this week to break down the meme coin phenomenon, Solana's rise, Bitcoin's potential as a national reserve, and the future of decentralized finance. We explore: • The explosion of meme coins and why they're capturing retail attention • How Solana is challenging Ethereum's dominance • The potential for Bitcoin to become a strategic national reserve • The role of blockchain transparency in trading strategies • Why traditional finance is watching the crypto space closely • The technological advantages of Solana over Ethereum • The seasonality of crypto markets and what it means for investors Recorded live on Tuesday, November 12th Charts: https://docs.google.com/presentation/d/18AoVyBwYzO6CTMRcLXRJmSLR020SyesadrlE8ogaNso/edit?usp=sharing Skip Ahead: (00:00) Introduction and Guest Lineup (02:06) Diving into Meme Coins (05:42) Comparing Meme Coins and NFTs (08:33) The Role of Culture and Speculation (10:21) Decentralized AI and Tokens (14:48) Transparency in Traditional Finance vs. Crypto (20:30) A Lively Debate on Future of Finance and Meme Coins (27:19) Explaining the Popularity of Meme Coins (32:46) On-Chain Analytics and Smart Wallets (36:10) Bitcoin as a Strategic Reserve (40:59) Solana vs. Ethereum: The Battle for Dominance (45:22) Technological Advantages of Solana (51:51) Trends with No Friends: Flutter Entertainment (53:52) Avoiding Seasonal Weight Gain Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Joe McCann - https://x.com/joemccann • Ryan Rasmussen - https://x.com/RasterlyRock • Riley - https://stocktwits.com/coloradoriley  • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/   Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

This week Mike Dudas joins us to cover the resurging crypto market and we explore Axon's innovations in public safety with Josh Isner. We cover: • The psychology behind Bitcoin's surge and its impact on altcoins • Axon's journey from Taser to a $40 billion tech powerhouse • The role of AI and VR in transforming police training • Geopolitical tensions affecting the semiconductor industry • Shopify's comeback and the evolving e-commerce landscape Recorded live on Tuesday, November 12th Charts: https://docs.google.com/presentation/d/1xjezdHNhb3jo6XpAwREJiu__ml65zfthpkdmQXs7eHE/edit#slide=id.g27fac37c9b6_0_1 Skip Ahead: (00:00) Introduction and crypto market update (01:50) Bitcoin hitting new all-time highs  (09:16) Mike Dudas on crypto market dynamics (17:37) Why we're long meme coins  (21:18) Altcoins waking up  (23:33) Solana  (26:29) 2025: What Mike is loving in Crypto (30:41) The resilience of Bitcoin (33:23) Josh Isner introduces Axon and its mission (36:27) Axon's $45.53B market cap (38:13) International expansion and product development at Axon (44:46) The worst part about being a public company (46:09) Taser consumer products and market demographics (58:21) Michael Parekh on Taiwan Semiconductor and geopolitical tensions (01:03:20) JC's technical analysis of semiconductor stocks (01:06:46) Shopify's resurgence and e-commerce trends Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Mike Dudas - https://x.com/mdudas • Josh Isner - https://x.com/JoshIsner • Riley - https://stocktwits.com/coloradoriley  • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/  Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

On this election day special, we dive into the potential market impacts of the  U.S. election, explore the latest in crypto, and discuss the staggering $9 trillion investment in AI compute. Joined by Zach Pandl from Grayscale, we cover: • How different election outcomes might affect Bitcoin and the broader crypto market • The future of Ethereum and its role in the financial system • Palantir's recent surge and the power of effective storytelling in the markets • The potential $9 trillion investment in AI compute and its implications • The changing landscape of crypto investing with the introduction of ETFs • Market sentiment on election day and how to navigate potential volatility • The importance of education and responsible investing in the crypto space Recorded live on Tuesday, November 5th Charts: https://docs.google.com/presentation/d/1iBA6QkOnd40bqKWeTmjoWvBE0MEbQ3eAjgav4dG0x94/edit#slide=id.g27fac37c9b6_0_1 Skip Ahead: (00:00) Welcome to election day (02:10) Stocktwits polls and market sentiments (05:35) Crypto market reactions to election outcomes (16:37) Ethereum's future  (18:57) Israel's stock market and tech innovations (21:29) Palantir's success and market storytelling (30:34) Pre-election jitters, behavioral economics, and human flaws (33:58) The role of futures and individual stocks (38:40) Sentiment composite (41:44) Bitcoin ETFs and a look at Microstrategy  (48:52) AI and compute investments (55:38) Phil's note to the 'losers' of the election  (58:28) Trends with No Friends: Frontdoor Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Zach Pandl - https://x.com/lowbeta_ • Riley - https://stocktwits.com/coloradoriley  • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/  Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join us as we dive deep into the world of crypto with Pranav Kanade from VanEck. We explore Bitcoin's recent breakout, the potential impact of crypto on the 2024 election, and the rising importance of stablecoins. Plus, we discuss the resurgence of Robinhood, the future of fintech, and much more. Topics include: • The recent Bitcoin breakout and its implications • How crypto could influence the 2024 US election • The growing importance of stablecoins in the crypto ecosystem • Robinhood's strategic moves in the crypto space • The potential of AI and its impact on various industries • Tech earnings and market trends • The rise of Helium and its innovative network model • Trends with No Friends: A look at Herc Holdings Recorded live on Tuesday, October 29th Charts: https://docs.google.com/presentation/d/1ietzehqGw-ozIHX3n6Z2hh7TlG-cbaDLHIYcb8K78a4/edit#slide=id.g27fac37c9b6_0_1 Skip Ahead: (00:00) Introduction (03:50) Analysis of big tech stocks and market trends (07:13) The AI tech wave (09:47) Nvidia and its market position (13:12) Google's AI strategy and market position (21:01) The potential of Perplexity (29:32) Bitcoin's recent breakout and market dominance (37:43) The rise of stablecoins and their potential (40:29) Robinhood's strategic position in crypto (50:58) Crypto's potential impact on the 2024 US election (55:12) Helium's innovative network model and recent developments (58:27) Trends with No Friends: Herc Holdings (01:00:35) Analysis of Philip Morris International vs Altria Group Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Pranav Kanade - https://x.com/vaneckpk • Riley - https://stocktwits.com/coloradoriley  • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/  Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Dive into the world of meme coins with Nicky Montana as we explore the explosive growth of this new asset class, its implications for traditional finance, and the cultural shift it represents. We cover: • The rise of meme coins and their billion-dollar market caps • How meme coins compare to traditional investments and "pink sheet" stocks • The role of community and culture in driving meme coin valuations • The potential for meme coins to disrupt traditional finance and VC models • The risks and rewards of investing in highly volatile assets • How on-chain analysis is changing the game for investors • The potential impact of AI on the future of meme coins and content creation • The financialization of attention and its implications for the future of investing Recorded live on Tuesday, October 15th Charts: https://docs.google.com/presentation/d/1e5TBk_6NS3HBth4Rxxc4oDJreKBIApMIMxCpGbWDBVU/edit?usp=sharing Skip Ahead: (00:00) Introduction and guest background (09:28) Past winners from Trends with Friends (17:00) The meme coin gold rush (22:47) Popcat and the billion-dollar meme coin phenomenon (27:09) Better than sports betting (30:11) What to look for when investing in meme coins (33:34) The risks and downsides of meme coin speculation (38:39) The potential for meme coins to disrupt traditional finance (49:56) AI's role (51:05) Nicky's upcoming appearance at Stocktoberfest (51:54) JC's analysis of cryptocurrency market trends (57:10) Trends with No Friends: $LOAR Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Nicky Montana - https://x.com/nickymontanaa • Riley - https://stocktwits.com/coloradoriley  • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/  Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

