Trends with Friends

Hear ye, hear ye. Howard is back on Trends With Friends with an actual friend and streaming insider: Farhad Massoudi, founder of Tubi – the free, ad-supported streaming service he started in 2011, launched in 2014, and sold to Fox for about $500M. Today, Tubi has 100M+ MAUs, $1B+ in revenue, and is profitable… not bad for what everyone once dismissed as “crap tail content.” Farhad walks through how Tubi really worked:Why he bet on the tail of the library (bottom 99%) instead of the sexy top 20 originalsHow Tubi was always a data & AI company that happened to be mediaWhy fragmentation in news, music, and now TV makes the YouTube-style model inevitableThen they go deep on the Netflix–Warner Bros–Paramount–Ellison–Qatar circus:The AT&T → WarnerMedia → Discovery saga and how the bundling thesis already failed twiceWhy Netflix paying a ~180% premium for Warner is, in Farhad’s words, a huge mistakeThe harsh reality: most of Warner’s library is already licensed out (including to Tubi) for yearsWhy Netflix can’t just move the whole library onto its own service without nuking valuable dealsHow international licensing (like Sky in the UK) totally breaks the “just bring it all under Netflix” fantasyWhy the best they can really do is yet another bundle… over many yearsHoward and Farhad also hit: Why YouTube, not Disney/Paramount/Warner, is Netflix’s real competitionHoward’s own shift from “Netflix first” to YouTube first for nightly viewingWhy platforms + algorithms + data will always beat pure curation, except in tiny “Ferrari” nichesThe idea that AI will lower content costs, blow up creation, and make platforms the big winnersHow Ellison’s media buying spree might be a hedge against his massive AI bet (people with more free time need more entertainment)Why it was so hard to raise money for Tubi, why the Fox deal was the right home, and why Farhad still cares about his “baby”A detour into Bravo-ification of Netflix, sports docs, and whether they actually care if you’re watching or just payingPlus some extremely on-brand degeneracy: Persian carpets, 11-foot chest hairs, and showing up to a brutal Italian cycling trip having never clipped into a bikeIf you care about:Streaming wars (Netflix / Warner / Paramount / NBC / Tubi / YouTube)Platforms vs curationAI’s impact on mediaAnd how real operators see this space……this is a masterclass in how the next decade of media might actually play out.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/about/legal/terms/

The gang is back for a “Code Red” episode of Trends With Friends.Howard is joined by regulars Michael Parekh and Roy Rubin to unpack the real state of the AI wars: Google vs OpenAI, Apple’s quiet dominance at the edge, Amazon’s under-the-radar AI position, and why Tesla’s FSD might be the new definition of luxury.They go deep on:Why there’s now a “code red” inside OpenAI after Google’s Gemini pushHow Google’s distribution edge (Search, Chrome, Android, YouTube) changes the AI gameRoy’s real-world shift from ChatGPT power user → Gemini everyday userThe uncomfortable truth about OpenAI’s business model and subscription fragilityWhy Apple and Amazon may actually be the least appreciated AI winnersHow Tesla FSD and Waymo redefine “the edge” and what luxury means (time)The coming battle over AI agents in e-commerce, Shopify/Magento, and who owns the customerWhy prediction markets (Kalshi, Polymarket, etc.) might be the new media layer over news & politicsIf you care about where AI, big tech, and commerce are really going over the next 2–3 years — not just the hype — this is the episode.Google vs OpenAI “code red” momentGemini vs ChatGPT and how users are actually behavingApple’s AI moat at the edge (iPhone, iOS, App Store, Siri)Amazon, AWS, and agentic AI for enterprises & e-commerceTesla FSD, Waymo and autonomy as a time-saving utilityAgentic commerce: AI shopping vs merchant-owned funnelsShopify, Magento, marketplaces, and AI as a new distribution layerPrediction markets (Kalshi, Polymarket) as a new form of media🔢 Chapters00:00 – Welcome to “Trends With Friends: Code Red”01:20 – Roy Rubin intro: Magento, Adobe, and R-Squared Ventures03:00 – Magento’s origin story and the open-source e-commerce era05:30 – From Google’s 2017 transformer paper to today’s AI “code red”09:00 – Google’s TPUs, vertical stack and long-game vs OpenAI12:40 – Roy’s behavior shift: from hourly ChatGPT user to barely opening it16:00 – Usage data, code red at OpenAI & the fragility of subscription revenue18:30 – Ads, incentives, and the “one right answer” problem in AI search21:00 – Apps, agents, and why OpenAI may be crowding out its own ecosystem24:30 – Apple’s AI position: distribution, devices, and Siri’s next act28:00 – Google vs Apple vs Android: ecosystems, habits & where AI really lives31:30 – Browsers, AI search, and why no one downloads new browsers anymore36:00 – Grok on X: nice integration, but will it change user behavior?37:20 – Tesla FSD as the new luxury: time is better than leather; Waymo vs Tesla41:45 – Google, China, Nvidia, and who had to “kiss the ring”42:50 – Amazon & AWS: agents, chips and why they’re underrated in AI46:20 – Anthropic’s enterprise focus and cleaner business model49:45 – Commerce reality check: why AI front-ends are still “all noise”51:40 – Shopify, Magento, walled gardens and agentic commerce54:20 – Prediction markets as a new media layer on top of news56:00 – Final takeaways & what to watch over the next 2–3 yearsDisclaimer: 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/about/legal/terms/

