Betting Big on the Apple Vision Pro, FinChat Reshapes Finance, and Small Caps Vulnerable

In today’s episode, Howard, JC, Phil, Michael, Braden, and Riley discuss the following:

• The capabilities and potential of the Apple Vision Pro
• The impact of AI on the finance industry
• Why AI prompting is such an important skill
• FinChat and its ability to provide accurate and comprehensive financial data
• NYT vs. OpenAI and the future of the internet
• Diabetes and Ozempic
• Why JC says to “short everything”
• The vulnerability of small caps
• A long China and short US trade
• How Google Gemini is consolidating AI efforts and may offer new opportunities

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In This Episode, We Cover:

(00:00) Introduction and Grass Leagues

(04:40) Apple Vision Pro: more than just a toy

(08:40) How Apple is uniquely positioned in the market

(17:07) Enterprise impacts and timeline

(22:13) FinChat: what they’re building, and why

(27:40) NYT vs. OpenAI and the future of the internet

(31:09) JC's bearish view on the market and market sentiment

(34:50) The vulnerability of the market and potential rotation

(37:53) The psychology of investing

(40:06) SPG, Toyota ($TY) vs. Tesla ($TSLA), and Web 2.0 Leaders

(43:37) DJ Industrial and S&P 500 through election cycles

(47:25) Long China, short US trade

(51:14) The power of FinChat

(53:37) Diabetes and Ozempic

(56:12) Ozempic revenue charts on FinChat

(01:00:06) Prompt engineering

(01:03:31) Google’s Gemini and consolidation of AI efforts

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Referenced:

• Apple Vision Pro: https://michaelparekh.substack.com/p/ai-its-all-on-google-gemini-ai-soon
• AI: It's all on Google Gemini AI soon: https://michaelparekh.substack.com/p/ai-its-all-on-google-gemini-ai-soon
• FinChat.io — https://finchat.io/
• Michael Parekh’s Blog: https://michaelparekh.substack.com/about

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Big Thank You To Our Guests:

• Michael Parekh: https://twitter.com/MParekh
• Braden Dennis: https://twitter.com/bradocapital

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Where To Find Howard and Friends:

Howard - https://stocktwits.com/howardlindzon

JC - https://stocktwits.com/allstarcharts

Phil - https://stocktwits.com/ppearlman

Riley - https://stocktwits.com/coloradoriley — 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 decisions.