In this episode, we dive deep into India's booming stock market and digital economy with Yash from Stocktwits India. We explore the factors driving India's market surge, the impact of AI and semiconductors on global tech, and the shifting dynamics between India, China, and the US in the tech space. Key topics covered: • India's stock market boom and the factors driving it • The rise of retail investors in India • India's digital revolution and the impact of companies like Jio • The competition between India and China in the tech space • Semiconductor industry trends and their global impact • The potential of AI and synthetic content • Recent market trends in the US, including the performance of tech giants • Climate change and its potential market impacts Recorded live on Tuesday, October 8th Charts: https://docs.google.com/presentation/d/1hx57-ZSg2To8hhflFcdaLDLYgbaesyNlR4K-t2RFkPQ/edit#slide=id.g3096fa4265e_1_0 Skip Ahead: (00:00) Introduction and banter (01:58) Introducing Yash from Stocktwits India (05:18) Overview of India's stock market boom (13:50) The emerging internet market  (16:14) The impact of banning TikTok in India (19:02) Life and trading in Mumbai (21:15) Stocktwits India (24:04) Discussion on Swiggy IPO and India's IPO trends (30:30) Analysis of semiconductor industry trends (39:39) Google's NotebookLM and AI developments (43:54) Synthetic content (45:38) Low volatility vs S&P500 (56:20) Nvidia vs S&P500 (57:27) WhatsApp's dominance in India (01:02:10) Climate change and its market impacts (01:05:44) Trends with No Friends: Tractor Supply Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Riley - https://stocktwits.com/coloradoriley  • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/  Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join us for a deep dive into market trends with special guest Jeff Macke. We explore China's market breakout, retail trends heading into the holiday season, and the surprising comeback of nuclear energy driven by AI. Plus, insights on consumer discretionary stocks, the "degenerate economy" index, and more. Key topics include: • China's market resurgence and its implications for global markets • Retail trends and holiday season outlook, featuring Dave & Buster's as a potential winner • The unexpected revival of nuclear energy due to AI's massive power demands • Consumer discretionary sector rotation and its significance in the current bull market • The "degenerate economy" index and its components • Overlooked industrial stocks making new highs • Market breadth and global market trends Recorded live on Tuesday, October 1st Charts: https://docs.google.com/presentation/d/11-zgjXf-kBSI0fFnbd5iHD-sadf6HMwLgBDhMjTeKuQ/edit#slide=id.g27fac37c9b6_0_1 Skip Ahead: (00:00) Introduction and market overview (00:33) Special guest: Jeff Mackey (03:06) Discussion on China (16:55) Retail market insights (17:31) Dave and Buster's analysis (28:36) Home Depot and holiday sales (32:21) Supply chain disruptions and retail impact (34:54) AI and the nuclear power revolution (35:58) Energy demands and utility industry shifts (39:57) Market trends and sector rotations (48:08) Global market performance and divergences (54:04) Emerging industrial stocks (58:06) Degenerate economy and investment strategies Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Jeff Macke - https://x.com/JeffMacke • Riley - https://stocktwits.com/coloradoriley • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/  Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join Howard Lindzon and the Trends with Friends crew as they dissect the broadening bull market, China's comeback, Tesla's controversial valuation, and the exponential growth of AI. Featuring insights from Michael Parekh on Apple's AI strategy and Sam Altman's bold predictions for superintelligence. Key topics covered: • The broadening bull market and outperformance of previously lagging sectors • China's market reversal and potential implications for global markets • Apple's underappreciated AI strategy and new camera technology • Tesla's valuation debate: technical strength vs fundamental concerns • Sam Altman's predictions for superintelligence and OpenAI's massive funding round • The importance of physical fitness for investors and entrepreneurs —  Recorded live on Tuesday, September 24th —   Charts: https://docs.google.com/presentation/d/1geqpiyhGAw8m3unRhSCcLwumXbJsMxy8uXzq8WfmTUs/edit#slide=id.g2f2a51269e2_0_0 — Skip Ahead: (00:00) Introduction and Italy travel banter (03:40) Join us at Stocktoberfest in Coronado, CA from October 20-22 (08:03) Bull market discussion (12:56) Camera technology and Apple's AI strategy (19:15) Meta's Ray-Ban collab (22:04) China's market (32:15) $QFIN hitting new 3-year highs (34:18) $TSLA: Meme Stock or Market Leader? (42:45) Sam Altman's AI predictions and OpenAI funding (54:30) Trends with No Friends: DuPont (57:50) The importance of physical fitness —  Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Production and Marketing - https://penname.co —  Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/  —  Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join Howard Lindzon and Michael Parekh as they dive deep into the world of venture capital with Mike Maples Jr., founding partner at Floodgate Partners. This insightful conversation covers the evolution of VC from Web 2.0 to the era of AI, the importance of pattern-breaking in startup success, and the changing dynamics of founder-investor relationships. Key topics include: • The origins of Floodgate and Mike's journey in VC • The concept of "pattern breaking" in startup investing • The transition from mass computation to mass connectivity to mass cognition • The importance of valuation and return potential in seed investing • The future of AI and its impact on various industries • The delicate balance of being "founder friendly" while serving LPs • The potential for AI to create new consumer-focused breakthrough companies —  Recorded live on Tuesday, September 17th — Skip Ahead: (00:00) Introduction and Mike's background (05:40) The origins of Floodgate and early investments (14:15) Navigating the venture capital landscape (27:15) The role of founders in startups (32:30) The future of AI and its impact on various industries (38:08) What people miss about seed investing (44:14) Defining a circle of confidence and looking back on missed opportunities (50:40) What we're optimistic about: cognition and LLM's (01:01:53) The potential for AI in creating new consumer companies (01:08:04) Final thoughts on the future of venture capital (01:14:04) Founder-friendly investing —  Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon • Michael - https://stocktwits.com/MParekh • Mike Maples Jr. - https://x.com/m2jr • Production and Marketing - https://penname.co/ —  Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ —  Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join Phil Pearlman, JC Parets, Michael Parekh, and Larry Thompson as they dissect current market trends, from semiconductors to financials, and explore the future of AI in consumer tech. This episode covers: • The potential top in semiconductors and its implications for the broader market • Why financials are poised for outperformance in the coming months • Apple's AI strategy and its impact on personal health technology • Under-the-radar stock picks in the "Trends with No Friends" segment • The integration of AI into everyday devices and its societal implications • Technical analysis techniques for identifying market trends —  Recorded live on Tuesday, September 10th —   Charts: https://docs.google.com/presentation/d/1_pEGmgilFAbJ5U3jCQRxX6fl8I_Dbrf7MBjTX2BCbKA/edit?usp=sharing — Skip Ahead: (00:00) Introduction and semiconductor market analysis (06:17) We are at the beginning of the beginning of the AI wave (13:42) The case for financials outperformance (33:20) Bonds and yield curves (38:53) Apple's AI strategy and health tech innovations (51:32) The future of personal health data and AI assistants (58:57) Trends with No Friends: Aramark (ARMK) analysis (01:01:16) Closing thoughts and market outlook —  Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Michael - https://stocktwits.com/MParekh • Larry Thompson - https://x.com/hostilecharts • Riley - https://stocktwits.com/coloradoriley • Production and Marketing - https://penname.com —  Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ —  Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join Howard Lindzon, JC Parets, Phil Pearlman, and Michael Parekh as they dive into September market trends, the impact of AI across various sectors, and uncover hidden opportunities. This episode covers: • September seasonality and its impact on market sentiment • The broadening bull market and sector rotation • AI's influence on healthcare, robotics, and global competition • The case for continued strength in technology stocks • Under-the-radar stock picks in the "Trends with No Friends" segment • The state of the NFL and some lighthearted football predictions —  Recorded live on Tuesday, September 3rd  —  Charts: https://docs.google.com/presentation/d/1EtAgh2A-joOuM4AwaMe1WWU5B3oFjdnGOacwxmoPJyk/edit?usp=sharing —  Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Michael - https://stocktwits.com/MParekh • Production and Marketing - https://penname.co/ —  Skip Ahead: (00:00) Introduction and September market overview (04:16) AI's impact on semiconductors and data centers (12:20) The potential of AI in healthcare and robotics (20:09) Global competition in AI and technology (27:24) Monthly charts with JC (35:50) NYSE and DJ Industrial Average hitting new ATH's (36:55) Continued strength in technology stocks (39:55) Is Nvidia the greatest stock of all time? (42:20) Myopic loss aversion  (46:00) Global stock market review (49:13) Trends with No Friends: Lamar Advertising (LAMR) (56:27) NFL predictions and closing thoughts — Trends with Friends is brought to you by Stocktwits: ⁠https://stocktwits.com/ ⁠ — Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: ⁠https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/⁠

