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

On Episode 31 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Commodity Super Cycle, Seriously Good Ideas, Cybersecurity, the Unsung Hero of AI, Stocktwits Popularity and Price. 

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Chapters

(0:00) Howie in Tel Aviv

(3:42) Chart Talk

(4:35) Sector Performance Since July 12, 2023

(5:50) Next Gen Energy

(7:20) Uranium and the Commodity Super Cycle

(8:15) How to Participate in the Commodity Super Cycle

(20:15) Cyber is Speaking

(25:36) Seriously Good Ideas

(30:19) Fintech’s Dumpster Fire

(31:12) Unsung Heroes of AI… Industrials?

(32:43) The Degenerate Proxy

(35:56) Stocktwits Popularity & Price

(37:42) Up & to the Right, Options Volume

(38:48) Freaks will Find a Way

(40:32) Baltimore’s Bounce Back

(43:56) Sports Monopolies

(48:05) Phil’s Feast

Featured Links

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

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

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

Stocktwits Popularity & Price — https://popularprice.beehiiv.com/

 

Follow Us on Twitter

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

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

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

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