Trends with Friends

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 — 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 — 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 — Big Thank You To Our Guests: Michael Parekh: https://twitter.com/MParekh Braden Dennis: https://twitter.com/bradocapital — 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.

Expert stock investor JC shares insights on sector rotation, favorite stock picks, and Chinese ETFs. The importance of sleep, unforced errors, and a wild alligator story are also discussed. Stay tuned for exciting updates on Trends with Friends!

On Episode 48 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman, Ram Ahluwalia and Riley Rosebee review Strength in Semis, The Russell 3000 All-Time Highs, The EV Bubble, Go Go Google, Next Gen Financial Analysis and Is Apple Overvalued? Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Howard Goes Coast-to-Coast (4:22) Walk Around the Market (5:33) The Russell 3000 Rallies to All-Time Highs (6:20) Small-Caps Outperform Large-Caps (8:15) No Sign of Defensive Behavior (9:28) Strength in Semis (10:43) Welcome Ram Ahluwalia (12:29) The EV Bubble (14:20) Hyper EV Competition (16:26) Pricing Power (21:02) Shout Out Am Ahluwalia (21:55) Is Apple Overvalued? (22:43) Go Go Google (24:35) Communications vs Technology (27:55) AI Opportunities (29:52)  China is Cheap (38:09) E-Commerce Around the World (43:25) Nu Bank New Highs (43:51) Stalking Snapchat (46:30) The New York Times (49:10) Next Gen Financial Analysis (55:45) Daylight Gains (1:03:10) Featured Links FinChat.io — https://finchat.io/  Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Riley’s Blog — 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  Ram Ahluwalia — https://twitter.com/ramahluwalia  Riley Rosebee — https://twitter.com/be_rosebee 

On Episode 47 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Tesla’s Hot Mess, Defense is Not Working, IPO Activity, The DWAC, Marijuana Legalization Speculation, The New York Times and more. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Playoff Football (2:46) State of the Market (6:24) Tesla’s Hot Mess (8:37) A Few Red Flags (16:20) Defense Is Not Working (22:30) IPO Activity (26:05) Marijuana Legalization Speculation (34:43) The DWAC (35:58) Tilray Tumbled 99.5% (38:37) The AI Is Still In (47:13) New York Times Tiptoes to New Highs (44:38) WD-40 Whips to Multi-Year Highs (50:00) Watching Luxury (51:55) Your Health Affects Everything (55:27) Special Shoutouts (58:44) Breakfast for Dinner (01:01:02) Featured Links Eddy Elfenbein’s Crossing Wall Street — https://www.crossingwallstreet.com/  Downtown Josh Brown — https://www.downtownjoshbrown.com/  Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Riley’s Blog — 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 

On Episode 46 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman, Rob Petrozzo and Riley Rosebee review the Most Interesting Chart in the World, Bundling & Unbundling, All-Time Highs, Happy Hours in SoHo and CryptoPunks are the Rookie Cards. Like and Subscribe if you enjoy the show. Chapters Welcome Rob Petrozzo (0:00) Happy Hours in SoHo (1:48) The Most Interesting Chart in the World (3:38) Whipsaw Hunting Season (4:50) CryptoPunks Are The Rookie Cards (7:30) What’s Not Working? (10:41) What’s Working? (12:27) The Wall of Worry (13:35) Google + Shopify (18:33) Uranium and Coal, Not Oil and Gas (20:27) The Bitcoin ETF (22:20) Crypto Follows (25:50) Culture Center Sentiment (29:06) Bundling and Unbundling, S/O ZIRP (31:22) SoHo Tastemakers (38:50) Appeal to the 10% (43:20) Golf is Too Saturated (46:33) The Vision Pro (49:39) Rotation into China (53:51) This Is Not Financial Advice (56:52) Featured Links Rally Road — https://rallyrd.com/#  Joe McCann — https://twitter.com/joemccann  Kyle, Multicoin — https://twitter.com/KyleSamani  Mike Dudas — https://twitter.com/mdudas  I want my Vision Pro, Om Malik — https://om.co/2024/01/08/vision-pro-is-coming/#more-922192  This Is Not Financial Advice — https://tv.apple.com/us/movie/this-is-not-financial-advice/umc.cmc.xpzhsanwyvzm5kupo6f3sbz3  Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Riley’s Blog — 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  Rob Petrozzo — https://twitter.com/robpetrozzo  Riley Rosebee — https://twitter.com/be_rosebee