In this special episode of Trends with Friends, Howard Lindzon and Phil Pearlman are joined by a panel of experts to discuss the transformative power of AI, its implications for various industries, and investment strategies in this rapidly evolving landscape. Featuring Raja Doddala, Chris Camillo, and Michael Parekh, the conversation covers: • The current state and future potential of AI and robotics • The impact of AI on labor markets and productivity • Investment strategies for AI and related technologies • The role of data in AI development and scaling • Global competition in AI and robotics, particularly between the US and China • The importance of infrastructure and energy in supporting AI growth • Potential risks and challenges in AI investing —  Recorded live on Wednesday, August 28th  —  Charts: https://docs.google.com/presentation/d/1Z5lDcR9btEKhkI5qiu5mxxw1Tr7VLHZ3K8bXQBUMIrE/edit#slide=id.g28375c66b95_10_25 —  About Our Guests: Raja Doddala: Partner at Churchill Asset Management, focusing on venture and growth equity investments. Chris Camillo: Retail investor known for his "social arbitrage" investing strategy and host of Dumb Money. Michael Parekh: Former Goldman Sachs executive with extensive experience in tech investing and analysis. —  Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh • Raja Doddala - https://x.com/rdoddala • Chris Camillo - https://x.com/ChrisCamillo • Production and Marketing - https://penname.co/ —  Skip Ahead: (00:00) Guest introductions (06:07) The current state of AI and its potential impact (09:45) AI's effect on developer productivity (14:50) The transformative power of AI on labor markets (24:50) The importance of data in AI development (26:00) The role of robotics in the AI revolution (32:00) Visual data through robots (38:53) Global competition in AI and robotics (46:40) AI jumps ahead in valuations (49:30) AI scaling laws and their implications (01:01:08) Investment strategies for AI and related technologies (01:08:44) The importance of energy in AI infrastructure (01:13:05) Final thoughts on investing in personal health amidst rapid technological change

Join us as we explore the current state of the bull market, emerging trends in semiconductors and healthcare, and the growing impact of AI across industries. We discuss: • The broadening bull market and its implications for investors • The rise of semiconductors and healthcare stocks • How AI is reshaping various sectors, from tech to healthcare • The concept of the "degenerate economy" and its impact on investing • Emerging trends in voice AI technology • The state of the venture capital market and its effect on market sentiment • The risks and opportunities in the growing online gambling sector —  Recorded live on Tuesday, August 20th  Charts: ⁠https://docs.google.com/presentation/d/1O3GYd03SIuDsPTXlgZ6BOYzwIrbvpU5J89D_oDsMNb8/edit?usp=sharing⁠ —  Skip Ahead: (00:00) Introduction and market overview (03:06) "I survived the bear market" (05:56) NYSE Composite, DJ Industrial, S&P100 hitting ATH's (08:46) Market analysis and leveraging data (14:10) AI tools in market analysis (16:40) Sentiment shifts (20:25) Newsletter writers and the misdirection of money (23:10) US dollar trends and emerging market currencies (30:10) How headlines change the way we think (32:06) $HACK, on the rise (34:50) Healthcare sector trends and catalysts (36:15) Financials and industrials closing at ATH's (40:37) Drug companies have won (45:22) AMD's acquisition and AI job trends (47:46) Elon Musk's approach to AI and social media (51:35) Google vs Apple in voice AI technology (53:59) Venture capital market trends and challenges (58:44) Trends with No Friends: Flutter vs DraftKings (01:02:01) The impact of gambling apps on long-term investing —  Where To Find Howard and Friends:  • Howard - ⁠https://stocktwits.com/howardlindzon⁠  • JC - ⁠https://stocktwits.com/allstarcharts ⁠ • Phil - ⁠https://stocktwits.com/ppearlman⁠  • Michael Parekh - ⁠https://stocktwits.com/MParekh ⁠ • Production and Marketing - ⁠https://penname.co/ ⁠ —  Trends with Friends is brought to you by Stocktwits: ⁠https://stocktwits.com/ ⁠ —  Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: ⁠https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/⁠

Howard Lindzon, JC Parets, Phil Pearlman, Michael Batnick, and Michael Parekh dive into the current state of the markets, from Starbucks' resurgence with the news of their new CEO to the hidden bear market in venture capital. They cover: • Starbucks' turnaround strategy and the power of consumer habits • The disconnect between public and private markets • How AI is reshaping wealth management • The rise of exchanges and their data-driven advantage • Gold's global breakout and its appeal in uncertain times • The impact of AI on companies like Apple and the future of personal health tracking —  Recorded live on Tuesday, August 13th —  Charts: https://docs.google.com/presentation/d/1qEEmnJ1SaAw8F0wivbebxGkIzr-ke57l-2ysb2sPhfc/edit?usp=sharing —  Skip Ahead: (00:00) Introduction and Starbucks discussion (05:12) Apple's AI strategy and future potential (09:28) The hidden bear market in venture capital (16:35) Market sentiment and VIX analysis (21:42) AI's impact on wealth management (33:12) The future of personal health tracking (37:53) The rise of exchanges and their data advantage (52:35) Gold's global breakout and appeal (59:17) Closing thoughts on market trends —  Where To Find Howard and Friends:  • Michael Batnick - https://x.com/michaelbatnick • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Production and Marketing - https://penname.co/  —  Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ —  Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join Howard Lindzon, Phil Pearlman, JC Parets, and Michael Parekh as they dissect the recent market volatility, discuss the DOJ's ruling against Google, and share insights on navigating uncertain times. With over 100 years of combined market experience, our panel offers a calm perspective on the VIX spike and what it means for investors. — We cover: • The recent VIX spike and its implications for the market • Whether the current bull market is still intact • The DOJ's ruling against Google and its potential impact on big tech • The yen carry trade unwinding and its effects on global markets • Trends with No Friends: Overlooked stocks making moves • The importance of understanding your risk profile • Why panic selling during volatility is often a mistake • How to approach portfolio rebalancing in times of uncertainty — Skip Ahead: (00:00) Introduction and market overview (05:12) Understanding the VIX spike and its implications (14:03) Is the bull market still intact? (18:24) Google's antitrust ruling and impact on big tech (32:24) Michael Parekh on the DOJ vs Google case (37:13) Should you sell Google stock? (41:25) Recent acquisitions in the AI space (49:55) Explaining the yen carry trade (58:24) Trends with No Friends: Clearwater Analytics (CWAN) (01:00:16) Howard's picks: CBOE and Philip Morris International (01:02:53) Phil's advice on long-term investing plans (01:05:42) Understanding your risk profile in volatile markets — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Michael - https://stocktwits.com/MParekh • Riley - https://stocktwits.com/coloradoriley • Production and Marketing - https://penname.co/ — Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ — Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join us as we dissect the most compelling charts in the world: from Bitcoin's potential breakout to biotech's resurgence and the shifting landscape of global markets. We dive deep into market trends, exploring the "degenerate economy," AI's impact on various sectors, and why some stocks fly under the radar despite impressive performance. — This episode is brought to you by Stocktoberfest. Join us for a 2-day palooza in Coronado, CA: Get actionable insights on the latest investing trends. Learn about the hottest trends in alternative data products. Network with industry thought leaders: https://stocktoberfest.stocktwits.com/  — Skip Ahead:  (00:00) Introduction and Stocktoberfest (03:35) Bitcoin's long-term chart analysis (13:48) Politics influence on Bitcoin (18:00) Eyes on Solana  (22:33) AI apps (25:07) Biotech's breakout (31:52) NYSW Advance-Decline hitting new ATH's (37:30) Goldman Sachs (39:16) Global market trends (42:52) US vs. Global equities  (48:00) Trends with NO Friends: Spotlight on Alcon ($ALC) (55:45) Apple Intelligence and its potential impact (59:55) $VRT and AI infrastructure companies (01:02:10) Closing thoughts —  Referenced:  • Bill Miller - https://focusdst.com/bill-miller-an-investors-evolution-part-i/ • Caitlin Cook - https://x.com/deadcaitbounce?lang=en • Moonwalk Fitness - https://moonwalk.fit/ • Talkie AI - https://www.talkie-ai.com/ • Alcon - https://investor.alcon.com/stock-information/default.aspx —  Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael - https://stocktwits.com/MParekh  • Riley - https://stocktwits.com/coloradoriley  • Production and Marketing - https://penname.co/  —  Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/  —  Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

This week, we delve into Meta's partnership with Luxottica and the future of smart glasses, examine the implications of CrowdStrike's recent software glitch, and explore Howard's DGEN Economy index and its performance. JC provide's insights on market rotations from tech to financials and small caps, the resurgence of regional banks and transportation stocks, and Riley explains this week's Trends with No Friends pick for an underfollowed stock—TE Connectivity. — This episode is brought to you by Chart Art. The best trade ideas and analysis from the Stocktwits community. Delivered daily by 8 pm ET: https://chartart.stocktwits.com/ — Skip Ahead: (00:00) Meta to buy Luxottica? (07:35) Is the market correcting? (12:59) The size of the internet today (15:15) Challenges for OpenAI (23:51) JC's chart pick: large-, mid-, and small-cap financials (27:40) Howard's picks: Gold, Solana, and Bitcoin (32:44) The bullish nature of election years (36:45) A look back on TwF bets (38:20) CrowdStrike's software glitch and implications  (47:23) Other ATH's: healthcare, transportation, and more (54:26) TE Connectivity: An underfollowed gem (58:46) Howard's DGEN portfolio  (01:04:28) Stocktoberfest (01:05:25) StockTwits' new earnings call feature — Referenced: • Meta in talks to buy 5% stake in Ray-Ban maker EssilorLuxottica, WSJ reports: https://www.reuters.com/markets/deals/meta-explores-stake-ray-ban-maker-essilorluxottica-ft-reports-2024-07-18/ • AI: OpenAI's variable costs at AI Scale. RTZ #428: https://michaelparekh.substack.com/p/ai-openais-variable-costs-at-ai-scale?r=swr&utm_medium=ios&triedRedirect=true • Gary Marcus's Tweet: https://x.com/GaryMarcus/status/1816116071226868085 • Ben Thompson on the Crowdstrike crash: https://x.com/stratechery/status/1815393309084537292 • Howard's Degenerate Economy Index: https://gothematic.com/index/degencom?utm_source=www.howardlindzon.com&utm_medium=referral&utm_campaign=an-update-on-the-degenerate-economy-and-some-rules-and-advice • Stocktwits Calendar (tune in to listen to earnings calls live): https://stocktwits.com/markets/calendar • Stocktoberfest: https://stocktoberfest.stocktwits.com/ — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Michael - https://stocktwits.com/MParekh • Riley - https://stocktwits.com/coloradoriley • Production and Marketing - https://penname.co/ — Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ — Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

This week, we explore the strong bull market, focusing on how Robinhood and Goldman Sachs are making a comeback. We discuss the details of the European market, how different sectors are changing, and the relationship between smaller companies and big industrial giants. We also talk about why the New York Times' subscription model is doing so well, consider the idea of trading happening 24/7, and discuss how to classify tech companies. — This episode is brought to you by Stocktoberfest. Join us for a 2-day palooza in Coronado, CA: Get actionable insights on the latest investing trends. Learn about the hottest trends in alternative data products. Network with industry thought leaders: https://stocktoberfest.stocktwits.com/ — Skip Ahead: (00:00) Introduction and market overview (03:17) “It's a total shit storm for the bears”  (04:02) Robinhood's comeback and the "degenerate economy" (07:04) Goldman Sachs' renewed focus and success (10:55) Sector rotation, laggards, and leaders  (14:50) Classifying tech companies (18:01) The New York Times (23:10) The growing influence of AI content generation  (29:11) Sentiment analysis and market context (35:23) Lazy thinking vs. deep analysis (40:00) New AI developments (44:45) OpenAI's five stages of AI development (51:07) Geo Group (53:24) 24/7 trading insights from Robinhood (54:34) The EU market (58:35) Closing thoughts: Don't do anything stupid in a bull market —  Referenced: • Robinhood: https://robinhood.com/us/en/ • Goldman Sachs: https://www.goldmansachs.com/ • Uber: https://www.uber.com/ • The New York Times: https://www.nytimes.com/ • World: https://www.nytimes.com/games/wordle/index.html • Jeff Bezos: https://en.wikipedia.org/wiki/Jeff_Bezos • Marc Benioff: https://en.wikipedia.org/wiki/Marc_Benioff • Ben Horowitz: https://en.wikipedia.org/wiki/Ben_Horowitz • Elon Musk: https://en.wikipedia.org/wiki/Elon_Musk • Perplexity: https://www.perplexity.ai/ • Strava: https://www.strava.com/ • Netflix: https://www.netflix.com/ • Cognitive miser: https://en.wikipedia.org/wiki/Cognitive_miser#:~:text=Fiske%20and%20Taylor%20argue%20that,strategies%20that%20economise%20complex%20problems. • Michael Parekh's Newsletter: https://michaelparekh.substack.com/ •Hinge: https://hinge.co/ —  Thank You To Our Guest: • Michael Parekh - https://www.linkedin.com/in/michaelparekh/ — Where To Find Howard and Friends: • Howard Lindzon - https://stocktwits.com/howardlindzon • JC Parets - https://stocktwits.com/allstarchart • Phil Pearlman - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ — Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/ — Robinhood, Goldman Sachs, The New York Times, sector rotation, small caps, tech companies, European market, personal data

Join us for a discussion with Barry Ritholtz and Michael Parekh as we explore the current state of the markets, the impact of EU regulations on big tech and small businesses, and the debate around data ownership and fair use in the AI era. We dive into why all-time highs are bullish signals, the challenges facing small-cap companies, and how AI investments today compare to previous tech revolutions. — This episode is brought to you by Chart Art. The best trade ideas and analysis from the Stocktwits community. Delivered daily by 8 pm ET: https://chartart.stocktwits.com/— Skip Ahead: (00:00) Introduction and Wimbledon experience (05:25) JC on NASDAQ100 vs S&P500 (09:18) Goldman Sachs in the 90s vs today (11:45) Excel's impact on the financial industry (13:32) All-time highs (15:30) Biotech and small cap performance (17:37) Unprofitable companies in different market cycles (19:42) The value of the "Magnificent Seven" tech stocks (21:25) The changing dynamics of the luxury market (27:40) Ferrari as an indicator for the consumer  (32:10) What could change the current bull market? (34:00) Financials making all-time highs (35:40) What's making us nervous (39:00) Politics and markets (45:40) EU regulations and their impact on tech companies (52:41) AI and the debate over data ownership (56:40) Goldman Sachs report on AI investments —  Referenced: • Wimbledon - https://www.wimbledon.com/index.html • Matteo Berrettini - https://www.instagram.com/matberrettini/?hl=en • Michael Batnik - https://x.com/michaelbatnick?lang=en • Goldman Sachs report on AI investments - https://www.goldmansachs.com/intelligence/pages/gen-ai-too-much-spend-too-little-benefit.html —  Thank You To Our Guests: • Barry Ritholtz - https://ritholtz.com/ • Michael Parekh - https://www.linkedin.com/in/michaelparekh/ — Where To Find Howard and Friends: • Howard Lindzon - https://stocktwits.com/howardlindzon • JC Parets - https://stocktwits.com/allstarcharts • Phil Pearlman - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ — Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join us as we explore the booming Indian stock market, Amazon's innovative strategies against Chinese competition, and how AI is reshaping our understanding of common knowledge. We also dive into Tesla's recent surge and the potential for big tech companies to unlock value through spin-offs. — Skip Ahead: (00:00) Introduction and Tour de France (04:24) Tesla's recent performance and consumer discretionary stocks (08:01) Amazon breaking out to new all time highs, and a look at the “Amazon's” of other countries (11:50) Nike, Lululemon, Starbucks: taking a hard hit (13:25) Amazon's strategy against Chinese e-commerce competition (17:24) Regulatory challenges for big tech in Europe and the US (21:41) Potential for big tech spin-offs (26:06) The history of spin-offs vs. spin-offs today (30:20) How Goldman's involved (30:50) How India is benefitting (33:00) India's booming stock market (36:40) Relative strength and what to expect the next 30 years (37:41) Specific Indian companies showing promise (42:15) The growth of cricket and sports investment in India (44:04) Headlines getting worse, opinions getting dumber… what should we be worried about? (46:18) AI's impact on common knowledge (48:30) “Grift" and the importance of optimism in investing — Referenced:  • Tour de France: https://www.letour.fr/en/ • THEMOVE on Apple Podcasts: https://podcasts.apple.com/us/podcast/themove/id1254370585 • Shoe Dog: https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike-ebook/dp/B0176M1A44 • Shein: https://us.shein.com/ • Temu: https://www.temu.com/ • One Medical: https://health.amazon.com/prime • AWS: https://aws.amazon.com/?nc2=h_lg • Oracle: https://www.oracle.com/ • Make My Trip: https://www.makemytrip.com/?ccde=us — Big Thank You To Our Guest: • Michael Parekh - https://www.linkedin.com/in/michaelparekh/ — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ —  Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ — Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Michael Parekh is a former Goldman Sachs executive with over 20 years of experience, who now focuses on investing in and analyzing technology trends. He's known for his deep understanding of semiconductor, internet, and AI industries. We're excited to have him back as our first 2x guest on the show. Together we cover: • The AI tech value stack and its implications for investors • How companies like Apple and Amazon are leveraging AI  • The role of data in the AI revolution • How Apple is positioning itself in the AI race • The potential of AI in healthcare and personal wellness • The future of Tesla and its AI ambitions • "Health with a capital H" (traditional healthcare) vs. "health with a small h" (wellness and preventive care) • Why you shouldn't overlook small-cap stocks, particularly in the financial sector • The rise of Chinese EV manufacturers and their potential impact on the global market — Skip Ahead: (00:00) Welcome banter (01:50) Stocktoberfest (04:25) Michael Parekh (05:12) How to model and understand the value stack (10:50) Data is changing the game (14:30) Social relative data (15:20) Will health be the next big trend? (18:30) How Apple turned AI on it's head (24:30) This is just the beginning (25:46) Should you bet on Amazon? (35:25) The future of personal health data (39:28) Amazon's multi-billion dollar acquisitions  (40:55) Health: after we're sick vs. before we're sick (43:29) Life360  (45:59) Bitcoin vs Gold (49:29) Solana (51:05) We've reached grift exhaustion (54:00) Consumer discretionary (56:14) Tesla's AI Strategy (01:00:43) Small caps (01:02:55) Trends with NO Friends (01:05:30) Health tips with Phil (01:09:41) Closing thoughts — Referenced:  • AI: Building Value over Time - https://michaelparekh.substack.com/p/ai-building-value-over-time • JC's Tweet - https://x.com/allstarcharts/status/1805599709479698538 • Life360 - https://finchat.io/company/NasdaqGS-LIF/industry/ • Bernie Madoff - https://www.investopedia.com/terms/b/bernard-madoff.asp — Big Thank You To Our Guest: • Michael Parekh - https://www.linkedin.com/in/michaelparekh/ — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ —  Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ — All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

