Seriously Good Ideas, the Commodity Super Cycle, Cybersecurity and the Unsung Hero of AI

On Episode 31 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Commodity Super Cycle, Seriously Good Ideas, Cybersecurity, the Unsung Hero of AI, Stocktwits Popularity and Price.  Please Like + Subscribe if you enjoy the show. Chapters (0:00) Howie in Tel Aviv (3:42) Chart Talk (4:35) Sector Performance Since July 12, 2023 (5:50) Next Gen Energy (7:20) Uranium and the Commodity Super Cycle (8:15) How to Participate in the Commodity Super Cycle (20:15) Cyber is Speaking (25:36) Seriously Good Ideas (30:19) Fintech’s Dumpster Fire (31:12) Unsung Heroes of AI… Industrials? (32:43) The Degenerate Proxy (35:56) Stocktwits Popularity & Price (37:42) Up & to the Right, Options Volume (38:48) Freaks will Find a Way (40:32) Baltimore’s Bounce Back (43:56) Sports Monopolies (48:05) Phil’s Feast Featured Links Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Stocktwits Popularity & Price — https://popularprice.beehiiv.com/   Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon  JC Parets — https://twitter.com/allstarcharts   Phil Pearlman — https://twitter.com/ppearlman  Riley Rosebee — https://twitter.com/be_rosebee