On Episode 45 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee share the First Show of the Year, Digesting Gains, Strength in Biotech, Magnificent 7 Stalls, One Good Day and Will the BTC ETF Mark a Top?  Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) First Show of the Year (0:50) S/O Mr. Seasonality (1:41) Chart Talk (4:38) Strength in Biotech (6:45) Magnificent 7 Stalls (8:17) Will the BTC ETF Mark a Top? (10:03) Biggest Winner Since the COVID Low (11:58) Digesting Gains (16:39) Software was Sexy (21:01) They’re Gonna Smoke the Weed, Eat the Pills (21:47) The Problem with the Weed (23:33) Fishing Pfizer (26:14) Luxury Review, France Flies to All-Time Highs (29:57) Focusing on Sleep (36:09) How to Analyze Stocks (43:20) Seasonality of Weight Gain, Finding Your Footing (50:01) One Good Day (51:18) Kosher Omakase (53:18) Sentiment Volatility (55:36) True Degenerates (56:37) Featured Links Stock Trader’s Almanac — https://www.stocktradersalmanac.com/  The Compound and Friends — https://youtu.be/pu1gyVqeUws?si=vTpnqvZk2dxYuPyD  Magnesium — https://www.amazon.com/Nature-Made-Absorption-Magnesium-Relaxation/dp/B08XXHCGZT/ref=sr_1_7?keywords=magnesium&qid=1704541264&rdc=1&sr=8-7  Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Riley’s Blog — 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 

Thank you for tuning in to our first year of Trends with Friends! We appreciate you staying with us as we wade through the markets and technical difficulties.  We put together a highlight reel of the best moments from this last year. We frequently talked about the bull market in stocks and crypto, seasonality, finding underfollowed stocks with high relative strength, degeneracy, luxury, and longevity. In case you missed some previous episodes these best moments should catch you up to speed.  If this is the first you’re seeing of Trends with Friends we hope you enjoy and tune in to next week’s episode.  As always, be sure to subscribe to my blog at HowardLindzon.com and subscribe to Howard Lindzon on Youtube. 

On Episode 44 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee talk Nasdaq 100 Exceeds Expectations, The Greatest Sentiment Check, Life’s Simple Rules, Whipsaw Hunting, and New Year’s Resolutions. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Don’t Overthink Year To Date Returns (3:29) The Greatest Sentiment Check (5:30) Nasdaq 100 Returns 55% (8:33) The Importance of Asset Allocation (10:58) Life’s Simple Rules (14:23) Looking at the Last 5 Quarters (16:00) Sell Side Analysts Expectations (19:53) Cash on the Sidelines (27:06) Holding Cash (29:26) Whipsaw Hunting Season (35:53) Chewy Ripper (40:04) Degeneracy (42:41) CashTag Awards (46:45) New Year’s Resolutions (50:16) Simplicity vs. Everyone (51:09) Resolutions Continued (53:11) Featured Links The Chart Report — https://www.thechartreport.com/todays-daily-chart-report/  Stocktwits Tulip Mania Hoodie — https://shop.stocktwits.com/collections/throwback-collection/products/tulip-mania-hoodie?variant=39256237506658  Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Riley’s Blog — 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 

On Episode 43 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Sentiment Volatility, Bull Market Feasts, Santa Comes to Stocks, Curating Alpha, Financial Mutts and the Small-Cap Squeeze.  Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Sentiment Volatility (1:06) Bull Market Feasts (2:04) Intro (3:04) Santa Comes to Stocks (3:31) Can China Catch Up? (5:08) The World’s Most Important Stock Market Index (5:49) Don’t Be A Dummy (7:13) Small-Cap Squeeze (8:26) TopBuild Breaks Out (13:33) Infrastructure is In Play (15:38) The Year of the Dragon (17:33) Chewy Scoop and Score (19:08) KeyCorp Continues (19:57) Wells 52-Week Highs (20:19) Regional Banks, $OZK + $AX (21:57) What’s Working (26:48) Curating Alpha (29:12) Financial Mutts (31:29) Don’t Flock to Financial Gurus (34:22) Bonds and Stocks Move Together (36:31) Extreme Outperformance (38:44) Catching Up on Fashology (43:05) It’s a Bull Market, You Know (44:22) Featured Links Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Riley’s Blog — 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 

On Episode 42 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Trailing Uber, Emerging Markets Emerge, Regional Banks Rip, $MMYT Marches Higher and Follow the Dollar. Like and Subscribe if you enjoy the show. Chapters Intro (0:00) Overbought Is Evidence of Uptrends (3:00) The Most Important Chart of the Week (6:20) Trailing Uber (7:26) Dow Transports (9:33) The Average American (13:33) Credit Check (15:38) Follow the Dollar (16:13) Emerging Markets Emerge (16:36) AI Benefits Autodesk (18:50) Regional Banks Rip (19:51) CloudFlare Continues (21:55) Watching Goldman Sachs (23:36) Shopify & Ecommerce Sentiment Check (26:46) $MMYT Marches Higher (30:59) Axon Ticks All-Time Highs (31:41) Eli Lilly Lags (35:11) Strength in Semis (36:38) Crypto, Speculation Nation (37:15) Again, Follow the Dollar (41:47) Trading in Low Volatility (43:30) Featured Links Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Riley’s Blog — 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