Uploaded May 2024 | Updated September 2026, 3 weeks ago
China Tech | Argentina | Market Trends | Sentiment Shifts | Earnings | Elon | Media
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Welcome back to another week of Trends with Friends where our hosts tackle everything from the factors that drive earnings to the latest twists in China's tech scene. This week we cover:
• China's tech industry experiencing a mean reversion
• The recent sentiment shift
• Why you should ignore sensationalism in the media
• Bullish seasonality in May and the potential for a rebound in the market
• Balagi’s U.S. interest rate projections
• Some interesting charts and stocks to watch
—
Be sure to check out our new website: trendswithfriends.com
Subscribe to Trends with Friends: howardlindzon.com
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Thanks to our sponsor, Public. Public is an investing platform where members can build a portfolio of stocks, bonds, options, ETFs, crypto, and alternative assets—plus get an industry-leading 5.1%* APY with a high-yield cash account. Learn more today: public.com/trendswithfriends.
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Skip Ahead:
(00:00) Welcome banter
(03:33) China’s tech industry
(06:50) Market breakouts and mean reversions
(11:30) Investing in Argentina
(19:22) Recent sentiment shift
(22:58) Price action and market trends
(28:07) The bullish seasonality in May
(31:30) Ignoring sensationalism in the media
(36:00) QQQ and SPX rebounding
(38:40) Forward earning expectations
(44:03) Balagi’s U.S. interest rate projections
(50:08) Trends With NO Friends: Comfort Systems
(52:30) Latin America is firing
(54:45) What we’re pimping
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Referenced:
• Elon Musk “I recommend investing in Argentina” - twitter.com/elonmusk/status/1787654457339342932
• Ryan Detrick - carsongroup.com/insights/blog/team-members/ryan-detrick
• Balaji - twitter.com/balajis
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Big Thank You To Our Guest:
• Riley Rosebee - stocktwits.com/coloradoriley
—
Where To Find Howard and Friends:
• Howard - stocktwits.com/howardlindzon
• JC - stocktwits.com/allstarcharts
• Phil - stocktwits.com/ppearlman
• Production and Marketing - penname.co
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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.
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*Rebate rates vary from $0.06-$0.18 per contract depending on time of enrollment and number of referrals you make. Rates are subject to change at any time. See terms of the Options Rebate Program: public.com/disclosures/rebate-terms. Options are risky and not suitable for everyone. Investors must review the Options Disclosure Document (ODD): public.com/ODD. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC. See Fee Schedule & T&Cs: public.com/disclosures. Supporting documentation upon request. A High-Yield Cash Account is a brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank.
China Tech | Argentina | Market Trends | Sentiment Shifts | Earnings | Elon | Media
—
Welcome back to another week of Trends with Friends where our hosts tackle everything from the factors that drive earnings to the latest twists in China's tech scene. This week we cover:
• China's tech industry experiencing a mean reversion
• The recent sentiment shift
• Why you should ignore sensationalism in the media
• Bullish seasonality in May and the potential for a rebound in the market
• Balagi’s U.S. interest rate projections
• Some interesting charts and stocks to watch
—
Be sure to check out our new website: trendswithfriends.com
Subscribe to Trends with Friends: howardlindzon.com
—
Thanks to our sponsor, Public. Public is an investing platform where members can build a portfolio of stocks, bonds, options, ETFs, crypto, and alternative assets—plus get an industry-leading 5.1%* APY with a high-yield cash account. Learn more today: public.com/trendswithfriends.
—
Skip Ahead:
(00:00) Welcome banter
(03:33) China’s tech industry
(06:50) Market breakouts and mean reversions
(11:30) Investing in Argentina
(19:22) Recent sentiment shift
(22:58) Price action and market trends
(28:07) The bullish seasonality in May
(31:30) Ignoring sensationalism in the media
(36:00) QQQ and SPX rebounding
(38:40) Forward earning expectations
(44:03) Balagi’s U.S. interest rate projections
(50:08) Trends With NO Friends: Comfort Systems
(52:30) Latin America is firing
(54:45) What we’re pimping
—
Referenced:
• Elon Musk “I recommend investing in Argentina” - twitter.com/elonmusk/status/1787654457339342932
• Ryan Detrick - carsongroup.com/insights/blog/team-members/ryan-detrick
• Balaji - twitter.com/balajis
—
Big Thank You To Our Guest:
• Riley Rosebee - stocktwits.com/coloradoriley
—
Where To Find Howard and Friends:
• Howard - stocktwits.com/howardlindzon
• JC - stocktwits.com/allstarcharts
• Phil - stocktwits.com/ppearlman
• Production and Marketing - penname.co
—
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.
—
*Rebate rates vary from $0.06-$0.18 per contract depending on time of enrollment and number of referrals you make. Rates are subject to change at any time. See terms of the Options Rebate Program: public.com/disclosures/rebate-terms. Options are risky and not suitable for everyone. Investors must review the Options Disclosure Document (ODD): public.com/ODD. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC. See Fee Schedule & T&Cs: public.com/disclosures. Supporting documentation upon request. A High-Yield Cash Account is a brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank.