Howard and Michael sit down with Multicoin’s Kyle Samani for a fast, no-BS tour of where markets are going next. They rewind the Multicoin origin story (including Howard’s IRA adventure), then dive into why 2022–23 was emotionally tougher than the 2018–19 crypto winter. From there, Kyle lays out “Internet Capital Markets”—finance embedded everywhere—why trading inside chats, media, and sports apps is inevitable, and how prediction markets become the new front page of news. We get into Solana’s lead, stablecoins as rails, prime brokerage natively on-chain, and why the biggest market makers are already active on Kalshi. Kyle also breaks down Forward Industries (ticker FORD): the $1.65B PIPE, turning it into a Solana treasury company, and deploying SOL/USD into DeFi yield. Plus: AI x crypto as the only barbell that matters, perps vs. options (in plain English), and what Kyle is funding next—new modalities for issuance and trading.Chapters00:00 Cold Open: Howard, Michael & Kyle (freshly married, freshly groomed)01:46 Howard’s Multicoin IRA story & the 2019 doldrums05:01 2018–19 vs 2022–23: why the second bear hurt more08:03 Solana 101 & “Internet Capital Markets” explained11:49 Breaking “isolated finance”; embedding trading across the web12:26 Telegram bots → trading where conversations happen15:14 Prediction markets in media & sports (buy/sell on the article)17:21 Stocktwits x Polymarket, swipe-to-trade, and peer-to-peer bets22:01 Institutional plumbing: discovery, silos, and cross-venue UIs25:19 On-chain prime brokerage (Zero on Solana) & collateral efficiency31:54 Why Solana leads; the case for $1T+34:02 Stablecoins as the settlement layer for everything36:15 SIG, Citadel, Jane Street, Jump already active on Kalshi37:40 Sportsbooks vs real markets; letting market makers set prices39:34 Crypto is retail-first: sovereignty, keys, and open participation45:05 Inside FORD: $1.65B PIPE, Solana treasury strategy46:43 Not trading SOL price—deploying SOL/USD into DeFi yield48:30 AI x Crypto barbell: what won’t be disrupted53:41 Perps vs options in plain English; leverage (without the Greeks)57:15 Lessons from 2022: correlation, fraud, and risk controls58:40 What Kyle’s funding next: new modalities for issuance & tradingKyle's Panel at the All In Summit: https://www.youtube.com/watch?v=ijbLOWFmVe8Join Our Community! https://stocktwits.com/Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.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/about/legal/terms/

Howard is joined by Katie Perry to dive headfirst into the "Degenerate Economy", a term he coined to describe the collision of speculation, vice, free time, and mobile tech. From the sin stocks of the 1980s to Robinhood, crypto, and Zyn pouches, this conversation unpacks how financial speculation has morphed into mainstream entertainment. They explore why the post-COVID world unleashed a wave of retail trading, how platforms like Twitter and Discord are the new Wild West saloons, and what it means when money becomes religion. Plus, Howard shares his own investment thesis behind the Degenerate Economy Index, including why CME, Philip Morris, and even Bitcoin make the cut. A must-watch for anyone wondering how speculation, technology, and culture are reshaping capitalism.Join Our Community! https://stocktwits.com/Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/Chapters00:00 What Is the Degenerate Economy?02:45 From Booze to Zyn: Vice Meets Technology05:00 Speculation as Entertainment08:15 Why Everyone’s a Gambler Now10:00 The Missing “Risk Score” for Investors12:00 Peak Grift and the Summer of Scammers15:00 How Speculation Went Mainstream17:00 Dotcom vs Degen: Are We in a Bubble?20:30 Crypto as the New Global Religion25:00 Building the Degenerate Economy Index27:00 Philip Morris, Zyn, and Modern Vice StocksDisclaimer: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/about/legal/terms/

Howard is back with another mind-bending episode of Trends With Friends alongside Michael Parekh and special guest Jeff Park, Wall Street alum turned Bitwise crypto Jedi. From the radical rethinking of portfolio construction to the institutionalization of Bitcoin, Jeff unpacks how markets are being rewired in real time. The trio dives deep into the death of the 60/40 portfolio, the rise of Bitcoin treasury companies, the myth of the risk-free rate, and why every investor needs to grapple with global carry dynamics. Plus, they debate Elon’s Tesla troubles, BYD’s China dominance, why CME is booming, and how prediction markets and vibe coding are reshaping the next-gen financial playbook. If you care about capital markets, crypto, and the future of speculation as entertainment, don’t miss this one.Chapters00:00 Meet Jeff Park: From Wall Street to Crypto03:00 Radical Portfolio Theory Explained07:20 Why 60/40 Is Dead and the Global Carry Trade Lives10:45 The Degenerate Economy, Bitcoin Treasury Plays, and the New Risk Paradigm16:00 Institutionalization of Bitcoin, ETFs, and Self-Custody22:00 How Financial Engineering Could Break Bitcoin26:00 Prediction Markets, AI, and Speculation as Income31:00 BYD vs Tesla, Global Retail Flows, and Chart Breakdown37:00 Alpaca, APIs, and Building Brokerages for the World44:00 Vibe Coding, LLMs, and the Coming API ExplosionJoin Our Community! https://stocktwits.com/Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.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/about/legal/terms/

Howard is back with a jam-packed episode of Trends With Friends featuring the first guest of summer, longtime friend and inception-stage VC killer, Ed Sim of Boldstart Ventures. From the death of moats to the rise of AI-native founders, Ed breaks down the absurd speed of today’s startup landscape and why VCs must now be part therapist, part operator, and part AI-optimist. The trio (Howard, Michael Parekh, and Ed) cover why founders are ditching the old playbooks, how big tech is strip-mining startups for talent, and why infrastructure is the name of the game. Plus, deep dives into BYD vs Tesla, the “Autonomous Enterprise,” vibe coding, degenerate economies, and how Alpaca is building the brokerage rails for the rest of the world. If you care about the future of capital markets, startups, and where the next great returns will come from, don’t miss this one.Where to find our guests: Howard Lindzon - https://stocktwits.com/howardlindzonMichael Parekh - https://stocktwits.com/MParekhEd Sim - https://x.com/edsimJoin Our Community! https://stocktwits.com/Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.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/about/legal/terms/

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

📉 China Trade Collapse, Market Confusion, and the Degenerate Economy on Full DisplayJoin Howard Lindzon, Phil Pearlman, Tom Bruni, and Michael Parekh for a live episode from New York as the Trends With Friends crew breaks down an insane week in the markets, rising global tariffs, and why uncertainty is the only certainty. From container ships stopping cold to Canada’s political shock, Amazon pushing back on tariffs, and traders stuck between delusion and reality, it’s a masterclass in behavioral finance, policy risk, and staying sane through the chaos. Plus: Apple earnings, the most interesting chart in the world, and the rise of the degenerate economy.📍 Recorded live from New York City at Witz podcast studios in affiliation with The Stand🎙️ Hosted by the Trends With Friends crew🔑 Presented by StocktwitsKey Topics Covered:🚢 China Trade Crash – Container departures to the U.S. plunge as tariffs bite📉 The New Smoot-Hawley? – How Trump’s global 10% tariff threat is freezing trade🇨🇦 Canada’s Surprise Election – Why markets are ignoring a political shift at our border📊 Delusion vs. Reality – Behavioral breakdowns as markets bounce hard off the VIX 60 lows📈 Zweig Breadth Thrust vs. Financial Crisis Echoes – Which side wins?🛒 Amazon Adds Tariff Warnings – Retailers brace for the supply chain backlash🏦 Small Cap Struggle – Why the real damage might be happening in companies no one sees🥇 The Degenerate Economy Kit – From LA Golf to Manscape giveaways at the Cash Tag Awards💬 Why Being Honest Isn’t Partisan – A riff on politics, finance, and staying realSlides: https://docs.google.com/presentation/d/e/2PACX-1vSpwlTNeQ0Gh8N4XZaXn9PRMl8gLn27H9K_1pM1PE4ZSqDrmjTfin08eeSqm0Pg45VCSEVK5IdAXADM/pub?start=false&loop=false&delayms=3000Chapters00:00 Introduction and Setting the Stage10:25 Market Trends and Economic Indicators19:13 Investor Behavior and Market Psychology27:12 Earnings Reports and Corporate Responses35:42 The Impact of Tariffs on Retailers38:14 Earnings Season Insights42:37 Market Reactions and Analyst Expectations46:39 The State of American Brands50:51 Apple's Supply Chain Challenges59:29 Antitrust Issues in Tech01:06:29 Final Thoughts and Call to ActionWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Tom Bruni - https://stocktwits.com/BruniChartingDisclaimer: 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/about/legal/terms/

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.📅 Recorded April 22nd, 2025🎙️ Special Guest: Jeff Richards, General Partner at Notable Capital🔑 Brought to you by Stocktwits Slides: https://docs.google.com/presentation/d/e/2PACX-1vSIU7WPtLf4q3-e5KYUO6KUTCyRsXL4_vWCdKukc7nwsVt3p1_1UcC2cFLdCCZCF3UQB97ceU1a0zmO/pub?start=false&loop=false&delayms=3000🚘 Tesla vs. the World – EV competition, declining sales, and used Teslas piling up🤖 AI Is Still Early – Why VCs are long on infrastructure and private innovation📉 Are We in a Self-Inflicted Recession? – The real risk behind rising tariffs and policy chaos📈 The Case for Long-Term Optimism – Why the innovation cycle will outlast the headlines📊 Buffett's Cash & the Waiting Game – What Warren’s $300B war chest signals📉 Flight to Europe? – Why European banks are quietly surging🧠 Behavioral Finance 101 – The power of patience, planning, and not panic-selling🎰 The Degenerate Economy Lives – Robinhood betting, Kalshi markets, and 14-year-olds betting on WNBA💡 Will the Next Pope Be Pietro? – Yes, that’s an actual market on KalshiWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Jeff Richards - https://x.com/jrichliveDisclaimer: 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/about/legal/terms/

