What Election Year Means For Your Stock Portfolio

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

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Recorded live on Tuesday, September 3rd 

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Charts: https://docs.google.com/presentation/d/1EtAgh2A-joOuM4AwaMe1WWU5B3oFjdnGOacwxmoPJyk/edit?usp=sharing

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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

• Michael - https://stocktwits.com/MParekh

• Production and Marketing - https://penname.co/

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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

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Trends with Friends is brought to you by Stocktwits: ⁠https://stocktwits.com/ ⁠

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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/⁠