This week we're joined by old friend Ryan Detrick. As Chief Market Strategist at Carson Group, Ryan leverages over two decades of financial expertise to guide the firm's investment strategies. He co-hosts the popular "Facts vs Feelings" investing podcast and holds the Chartered Market Technician (CMT) designation. In this week's episode we talk about: • How the Carson Group approaches the allocation of assets • Advice for young people on getting into investing • The rise of momentum trading and why you should tread carefully • Breadth expansion and sector rotation • Why Ryan is bullish on small caps • The current state of private markets • Inflation and rate cuts, and what it means for the market • Why you should consider becoming a Charted Marketing Technician (CMT) — Skip Ahead: (00:00) Welcome banter (02:41) About our guest Ryan Detrick (03:59) Q4 of 2022: Why Ryan was and continues to be bullish (06:01) How the Carson Group approaches asset allocation (09:13) Advice for young people on getting into investing (13:30) Stocktoberfest (15:35) Making sense of momentum trading (18:15) Why you need to tread carefully with momentum ETFs (21:50) What Ryan is looking for: credit spreads and advanced decline lines (23:50) What JC is looking for: a group of stocks leading a downturn (25:46) Breadth expansion and sector rotation (27:15) Fundamental analysis and trends (29:28) Industrials vs consumer discretionary (32:07) Don't fight papa DAO (34:52) Trust the data not the headlines (38:00) Why Ryan is bullish on small and mid caps (41:24) The volatility of rates and what it means for the market (42:50) The state of private markets (46:15) Charted Marketing Technician (CMT) (50:48) Inflation and rate cuts (55:13) Productivity (57:35) Thanks for listening — Referenced: • Carson Group - https://www.carsongroup.com/ • Burt White - https://www.carsongroup.com/insights/blog/team-members/burt-white/ • Stocktoberfest - https://stocktoberfest.stocktwits.com/ • LPL - https://www.lpl.com/ • Aaron Rodgers - https://x.com/aaronrodgers12?lang=en • Tucker Carlson - https://tuckercarlson.com/ • Shai Goldman's Tweet on First Time Fundraising - https://x.com/shaig/status/1802152611358904651 — Big Thank You To Our Guest: • Ryan Detrick - https://x.com/RyanDetrick?ref_src=twsrc^google|twcamp^serp|twgr^author — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ — All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

This week, we're joined by Anthony Pompliano (Pomp) — a renowned entrepreneur and technology investor with a massive following on Twitter. Pomp is also the host of a popular podcast, The Pomp Podcast, and writes a widely-read newsletter, The Pomp Letter. We cover: • How the pandemic and government actions have reshaped financial markets and the economy • Pomp's thoughts on Bitcoin and altcoins • Why buying the market at the all-time is better than trying to time the market • Why investors on Wall Street are no different than degenerate crypto investors • The changing landscape of venture capital and the public markets • A case for why Elon deserves his $50 BILLION payday • Why Apple continues to dominate • And so much more — Skip Ahead: (00:00) Welcome banter (02:53) Is NYC back? And a look back at the pandemic (07:09) Market volatility, and why you need a strong stomach (09:28) Degenerate investments: nurture vs. nature (11:13) The grift economy (13:50) Mr. Wonderful: asshole, jerk, or nincompoop?  (17:25) The Fed's response to Covid (20:17) Ties are back  (23:04) The Public Market Pivot (33:33) Changing market trends and the impact of recency bias (36:00) The importance of mentorship in investing (40:47) Investors on Wall Street are no different than crypto degenerates  (44:29) The integration of crypto into public markets (50:47) Apple, Tesla, and consumer discretionary (54:37) S&P 500: Weighting of top 3 holdings (58:17) Bull markets: The past, present, and future (01:00:03) Investing is a sport (01:01:44) Tesla: Selling puts (01:04:00) Stocktwits Chart Art  (01:05:26) Apple speculation (01:09:30) Shoutout to boring investors  — Referenced: • Chart Art -  https://chartart.stocktwits.com/ • Kalshi - https://kalshi.com/ • Ben Thompson - https://stratechery.com/about/ • Jeff Brown - https://www.brownstoneresearch.com/authors/jeff-brown/ — Big Thank You To Our Guest: • Anthony Pompliano (Pomp) - https://www.anthonypompliano.com/ — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