📉 The Dumbest Bear Market Ever, Vitalik’s Journey, and the Rise of SolanaJoin Howard Lindzon, Phil Pearlman, Michael Parekh, Tom Bruni, and special guests Chris Temple and Zach Ingrasci—creators of The Ethereum Story—for a jam-packed episode exploring macro madness, market sentiment, and crypto’s conflicted future. From record bearishness and VIX spikes to what Vitalik Buterin’s life really says about decentralization, the crew unpacks the psychology of investors, the global AI race, and the business of storytelling in a fragmented media landscape.📅 Recorded live on April 15th, 2025🎥 Special Guests: Chris Temple & Zach Ingrasci, Directors of Vitalik and the Ethereum Story🔑 Brought to you by StocktwitsKey Topics Covered:📉 Net New Lows Soar – Why market breadth has cratered to historic levels🇨🇳 China's Tech Ascendancy – The US is losing the AI war and supply chain battle🌐 The Tariff Effect – How policy chaos is dragging down AI, semis, and consumer tech🧠 Vitalik vs. Elon – Why Ethereum’s creator is nothing like other tech founders🎥 Making Movies in Web3 – How Vitalik’s film was crowdfunded through NFTs🚀 Solana Surges – What its outperformance means for Ethereum’s future🧘‍♂️ Fitness, Fear & the Social VIX – How sentiment data is shaping trading strategies🏌️‍♂️ Rory’s Redemption at The Masters – A lesson in grit for every investorSlides: https://docs.google.com/presentation/...Chapters00:00 Introduction and Guest Introductions08:07 Market Trends and Analysis21:07 The Vitalik Movie and Its Themes42:21 The Current Landscape of Documentary Filmmaking48:21 The U.S.-China Tech Battle01:03:40 The Role of AI in Film and Media01:14:06 Lessons from the Masters: Grit and ResilienceWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Tom Bruni - https://stocktwits.com/BruniCharting• Chris Temple - https://x.com/Christemple8• Zach Ingrasci - https://x.com/zachingrasciDisclaimer: 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/about/legal/te...

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.📅 Recorded live on April 8th 2025🎙️ Special Guest: Tom Bruni, StocktwitsSlides from the show - https://docs.google.com/presentation/...📉 The Stupidest Crash Ever – A manmade mess with no clear plan and devastating ripple effects📊 Social VIX vs. Real VIX – How crowd fear peaked before the volatility spike🇺🇸 Tariff Fallout – Why America just gifted China a 5-year tech lead🔧 Small Biz Pain – From Manscaped to LA Golf, rising costs hit the real economy🧠 AI Setback of the Decade – How tariffs destroy compute budgets & global R&D🏛️ “Kiss the Ring” Capitalism – A takedown of how access to DC is warping innovation📈 When to Buy During Panic – Why VIX 45 creates opportunity—but only with a plan🧘‍♂️ Fitness Alpha for Traders – How staying healthy improves your market performanceChapters00:00 Introduction and Welcome06:07 Market Overview and Stock Market Crash Discussion11:14 Impact of Market Volatility on Main Street14:50 Behavioral Economics and Political Commentary18:31 Volatility Index and Social VIX Analysis33:31 Macro Charts and Market Predictions37:36 Market Uncertainty and Emotional Resilience43:01 Global Market Perspectives and Risk Management50:20 Understanding Economic Signals and Recession Fears54:37 The Impact of Tariffs on Technology and AI01:06:49 Navigating Investment Strategies in a Volatile EnvironmentWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Tom Bruni - https://x.com/BruniChartingDisclaimer: 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/about/legal/te...

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.📅 Recorded live on March 25th, 2025🎙️ Special Guest: Daniel Attia (a.k.a. "Disco Dan")🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presentation/d/e/2PACX-1vSgyTN0ziFs6icQhfXDQm7RsvOnuxlruhAt1o-twKFi9AI98o1Ae4HXZhuUF_SDkSzqV-5gqVETVXhN/pub?start=false&loop=false&delayms=3000&slide=id.g3337970ddf7_0_52Key Topics Covered:💥 Inside the CoreWeave IPO – Is this Ocean’s 15 or the Big Short sequel?📉 Newsmax vs. CoreWeave – How meme stocks and hate-fueled media are crushing legit AI IPOs📊 The IPO Market’s Hangover – Why most recent IPOs are underwater🌐 U.S. vs The World – America’s equity markets just had their worst global quarter since 1988🚀 Elon’s Financial Magic – X, Tesla, and the restructuring of an empire📚 Why Nobody Reads the S-1 – And why you absolutely should📉 ZIRP’s Long Shadow – Broken companies built on zero-rate delusions🤖 Where AI Should Go – Healthcare, education, and the coming productivity revolutionChapters00:00 Welcome to Trends with Friends05:02 Diving into CoreWeave08:06 Analyzing CoreWeave's Financial Structure11:13 The Role of Major Players in CoreWeave13:58 Understanding the Debt and Equity Dynamics17:05 Comparing CoreWeave to Other Market Trends20:06 The Implications of CoreWeave's IPO23:00 The Broader Market Context25:57 Final Thoughts on Market Trends27:41 Self-Reliance in a Competitive World28:48 The Reality of Investment Risks30:32 Understanding Market Dynamics32:05 The State of IPOs and Market Trends34:18 Analyzing the IPO Market Hangover37:38 Quarterly Performance and Global Comparisons39:06 Historical Market Reflections41:19 The Role of Government in Innovation43:17 AI's Impact on Future Markets48:18 Musk's Super App Vision55:30 The Future of Musk's Ventures Where To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Daniel Attia - https://x.com/hereforElonDisclaimer: 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/about/legal/terms/

