Trends with Friends

Join us as we explore the current state of the bull market, emerging trends in semiconductors and healthcare, and the growing impact of AI across industries. We discuss: • The broadening bull market and its implications for investors • The rise of semiconductors and healthcare stocks • How AI is reshaping various sectors, from tech to healthcare • The concept of the "degenerate economy" and its impact on investing • Emerging trends in voice AI technology • The state of the venture capital market and its effect on market sentiment • The risks and opportunities in the growing online gambling sector —  Recorded live on Tuesday, August 20th  Charts: ⁠https://docs.google.com/presentation/d/1O3GYd03SIuDsPTXlgZ6BOYzwIrbvpU5J89D_oDsMNb8/edit?usp=sharing⁠ —  Skip Ahead: (00:00) Introduction and market overview (03:06) "I survived the bear market" (05:56) NYSE Composite, DJ Industrial, S&P100 hitting ATH's (08:46) Market analysis and leveraging data (14:10) AI tools in market analysis (16:40) Sentiment shifts (20:25) Newsletter writers and the misdirection of money (23:10) US dollar trends and emerging market currencies (30:10) How headlines change the way we think (32:06) $HACK, on the rise (34:50) Healthcare sector trends and catalysts (36:15) Financials and industrials closing at ATH's (40:37) Drug companies have won (45:22) AMD's acquisition and AI job trends (47:46) Elon Musk's approach to AI and social media (51:35) Google vs Apple in voice AI technology (53:59) Venture capital market trends and challenges (58:44) Trends with No Friends: Flutter vs DraftKings (01:02:01) The impact of gambling apps on long-term investing —  Where To Find Howard and Friends:  • Howard - ⁠https://stocktwits.com/howardlindzon⁠  • JC - ⁠https://stocktwits.com/allstarcharts ⁠ • Phil - ⁠https://stocktwits.com/ppearlman⁠  • Michael Parekh - ⁠https://stocktwits.com/MParekh ⁠ • Production and Marketing - ⁠https://penname.co/ ⁠ —  Trends with Friends is brought to you by Stocktwits: ⁠https://stocktwits.com/ ⁠ —  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/⁠

Howard Lindzon, JC Parets, Phil Pearlman, Michael Batnick, and Michael Parekh dive into the current state of the markets, from Starbucks' resurgence with the news of their new CEO to the hidden bear market in venture capital. They cover: • Starbucks' turnaround strategy and the power of consumer habits • The disconnect between public and private markets • How AI is reshaping wealth management • The rise of exchanges and their data-driven advantage • Gold's global breakout and its appeal in uncertain times • The impact of AI on companies like Apple and the future of personal health tracking —  Recorded live on Tuesday, August 13th —  Charts: https://docs.google.com/presentation/d/1qEEmnJ1SaAw8F0wivbebxGkIzr-ke57l-2ysb2sPhfc/edit?usp=sharing —  Skip Ahead: (00:00) Introduction and Starbucks discussion (05:12) Apple's AI strategy and future potential (09:28) The hidden bear market in venture capital (16:35) Market sentiment and VIX analysis (21:42) AI's impact on wealth management (33:12) The future of personal health tracking (37:53) The rise of exchanges and their data advantage (52:35) Gold's global breakout and appeal (59:17) Closing thoughts on market trends —  Where To Find Howard and Friends:  • Michael Batnick - https://x.com/michaelbatnick • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Production and Marketing - https://penname.co/  —  Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ —  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/

Join Howard Lindzon, a seasoned market expert, Phil Pearlman, a financial panelist, JC Parets, a market analyst, and Michael Parekh, a finance veteran, as they tackle recent market volatility. They break down the implications of the VIX spike and the current state of the bull market. The discussion shifts to the DOJ's ruling against Google, exploring its impact on big tech. They also analyze the yen carry trade unwinding and share overlooked stock trends, emphasizing the importance of understanding risk profiles and the pitfalls of panic selling.

Join us as we dissect the most compelling charts in the world: from Bitcoin's potential breakout to biotech's resurgence and the shifting landscape of global markets. We dive deep into market trends, exploring the "degenerate economy," AI's impact on various sectors, and why some stocks fly under the radar despite impressive performance. — This episode is brought to you by Stocktoberfest. Join us for a 2-day palooza in Coronado, CA: Get actionable insights on the latest investing trends. Learn about the hottest trends in alternative data products. Network with industry thought leaders: https://stocktoberfest.stocktwits.com/  — Skip Ahead:  (00:00) Introduction and Stocktoberfest (03:35) Bitcoin's long-term chart analysis (13:48) Politics influence on Bitcoin (18:00) Eyes on Solana  (22:33) AI apps (25:07) Biotech’s breakout (31:52) NYSW Advance-Decline hitting new ATH’s (37:30) Goldman Sachs (39:16) Global market trends (42:52) US vs. Global equities  (48:00) Trends with NO Friends: Spotlight on Alcon ($ALC) (55:45) Apple Intelligence and its potential impact (59:55) $VRT and AI infrastructure companies (01:02:10) Closing thoughts —  Referenced:  • Bill Miller - https://focusdst.com/bill-miller-an-investors-evolution-part-i/ • Caitlin Cook - https://x.com/deadcaitbounce?lang=en • Moonwalk Fitness - https://moonwalk.fit/ • Talkie AI - https://www.talkie-ai.com/ • Alcon - https://investor.alcon.com/stock-information/default.aspx —  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  • Riley - https://stocktwits.com/coloradoriley  • Production and Marketing - https://penname.co/  —  Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/  —  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/