This week we're joined by Tyler Denk — the Co-Founder and CEO of Beehiiv. Beehiiv is an all-in-one platform for newsletter creators, launched in 2021, that has rapidly gained traction for its innovative features and focus on creator needs. Before founding Beehiiv, Tyler was a product lead at Google and a senior product lead at Morning Brew. In this episode, we cover: • How Beehiiv is revolutionizing content infrastructure • The power of owning an audience through email newsletters • The shift towards first-party data and email-centric content distribution • Substack vs. Beehiiv • Why this bull market still has legs • Challenges and opportunities in AI and decentralized platforms — Skip Ahead: (00:00) Welcome (01:46) Some background on Tyler and Beehiiv (06:16) Reflections on the negotiation (08:25) Twitter, Boost, and early days at Morning Brew (12:14) First-party data and the power of owning your audience (14:27) Biggest day-to-day concerns at Beehiiv (16:08) JC's wine newsletter (17:04) Monetization and boost network (18:40) The role of aggregation and curation in content platforms (21:25) The TAM of Beehiiv and their talent initiative (25:25) Beehiiv's verticals (29:10) Most interesting charts in the world: S&P and Nasdaq (30:20) Bitcoin, Solana, and Binance all reaching former highs (30:50) The fab 5 (34:15) Challenges and opportunities in AI and decentralized platforms (37:40) Nvidia impact on stocks (39:30) How Beehiiv is thinking about AI (40:42) Jonathan Krinsky's SPX predictions (43:02) What's happening with software (44:30) Penny stock trading on the rise (47:15) Decentralization trends (49:30) Protecting your momentum and managing your cap table (53:20) Substack taking a big risk (55:28) Trends with NO Friends: Warrior Met Coal (56:46) See you next week — Referenced: • Beehiiv - https://www.beehiiv.com/ • Morning Brew - https://www.morningbrew.com/daily • Business Insider - https://www.businessinsider.com/ • Klaviyo - https://www.klaviyo.com/ • Mailchimp - https://mailchimp.com/ • Wordpress - https://wordpress.com/ • Substack - https://substack.com/ • Facebook Bulletin - https://about.fb.com/news/2021/06/introducing-bulletin-a-platform-for-independent-writers/ • Fred Wilson - https://x.com/fredwilson?lang=en • Punchup - https://punchup.live/ • Jonathan Krinsky - https://x.com/jkrinskypga?lang=en — Big Thank You To Our Guest: • Tyler Denk - https://www.linkedin.com/in/tyler-denk/ — All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

This week we're joined by Om Malik — a San Francisco-based writer, photographer, and investor with three decades of experience in Silicon Valley. We cover: • Apple, and whether they are underperforming • The need for empathy in the tech industry • Technology vs. the spectacle of technology • Our favorite products and acquisitions • Consumer Discretionary reaching new ten-year lows • Personal reflections on health and wellness — Thanks to our sponsor, Public. Public is an investing platform where members can build a portfolio of stocks, bonds, options, ETFs, crypto, and alternative assets—plus get an industry-leading 5.1%* APY with a high-yield cash account. Learn more. — Skip Ahead: (00:00) Welcome (04:48) Is Apple underperforming? (15:00) Silicon Valley's Empathy Vacuum (21:39) Sam Altman and OpenAI (25:20) Technology vs. the spectacle of technology (26:49) Standout products (32:31) The most interesting ‘sexy' chart in the world (34:46) The most interesting ‘boring' chart in the world (36:47) Different asset classes (45:29) AI (48:40) The 3 day reset (51:35) Consumer Discretionary (54:50) $VLO and $IMO (58:24) Health and wellness (01:03:00) What Om is excited about — Referenced: • Silicon Valley's Empathy Vacuum - https://om.co/2024/05/27/silicon-valleys-empathy-vacuum/ • Gigaom founder Om Malik: My heart attack ‘was the best thing that happened to me' - https://www.vox.com/2016/9/8/12825866/om-malik-gigaom-true-ventures-blogging-heart-attack-recode-media-podcast — All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. — A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document. Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

This week we're joined by Brian Shannon — founder of Alphatrends.net and author of the beginner's trading book Technical Analysis Using Multiple Timeframes, and best-selling book Maximum Trading Gains with Anchored VWAP. We talk Netflix, Bitcoin, and the concept of Volume Weighted Average Price (VWAP). Specifically: • Netflix is trading near all-time highs and has the potential for further upside • Bitcoin has consolidated and is poised for a breakout to new all-time highs • The use of anchored VWAP (Volume-Weighted Average Price) and its application in analyzing Bitcoin and crude oil • The concept of using multiple timeframes in technical analysis • The role of fundamentals versus price action in driving market movements • Why you should stay in your lane — Subscribe to Trends with Friends: https://www.howardlindzon.com/ Thanks to our sponsor, Public. Public is an investing platform where members can build a portfolio of stocks, bonds, options, ETFs, crypto, and alternative assets—plus get an industry-leading 5.1%* APY with a high-yield cash account. Learn more today: www.public.com/trendswithfriends — Skip Ahead: (00:00) Welcome banter (03:20) Netflix nearing all-time highs (07:20) The AI war: who's benefiting? (09:30) Brian Shannon, Alpha Trends and Stocktwits (14:45) Howard's early calls (17:08) Bitcoin weekly (21:28) Pepe the Frog and ETH (22:45) Understanding the anchored VWAP (Volume Weighted Average Price) (25:23) Anchored VWAP: Bitcoin (30:00) Anchored VWAP: Crude Oil (31:54) Anchored VWAP: Copper (33:04) Fundamental Analysis vs. Price Action (42:04) Anchored VWAP: SPY (45:13) All Country World Index (ACWI) making all-time highs (49:30) Contrarian take: ignoring the macro landscape (52:30) Understanding time horizons (55:54) Staying in your lane (58:35) DJIA reaching new all-time high (01:05:00) The global market (01:07:44) 53 years of reasons to be bearish (01:11:04) Trends with NO Friends: Hidden opportunities — Referenced: • Ted Sarandos - https://www.linkedin.com/in/tedsarandos • Reed Hastings - https://www.forbes.com/profile/reed-hastings/?sh=43d6b6c32782 • Andy Swan - https://x.com/AndySwan?ref_src=twsrc • Trading View - https://www.tradingview.com/ • TC2000 - https://www.tc2000.com/?gad_source=1 • Craig Shapiro - https://x.com/ces921?ref_src=twsrc^google|twcamp^serp|twgr^author • Morgan Housel - https://www.morganhousel.com/ • Joe Fahmy - https://joefahmy.com/ • Linda Bradford Raschke - https://x.com/LindaRaschke?ref_src=twsrc^google|twcamp^serp|twgr^author • Jerry Seinfeld - https://www.jerryseinfeld.com/ — Big Thank You To Our Guest: • Brian Shannon - https://x.com/alphatrends — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