🧠 Betting on AI, the Rise of Gambling.com, and the Degenerate Economy IndexJoin Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Charles Gillespie, CEO of Gambling.com, for a high-stakes episode diving into the future of gambling, regulation, AI, and the global economy. From online betting and affiliate marketing to Nvidia’s chip roadmap and Apple’s AI moment, the crew explores how technology and degeneracy collide to shape new markets—and how the U.S. is playing catch-up to Europe.📅 Recorded live on March 25th, 2025🎙️ Special Guest: Charles Gillespie, CEO of Gambling.com🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presentation/...Key Topics Covered:🎲 The Degenerate Economy Index – Why DraftKings, AI, and online betting define this moment💰 Inside Gambling.com – A cash-flow machine with 40% margins and global reach🇺🇸 Why the U.S. Is Still Behind – Online gambling regulation lags far behind Europe📈 From Dorm Room to Nasdaq – Charles’ founder story and how they scored Gambling.com📊 Data & AI in Gambling – How AI is transforming betting platforms and internal ops🎯 Subscription Revenue Moves – Why they’re betting big on recurring B2C & B2B income🚨 Nvidia’s GTC Takeaways – What Jensen Huang revealed about the future of AI hardware🍳 Eggflation is Over? – Plus, a real-time egg price check straight from HoustonChapters00:00 Introduction to the Degenerate Economy Index07:03 Understanding Social Sentiment and Price Volatility12:35 The Evolution of Gambling.com and Its Business Model19:15 The Degenerate Seven Index and Market Dynamics27:59 The Future of Online Gambling in the U.S.35:56 Reflections on the Chinese Gambling Market38:16 The U.S. Gambling Landscape: A Historical Perspective42:11 Navigating the IPO Journey: Challenges and Triumphs46:33 The Future of Decentralized Gambling48:32 Harnessing AI in Gambling: Innovations and Applications52:53 Revenue Models in Gambling: Subscription vs. Affiliate01:01:03 The Role of AI in Business Strategy and Market DynamicsWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekhDisclaimer: 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/about/legal/te...

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.📅 Recorded live on March 11, 2025🎙️ Special Guest: Yoshi Yokokawa, CEO of Alpaca🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presentation/d/e/2PACX-1vQzpJNZ0hEsF8a0elGy5OM9_K1BSFgy50yONL6kcfIRgwb-TOwP9uQ7wCxj0BqqgPMX_V_vhuTjYYva/pub?start=false&loop=false&delayms=3000&slide=id.g3337970ddf7_0_52Key Topics Covered:🚀 Tesla’s Fall from Grace – Why BYD is surging while Musk’s brand struggles📉 The Lag 7 Selloff – Tech’s biggest names face a brutal correction🌏 De-globalization vs. Global Trading – Why retail investors worldwide still want US stocks🤖 Vibe Coding & AI in Finance – How AI-driven APIs are changing the game💸 The Degenerate Economy Thrives – Why derivatives, crypto, and risk-taking are booming🔮 Nvidia’s Next Move – What Jensen Huang’s latest keynote means for AI dominanceChapters:00:00 Welcome to Kyoto: A Culinary Journey05:19 Stocktwits and the Cashtag Awards08:31 Market Trends: The Lag 7 and Tesla's Downfall12:13 Global Market Sentiment: Insights from Japan18:34 Tesla vs. BYD: The Battle for EV Supremacy29:56 The Future of EVs: Competition and Market Dynamics32:06 Crony Capitalism and Market Integrity32:53 Alpaca: Revolutionizing Brokerage Infrastructure35:19 Global Fintech Partnerships and Investments36:50 The Power of Local Entrepreneurs in Fintech38:13 US Market Dynamics and Global Perspectives39:06 De-globalization vs. Global Connectivity40:49 The Role of APIs in Financial Services44:25 AI and the Future of Trading45:53 Trends in Options and Crypto Markets49:27 Understanding the Degenerate Economy52:37 Vibe Coding: The Future of Programming01:01:26 Market Insights and Future PredictionsWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Yoshi Yokokawa - https://x.com/iyoshyoshiDisclaimer: 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/about/legal/tehttps://stocktwits.com/about/legal/terms/

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.📅 Recorded live on March 11th, 2025🎙️ Special Guest: Luca Netz, CEO of Pudgy Penguins🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presentation/...Key Topics Covered:US Growth Stocks Get Smoked: Why institutional money is flowing into European marketsPudgy Penguins & The Power of Web3 Branding: How Luca is building a billion-dollar brandThe Trump Crypto Grift: Why the meme coin hype tested the entire market’s liquidityCrypto’s First Big Margin Call Moment: What it means for Solana, NFTs, and Web3 adoptionThe Social VIX Hits New Highs: Why retail investors are more bearish than during COVIDAI’s Next Wave: Who wins between OpenAI, Google Gemini, and Musk’s Grok?Why Traditional Social Feeds Are Dying: How creators and communities must adaptEscaping the Doomscroll: The importance of tuning out and re-engaging with the real worldChapters00:00 Welcome and Market Overview04:05 Cashtag Awards Announcement06:13 Market Sentiment and Price Behavior10:32 Global Market Trends and Institutional Money15:47 Crypto Market Insights and Volatility20:14 Personal Experiences with Margin Calls26:21 Impact of Political Events on Crypto30:07 Future of Crypto and Market Predictions34:59 Navigating the Crypto Landscape35:47 Building a Global IP Brand39:05 Community and Demographics of Pudgy Penguins40:44 Company Culture and Remote Work42:17 Integrating AI into Business45:36 Branding in the Crypto Space47:56 Funding Strategies in Crypto49:09 The Evolution of AI and Consumer Trust52:23 The Future of AI and Human Creativity01:02:15 Addressing Bots and Community EngagementWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Luca Netz - https://x.com/LucaNetzDisclaimer: 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/about/legal/terms/