This week, Howard, an expert on the DGEN Economy index, delves into the performance of speculative investments while explaining his portfolio picks like Bitcoin and Solana. JC, an insightful analyst, shares his thoughts on market rotations and the surprising resurgence of regional banks. Riley highlights TE Connectivity as a hidden gem in the stock market. The trio also discusses Meta's potential stake in Luxottica's smart glasses and unpacks the implications of a recent software glitch at CrowdStrike, revealing the complexities of AI in cybersecurity.

This week, we explore the strong bull market, focusing on how Robinhood and Goldman Sachs are making a comeback. We discuss the details of the European market, how different sectors are changing, and the relationship between smaller companies and big industrial giants. We also talk about why the New York Times' subscription model is doing so well, consider the idea of trading happening 24/7, and discuss how to classify tech companies. — This episode is brought to you by Stocktoberfest. Join us for a 2-day palooza in Coronado, CA: Get actionable insights on the latest investing trends. Learn about the hottest trends in alternative data products. Network with industry thought leaders: https://stocktoberfest.stocktwits.com/ — Skip Ahead: (00:00) Introduction and market overview (03:17) “It’s a total shit storm for the bears”  (04:02) Robinhood's comeback and the "degenerate economy" (07:04) Goldman Sachs' renewed focus and success (10:55) Sector rotation, laggards, and leaders  (14:50) Classifying tech companies (18:01) The New York Times (23:10) The growing influence of AI content generation  (29:11) Sentiment analysis and market context (35:23) Lazy thinking vs. deep analysis (40:00) New AI developments (44:45) OpenAI’s five stages of AI development (51:07) Geo Group (53:24) 24/7 trading insights from Robinhood (54:34) The EU market (58:35) Closing thoughts: Don't do anything stupid in a bull market —  Referenced: • Robinhood: https://robinhood.com/us/en/ • Goldman Sachs: https://www.goldmansachs.com/ • Uber: https://www.uber.com/ • The New York Times: https://www.nytimes.com/ • World: https://www.nytimes.com/games/wordle/index.html • Jeff Bezos: https://en.wikipedia.org/wiki/Jeff_Bezos • Marc Benioff: https://en.wikipedia.org/wiki/Marc_Benioff • Ben Horowitz: https://en.wikipedia.org/wiki/Ben_Horowitz • Elon Musk: https://en.wikipedia.org/wiki/Elon_Musk • Perplexity: https://www.perplexity.ai/ • Strava: https://www.strava.com/ • Netflix: https://www.netflix.com/ • Cognitive miser: https://en.wikipedia.org/wiki/Cognitive_miser#:~:text=Fiske%20and%20Taylor%20argue%20that,strategies%20that%20economise%20complex%20problems. • Michael Parekh’s Newsletter: https://michaelparekh.substack.com/ •Hinge: https://hinge.co/ —  Thank You To Our Guest: • Michael Parekh - https://www.linkedin.com/in/michaelparekh/ — Where To Find Howard and Friends: • Howard Lindzon - https://stocktwits.com/howardlindzon • JC Parets - https://stocktwits.com/allstarchart • Phil Pearlman - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ — 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/ — Robinhood, Goldman Sachs, The New York Times, sector rotation, small caps, tech companies, European market, personal data

Join Barry Ritholtz and Michael Parekh as they discuss market highs, EU regulations on big tech, data ownership in the AI era, all-time highs as bullish signals, challenges for small-cap companies and AI investments, changes in luxury markets, possible market shifts, EU regulations' impact on tech companies, and Goldman Sachs' analysis on AI investments.

Explore India's booming stock market, Amazon's competitive strategies, and AI's impact on common knowledge. Learn about Tesla's surge, big tech spin-offs, and the growth of cricket in India. Dive into regulatory challenges for tech giants and the importance of optimism in investing.

Former Goldman Sachs exec turned tech investor, Michael Parekh, discusses AI tech value stack, Apple's AI strategy, data in AI revolution, Tesla's ambitions, health in AI, Chinese EV manufacturers impact, small cap stocks, Amazon's acquisitions, and personal health data analysis.

Ryan Detrick, Chief Market Strategist at Carson Group, discusses asset allocation, momentum trading, and recession-resilient strategies. Highlights include advice for young investors, bullish stance on small caps, private markets overview, and insights on inflation and rate cuts. Recommendations for Charted Marketing Technician (CMT) certification.