This week we're joined by Jeff Richards, managing partner at Notable Capital. Together we explore the rebranding of GGV Capital to Notable Capital and dissect the viral phenomenon of meme stocks, focusing on the surge of GameStop and AMC fueled by the ever-elusive Roaring Kitty. Join us for insights into market dynamics, risk management, and the evolving role of AI in finance and investing. We cover: • The rebranding of GGV Capital to Notable Capital • Slice, and how it's disrupting the pizza delivery space • The recent surge in GameStop and AMC stock prices • The dynamics of short squeezes • The role of short sellers in the market • The IPO market: • Long-term benefits of investing in established companies — Be sure to check out our new website: https://trendswithfriends.com/ Subscribe to Trends with Friends: https://www.howardlindzon.com/ Thanks to our sponsor, Public. Public is an investing platform where members can build a portfolio of stocks, bonds, options, ETFs, crypto, and alternative assets—plus get an industry-leading 5.1%* APY with a high-yield cash account. Learn more today: www.public.com/trendswithfriends — Skip Ahead: (00:00) Welcome banter (04:00) Notable Capital's rebrand (05:40) Slice pizza delivery (10:22) Book plugs (10:50) Roaring kitty skyrocketing AMC and GME (14:20) A lesson for investors regarding shorts (18:20) Short sellers' role in the market (20:48) The psychology of meme stocks and FOMO (24:20) A note on the global market landscape (26:11) Pepe the Frog and cultural influence (31:35) The evolving role of AI in finance and investing (37:47) The importance of sales and marketing (40:13) AI is turbocharging SMB's (42:59) Making sense of the startup economy (48:33) The next boom (49:35) Market bets (56:43) Trends with NO Friends: Blue Bird & Nelnet (01:02:40) Options trades (01:04:05) See you next week — Referenced: • Notable Capital - https://notablecap.com/ • Slice - https://slicelife.com/ • Shoe Dog - https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike-ebook/dp/B0176M1A44 • Setting The Table - https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742763 • Thinking Fast and Slow - https://www.amazon.com/Thinking-Fast-Slow-Daniel-Kahneman/dp/0374533555 • Roaring Kitty's tweet - https://twitter.com/TheRoaringKitty/status/1789807772542067105?ref_src=twsrc^tfw|twcamp^tweetembed|twterm^1789807772542067105|twgr^5d8c010501259346ce1f346ad2bc72fce6917477|twcon^s1_&ref_url=https%3A%2F%2Fwww.notion.so%2Fpen-name%2F05-14-24-TwF-0a961666fd0f49ea9f060a222a86064b%3Fpvs%3D25 • Ibotta - https://home.ibotta.com/ — Big Thank You To Our Guest: • Jeff Richards - https://notablecap.com/team/jeff-richards/ — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decisions. --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

Welcome back to another week of Trends with Friends where our hosts tackle everything from the factors that drive earnings to the latest twists in China's tech scene. This week we cover: • China's tech industry experiencing a mean reversion • The recent sentiment shift • Why you should ignore sensationalism in the media • Bullish seasonality in May and the potential for a rebound in the market • Balagi's U.S. interest rate projections • Some interesting charts and stocks to watch — Be sure to check out our new website: https://trendswithfriends.com/ Subscribe to Trends with Friends: https://www.howardlindzon.com/ Thanks to our sponsor, Public. Public is an investing platform where members can build a portfolio of stocks, bonds, options, ETFs, crypto, and alternative assets—plus get an industry-leading 5.1%* APY with a high-yield cash account. Learn more today: public.com/trendswithfriends — Skip Ahead: (00:00) Welcome banter (03:33) China's tech industry (06:50) Market breakouts and mean reversions (11:30) Investing in Argentina (19:22) Recent sentiment shift (22:58) Price action and market trends (28:07) The bullish seasonality in May (31:30) Ignoring sensationalism in the media (36:00) QQQ and SPX rebounding (38:40) Forward earning expectations (44:03) Balagi's U.S. interest rate projections (50:08) Trends With NO Friends: Comfort Systems (52:30) Latin America is firing (54:45) What we're pimping — Referenced: • Elon Musk “I recommend investing in Argentina” - https://twitter.com/elonmusk/status/1787654457339342932 • Ryan Detrick - https://www.carsongroup.com/insights/blog/team-members/ryan-detrick/ • Balaji - https://twitter.com/balajis — Big Thank You To Our Guest: • Riley Rosebee - https://stocktwits.com/coloradoriley — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decisions. --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

Another wild ride on Trends with Friends, where Howard and JC spar over degenerate investing. Riley Rosebee joins us for the latest Trends With NO Friends bets, and together we cover: • Why we're bullish on Beehiiv • The importance of organic growth • Politics, stock and anger • The role of human psychology in the stock market • Why you should be paying attention to the 3 G's • Why Michael Parekh says not to give up on Apple • The significance of privacy in the context of AI and technology • Trends With No Friends Bets • The role of financial advisors and the importance of having one • The impact of the Japanese yen on the stock market and why it matters — Be sure to check out our new website: https://trendswithfriends.com/ Subscribe to Trends with Friends: https://www.howardlindzon.com/ — Thanks to our sponsor, FinChat, the complete stock research platform for fundamental investors. TWF listeners get 15% off at checkout with the code "TWF." Learn more today: http://finchat.io/trendswithfriends — Skip Ahead: 00:00 Greetings and Small Talk 04:25 Trends with Friends Updates 08:47 The Use of Email As a Social Network 11:13 Beehiiv vs. Substack 17:52 Politics, Stock and Anger 20:47 $DJT and Degenerate Investors 23:50 Price Behavior and Investing Mentalities 25:49 Dogecoin, Trump Media, and Tesla 28:55 The Power of Gold: A Safe Haven Asset 31:55 JC's Mexican Gold Miner Trade 35:30 Bullishness on Nvidia and Google 38:28 Apple's Potential 41:16 Goldman Sachs and Capital Markets 42:42 GE: The 4th G 46:10 Introduction to Aramark 48:47 Allegheny Technologies Inc. (ATI) 51:02 The Impact of the Japanese Yen on the Stock Market 54:50 See You Next Week — Referenced: • Beehiiv - https://www.beehiiv.com/ • Tyler Denk - https://www.linkedin.com/in/tyler-denk/ • Substack - https://substack.com/ • Michael Parekh - https://www.linkedin.com/in/michaelparekh — Big Thank You To Our Guest: • Riley Rosebee - https://stocktwits.com/coloradoriley — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decisions. --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message