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.📅 Recorded live on March 2025🎙️ Special Guest: Lewis Johnson, CIO of Capital Wealth Advisors🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presentation/...Key Topics Covered:Social VIX Hits All-Time High: Why retail investors are more fearful than everGold’s Explosive Run: What a 40% rally means for markets & why it’s only happened 5% of the timeDe-Globalization is Here: How tariffs, rare earths, and supply chain chaos are reshaping the economyEuropean Defense Stocks Boom: Why countries are rushing to rearm & how investors can play the trendThe Degenerate Economy Update: Tesla, Solana, Robinhood & DraftKings are getting hammered—what’s next?Waymo’s Self-Driving Takeover: How Google is making Uber & DoorDash nervousAI & Tech’s Uncertain Future: Nvidia, semiconductors, and whether the Mag 7 can still leadTrump & Musk’s Market Disruption: How their influence is rattling investors & reshaping financeChapters00:00 Introduction to Trends and Current Market Sentiment06:09 The Launch of Social VIX and Its Implications19:36 Understanding De-Globalization and Its Impact on Investments31:17 Gold as a Safe Haven in a Changing World41:46 Investing for the Future: A Long-Term Perspective44:46 Navigating Market Trends: The Importance of Discipline47:56 The Changing Landscape: Opportunities in Global Markets52:42 Identifying Winning Investments: The Role of Research57:48 The Shift in Market Dynamics: Embracing New Opportunities01:01:44 The Future of Technology: AI and Market Adaptation01:07:29 Waymo and the Future of Transportation01:18:57 Self-Reliance in a Changing World: A Personal ApproachWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Lewis Johnson - https://x.com/TrendsTailRisksDisclaimer: 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/about/legal/terms/

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.📅 Recorded live on February 25th, 2025🎙️ Special Guests: Adeniyi Abiodun, Co-Founder of Mysten Labs (Sui) & Shomik Ghosh, Investor at Boldstart Ventures🔑 Brought to you by StocktwitsKey Topics Covered:Peak Degeneracy? Why stocks like Tesla, Palantir, and Solana are crashingCrypto Security Risks: What the $1.5 billion Lazarus hack means for Web3Sui’s Growth Story: How Sui is building the next generation of digital ownershipAI’s Next Wave: Why infrastructure is the key and Nvidia is still the Boeing of GPUsGlobal Tariff Wars: How rising protectionism could reshape tech and retailDefense Stocks Are Booming: Why Rheinmetall, Leonardo, and BAE Systems are breaking outInvesting in Uncertain Times: How to stay sane and spot trends with no friends Chapters00:00 Opening 03:24 Introduction to Trends and Guests06:21 Market Trends and Mini Crashes09:15 The Degenerate Economy and Its Implications12:31 Technological Acceleration and Volatility15:22 The Impact of Tariffs and Global Relations18:29 Building in the Crypto Space: SWE and Walrus21:24 Navigating the FTX Fallout25:35 Security Challenges in Crypto and Technology31:24 The Future of Security in a Digital World40:18 The Evolving Threat Landscape42:06 Economic Impacts of Tariffs43:38 Retail Giants: Amazon vs. Walmart47:25 The Future of AI and Nvidia55:13 Navigating the AI Ecosystem01:01:24 The Commoditization of AI Models01:03:56 Trends in National Defense SpendingToday's episode is presented by Mysten Labs, developers of Sui: https://www.mystenlabs.com/Add Sui.X to your Stocktwits Watch List: https://stocktwits.com/symbol/SUI.XWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Adeniyi Adbiodun - https://x.com/EmanAbio• Shomik Ghosh - https://x.com/shomikghosh21Disclaimer: 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/about/legal/terms/

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.📅 Recorded live on February 2025🎙️ Special Guest: Joe McCann, Founder & CIO of Asymmetric🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presentation/d/e/2PACX-1vQy1zBIhcaZuyKDbPbz93BoWY43TZRAjvI9LW1cZdFXulSiYuhMcwEP4WxpwDUmrya7PJQTpPWiwVKa/pub?start=false&loop=false&delayms=3000&slide=id.g3337970ddf7_0_52Key Topics Covered:DraftKings’ Breakout Moment: From sports betting to financial super appPeer-to-Peer Trading & Crypto Wallets: The next big thing in fintechTrump Meme Coin Mania: What it revealed about blockchain infrastructureAlibaba’s Comeback: China’s tech power play with AI & AppleSolana’s Resilience: Why it remains a top blockchain for trading appsWeb3 Consumer Apps: Why the future of crypto is invisible to the userRegulation & Institutional Adoption: How banks & ETFs are changing crypto foreverChapters00:00 Introduction to Joe McCann and Asymmetric Investments05:51 Navigating the Crypto Landscape10:08 The Evolution of Gambling and Speculation14:10 The Rise of Stablecoins and Their Impact18:10 Copy Trading and Innovations in Crypto21:03 Alibaba's Resurgence and China's Tech Landscape27:12 The Global Shift in Tech Markets30:24 Nvidia's Role in AI and Global Tech Dynamics34:51 Geopolitical Implications for US Tech Companies37:49 The Impact of US-China Relations on Tech Companies39:44 The Future of Software and Consumer Apps41:51 Investment Trends in Crypto Infrastructure45:50 Innovative Consumer Applications in the Crypto Space48:50 The Growing Demand for AI Infrastructure51:18 The Shift in Consumer Preferences in China53:54 The Dichotomy of Institutional and Retail Crypto Markets01:01:33 Regulatory Landscape and Its Impact on Crypto LiquidityWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Michael Parekh - https://stocktwits.com/MParekh• Joe McCann - https://x.com/joemccannDisclaimer: 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/about/legal/terms/

