The Sam Altman Soap Opera, Semiconductors as a Leading Indicator, Industrials and Homebuilders Inch to All-Time Highs — Trends with Friends EP. 39

On Episode 39 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Sam Altman Soap Opera, Semiconductors as a Leading Indicator, Industrials and Homebuilders Inch to All-Time Highs, The Luxury Trend Continues, Pessimistic Sentiment and more. Like and Subscribe if you enjoy the show. Chapters Intro (0:00) Jingle Bells Fun Fact (0:18) Howard Hates Burgundy (1:55) Happy Thanksgiving (3:08) The Sam Altman Soap Opera (4:46) Nvidia Earnings (11:31) Strength in Semis (12:30) Follow the Reaction (16:33) OpenAI Chaos Assists Google (17:53) Semiconductors Are The Leading Indicator (18:50) Industrials and Homebuilders Inch to All-Time Highs (20:57) European Banks Multi-Year Breakout (22:42) Global Participation (26:44) The Luxury Trend Continues (35:25) Video Game & Content Degeneracy (37:58) Pessimistic Sentiment (41:03) State of Start Ups (44:02) Seasonality (47:44) Phil’s Final Thoughts (49:14) Featured Links In-Person: New York Chapter Meeting featuring JC Parets, CMT & Holiday Cheer — https://cmtassociation.org/event/new-york-chapter-meeting-featuring-jc-parets-cmt/  TechMeme — Techmeme Matthew Prince on OpenAI — https://twitter.com/eastdakota/status/1726735785188073726  FinTechJunkie — https://twitter.com/fintechjunkie  Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Riley’s Blog — 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