Uploaded August 2024 | Updated September 2026, 3 weeks ago
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: 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 - stocktwits.com/howardlindzon
• JC - stocktwits.com/allstarcharts
• Phil - stocktwits.com/ppearlman
• Michael Parekh - stocktwits.com/MParekh
• Production and Marketing - penname.co
—
Trends with Friends is brought to you by Stocktwits: 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: stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer
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: 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 - stocktwits.com/howardlindzon
• JC - stocktwits.com/allstarcharts
• Phil - stocktwits.com/ppearlman
• Michael Parekh - stocktwits.com/MParekh
• Production and Marketing - penname.co
—
Trends with Friends is brought to you by Stocktwits: 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: stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer