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.📅 Recorded live on February 2025🎙️ Special Guest: Jimmy Hoselton, Founder of Grass Clippings🔑 Brought to you by StocktwitsCharts:https://docs.google.com/presentation/...Key Topics Covered:The YouTube Golf Revolution: Why Grass Clippings is reshaping the gamePalantir’s meteoric rise: Government ties, meme status & AI expansionApple’s strategic AI play with Alibaba: What it means for U.S.-China tech powerElon vs. Sam Altman: The AI War EscalatesChina’s DeepSeek AI shockwave: A Sputnik moment or a bigger game-changer?New York Times and the Trump Effect: Why its stock just tankedTopgolf’s Decline: What happened to the supposed future of golf?Chapters00:00 Introduction and Setting the Stage04:32 The Evolution of Golf and New Trends09:53 Grass Clippings and the Future of Golf18:04 The Intersection of Golf and Gaming25:54 Branding and the New Era of Golf28:03 Transition to AI and Tech Discussion38:07 The Chess Game of AI and Self-Driving Cars46:12 Navigating US-China Relations54:15 China's Rise in AI and Engineering Talent01:01:38 The Future of AI and Market DynamicsWhere To Find Howard and Friends:• Howard -https://stocktwits.com/howardlindzon• Phil -https://stocktwits.com/ppearlman• Michael Parekh -https://stocktwits.com/MParekh• Jimmy Hoselton -https://x.com/GrassLeagueDisclaimer: 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/about/legal/terms/

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. 📅 Recorded live on February 2025 🎙️ Special Guests: Mike & Kass Lazerow, Founders & Authors of Shoveling Shit: A Love Story 🔑 Brought to you by Stocktwits Charts: https://docs.google.com/presentation/d/e/2PACX-1vSGxXj3vrwK4NxDUNwEbiPyix1dieUOLb9NrNY4zQNpxq1TXbxZIUnY8tb9jwEGPGaRM8wN32YnZIZP/pub?start=false&loop=false&delayms=3000&slide=id.g32ca5c0f423_0_12 Key Topics Covered: Palantir’s meteoric rise: Government ties, meme status & AI expansion Google’s AI advantage: Why it’s quietly the most dominant player Shoveling Shit: A Love Story: The unfiltered truth about entrepreneurship The Cheat Codes to Success: Scaling, hiring, and avoiding costly mistakes Liquid Death & Consumer Branding: How marketing became the new engineering The Costco & Gold Trade: What these rare assets signal about markets Chapters 00:00 Introduction and Guest Introductions 03:02 The Journey of Mike and Cass Lazerow 05:17 Entrepreneurship and the Era of AI 08:29 Palantir's Market Position and Trends 14:11 Google: The Most Interesting Chart 19:37 Google's Role in AI and Digital Advertising 24:26 Investor Insights and Future Predictions 28:55 Android's High-End Opportunity 30:36 The AI Battle: Google vs. Apple 33:25 Introducing 'Shoveling Shit': A New Book 34:45 Cheat Codes for Entrepreneurs 36:34 The Importance of Company Culture 39:27 Focus: The Key to Success 41:51 The Dynamics of a Husband-Wife Team 44:55 Overcoming Rejection in Business 49:19 Book Launch and Final Thoughts 50:04 The Journey of Writing a Book 54:53 Entrepreneurship and the Importance of Control 56:01 Qualities of Successful Founders 01:00:01 Market Insights and Rare Assets 01:05:16 The Importance of Movement and Creativity 01:06:31 Innovative Companies and Marketing Strategies Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Michael Lazerow - https://x.com/lazerow • Kass Lazerow -https://x.com/kasslazerow 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/about/legal/terms/

