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...

Yoshi Yokokawa, CEO of Alpaca, leads a fascinating discussion on market chaos and the future of investing. He shares insights into Tesla's recent struggles against rising competitor BYD and the broader implications for tech stocks. The conversation dives into how AI is shaping fintech, with a spotlight on API-driven trading that democratizes access to global financial markets. Yoshi also touches on the impact of de-globalization and the thriving interest in derivatives and crypto, painting a dynamic picture of today's economic landscape.

Luca Netz, CEO of Pudgy Penguins, shares his journey in transforming the NFT space with community-driven branding. He discusses the shifting landscape of U.S. growth stocks and the impact of de-globalization on financial markets. Luca elaborates on the current volatility in crypto, the implications of meme coins, and the role of brands in the Web3 era. He also highlights the importance of emotional connections in branding and the challenges of entrepreneurship, including integrating AI into innovative strategies.

In this lively discussion, guest Lewis Johnson, CIO of Capital Wealth Advisors, shares insights on the shifting landscape of global markets. They delve into the implications of de-globalization, exploring rising tariffs and the surge in gold prices amidst economic uncertainty. The conversation examines the booming European defense sector and the impact of influential figures like Trump and Musk on market dynamics. The team also highlights the evolving role of technology, including Waymo's driverless innovations, as they navigate an increasingly complex financial world.

Adeniyi Abiodun, co-founder of Mysten Labs, and Shomik Ghosh, investor at Boldstart Ventures, dive deep into the chaotic worlds of crypto and AI. They discuss the fallout from the $1.5 billion Lazarus hack and the importance of cybersecurity in Web3. There's also buzz around Sui's potential in digital ownership, alongside analysis of volatile tech stocks like Tesla and Solana. Plus, they explore how global tariff wars could reshape the tech landscape and why investing now requires a keen eye on emerging trends.

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/

Jimmy Hoselton, founder of Grass Clippings, shares his vision of revolutionizing the golf industry through innovative formats and events. He discusses how YouTube golfers are reshaping the landscape, pulling a larger audience than traditional PGA pros. The conversation dives into the allure of night golf and the fusion of gaming with golf to engage younger fans. They also explore the impact of AI on broader tech dynamics, especially the intricate relationships between giants like Apple and Alibaba amidst U.S.-China tensions.

Michael Parekh, an AI expert with a background at Goldman Sachs, joins Mike and Kass Lazerow, founders and authors of "Shoveling Shit: A Love Story." They explore the roaring growth of AI, dissect Google’s dominance, and analyze Palantir's meteoric rise. The Lazerows share real entrepreneurial struggles, emphasizing the importance of hiring and strong company culture. They also delve into the innovative marketing strategies of Liquid Death, revealing how storytelling fuels brand loyalty and consumer engagement.

Danny Frenkel, Co-founder of Punchup.live and former Facebook product engineer, joins the discussion on how DeepSeek's AI innovations are transforming the tech landscape. They explore open-source AI's impact on startups and content ownership in the post-social media world. The conversation highlights the vital role of email for creators and the shift back toward software dominance over hardware. Additionally, they delve into the changing strategies for entertainers in adapting to new digital platforms while engaging audiences in the live entertainment realm.