On Episode 39 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Sam Altman Soap Opera, Semiconductors as a Leading Indicator, Industrials and Homebuilders Inch to All-Time Highs, The Luxury Trend Continues, Pessimistic Sentiment and more.

Like and Subscribe if you enjoy the show.

Chapters

Intro (0:00)

Jingle Bells Fun Fact (0:18)

Howard Hates Burgundy (1:55)

Happy Thanksgiving (3:08)

The Sam Altman Soap Opera (4:46)

Nvidia Earnings (11:31)

Strength in Semis (12:30)

Follow the Reaction (16:33)

OpenAI Chaos Assists Google (17:53)

Semiconductors Are The Leading Indicator (18:50)

Industrials and Homebuilders Inch to All-Time Highs (20:57)

European Banks Multi-Year Breakout (22:42)

Global Participation (26:44)

The Luxury Trend Continues (35:25)

Video Game & Content Degeneracy (37:58)

Pessimistic Sentiment (41:03)

State of Start Ups (44:02)

Seasonality (47:44)

Phil’s Final Thoughts (49:14)

Featured Links

In-Person: New York Chapter Meeting featuring JC Parets, CMT & Holiday Cheer — https://cmtassociation.org/event/new-york-chapter-meeting-featuring-jc-parets-cmt/ 

TechMeme — Techmeme

Matthew Prince on OpenAI — https://twitter.com/eastdakota/status/1726735785188073726 

FinTechJunkie — https://twitter.com/fintechjunkie 

Howard’s Blog — https://www.howardlindzon.com/ 

JC’s Blog — https://allstarcharts.com/blog/ 

Pearl’s Prime Cuts — https://primecuts.substack.com/ 

Riley’s Blog — https://popularprice.beehiiv.com/ 

Follow Us on Twitter

Howard Lindzon — https://twitter.com/howardlindzon 

JC Parets — https://twitter.com/allstarcharts  

Phil Pearlman — https://twitter.com/ppearlman 

Riley Rosebee — https://twitter.com/be_rosebee