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! 📅 Recorded live on January 28, 2025 🎙️ Special Guests: Danny and Alex from PunchUp 🔑 Brought to you by Stocktwits Key Topics Covered: The rise of DeepSeek: AI innovation and geopolitical challenges Why open-source AI is changing the game for startups How Punchup is empowering creators in the live entertainment space Reimagining content ownership in a post-social media era Why software is flipping the narrative back from hardware dominance Market reactions to DeepSeek's breakthrough: Winners and losers Chapters 00:00 Introduction and Guest Introductions 03:06 Trends in AI and DeepSeek's Impact 09:16 DeepSeek's Innovations and Market Dynamics 15:17 Open Source vs. Closed Ecosystems 19:46 Geopolitical Implications of AI Development 23:42 The Ongoing Race in AI Technology 26:24 Apple's Strategic Position in AI 28:24 Google's Resilience and Opportunities 30:34 Reinforcement Learning and Google's Edge 32:50 Legal Challenges in AI Data Usage 33:36 Microsoft's AI Innovations and Partnerships 34:49 The Impact of AI on Education 36:43 AI's Role in Business Efficiency 39:01 Nvidia's Dominance in AI Hardware 41:52 Geopolitical Implications for AI Development 43:57 The Value of User-Generated Data 48:30 Punch Up: AI in Live Entertainment 54:52 The Evolution of Leadership in Tech 56:00 The Importance of Trustworthy Communication Channels 57:30 Empowering Comedians Through Direct Connections 01:00:07 The Shift in Power Dynamics in Entertainment 01:01:01 Consumer-Facing Innovations in Comedy 01:03:48 The Role of Algorithms in Content Delivery 01:05:17 Reimagining the Ticketing Experience 01:09:01 The New Era of Entertainer Empowerment 01:12:50 Building a Sustainable Model for Creators 01:18:28 Future Developments and Consumer Engagement Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh 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:

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. 📅 Recorded live on January 7, 2025 🎙️ Special Guest: Ariel Seidman, founder of HiveMapper 🔑 Brought to you by Stocktwits Key Topics Covered: • The evolution of HiveMapper: Decentralized mapping on Solana with the Honey token • The rise of meme coins and their economic implications • Why Tesla’s mapping approach is shaking up the industry • Navigating the Web3 landscape: Opportunities and risks • The TikTok-US saga: Geopolitics and the future of social media • Solana as the backbone for decentralized applications • Breaking down meme coin FOMO: Insights for investors Chapters 00:00 Introduction to Solana and Hive Mapper 02:59 The Impact of Meme Coins on the Market 06:38 Understanding Solana: A Developer's Perspective 08:53 The Rise of Meme Coins and Market Dynamics 12:03 Challenges and Opportunities in the Crypto Space 14:50 The Role of Influencers in Crypto Trends 18:00 The Psychology of Investors in Meme Coins 20:52 The Future of Mapping Technology with Hive Mapper 24:07 Comparing Mapping Technologies: Google vs. Hive Mapper 27:06 The Integration of Mapping Technology in Vehicles 29:51 Investment Opportunities in Hive Mapper 42:25 The Importance of Independent Mapping Organizations 45:16 Monetization and Community Engagement in Mapping 51:22 Understanding HiveMapper's Structure and Tokenomics 54:22 The TikTok Situation: Business and Geopolitical Implications 01:09:20 Final Thoughts on Investment Strategies and Market Dynamics Discover how the intersection of AI, blockchain, and decentralized innovation is shaping the future. Don’t miss this engaging discussion on trends, opportunities, and the challenges ahead! Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Ariel Seidman - https://x.com/aseidman 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/about/legal/terms/

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. 📅 Recorded live on January 7, 2025 🎙️ Special Guest: Josh Mohrer, CEO of Wave and former Uber GM 🔑 Brought to you by Stocktwits Key Topics Covered: • Josh’s journey from Uber to founding Wave—a powerful AI-driven note-taking app • The shift from tech to marketing leverage for small businesses • AI as a game-changer for one-person startups • The future of autonomous vehicles: Tesla vs. Waymo • TikTok's geopolitical impact and why a US buyout is imminent • How the Nifty Nine are transforming venture capital and private equity • Why Snap may be the next major acquisition target Chapters: (00:00) Show introduction and welcome (02:50) Josh shares his journey from Uber to AI entrepreneurship (06:00) Tesla’s AI strategy vs. Waymo’s challenges (12:00) TikTok’s political and economic implications (18:40) Josh on building Wave and the power of AI for individuals (27:00) The rise of marketing leverage in business (35:00) Nifty Nine tech giants and their $200 billion investments (42:00) The evolving landscape of venture capital and private equity (50:00) Closing thoughts on trends and opportunities Explore the intersection of innovation, investment, and AI-driven transformation. Don’t miss this engaging episode! Today's Charts: https://docs.google.com/presentation/... Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Josh Mohrer - https://x.com/joshmohrer 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/about/legal/terms/

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. 📅 Recorded live on January 7, 2025 🎙️ Special Guest: Packy McCormick 🔑 Brought to you by Stocktwits Key Topics Covered: • The rise of meme coins like Fartcoin and their cultural impact • Nvidia’s roadmap for "physical AI" in robots and autonomous vehicles • Strategies for thriving amidst market rotations and tech disruption • The intersection of AI, marketing, and media innovation • Insights into global equity markets and macroeconomic trends • Evolution of venture capital in a meme-driven economy Recorded live on Tuesday, November 12th View Charts Here Chapters 00:00 Welcome to 2025: Trends and Friends 02:55 AI and Media: The New Frontier 05:54 Experimenting with AI: Building the Future 09:09 The Intersection of Technology and Magic 11:50 The Dark Side of Technology 15:07 Cultural Shifts: Spirituality and Consciousness 18:01 The Rise of Robot Companions 21:04 Fartcoin: The Meme Coin Phenomenon 26:52 The Rise of Meme Coins and Market Dynamics 39:07 Market Trends and Predictions for 2025 47:47 NVIDIA's Keynote and the Future of AI 01:04:13 Navigating the Wild West of Investments 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 • Packy McCormick - https://x.com/packyM 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.

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 — 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 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.

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.