Uploaded September 2024 | Updated September 2026, 3 weeks ago
Join Howard Lindzon and the Trends with Friends crew as they dissect the broadening bull market, China's comeback, Tesla's controversial valuation, and the exponential growth of AI. Featuring insights from Michael Parekh on Apple's AI strategy and Sam Altman's bold predictions for superintelligence.
Key topics covered:
• The broadening bull market and outperformance of previously lagging sectors
• China's market reversal and potential implications for global markets
• Apple's underappreciated AI strategy and new camera technology
• Tesla's valuation debate: technical strength vs fundamental concerns
• Sam Altman's predictions for superintelligence and OpenAI's massive funding round
• The importance of physical fitness for investors and entrepreneurs
Recorded live on Tuesday, September 24th
Charts: docs.google.com/presentation/d/1geqpiyhGAw8m3unRhSCcLwumXbJsMxy8uXzq8WfmTUs/edit#slide=id.g2f2a51269e2_0_0
Skip Ahead:
(00:00) Introduction and Italy travel banter
(03:40) Join us at Stocktoberfest in Coronado, CA from October 20-22
(08:03) Bull market discussion
(12:56) Camera technology and Apple's AI strategy
(19:15) Meta's Ray-Ban collab
(22:04) China's market
(32:15) $QFIN hitting new 3-year highs
(34:18) $TSLA: Meme Stock or Market Leader?
(42:45) Sam Altman's AI predictions and OpenAI funding
(54:30) Trends with No Friends: DuPont
(57:50) The importance of physical fitness
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 Howard Lindzon and the Trends with Friends crew as they dissect the broadening bull market, China's comeback, Tesla's controversial valuation, and the exponential growth of AI. Featuring insights from Michael Parekh on Apple's AI strategy and Sam Altman's bold predictions for superintelligence.
Key topics covered:
• The broadening bull market and outperformance of previously lagging sectors
• China's market reversal and potential implications for global markets
• Apple's underappreciated AI strategy and new camera technology
• Tesla's valuation debate: technical strength vs fundamental concerns
• Sam Altman's predictions for superintelligence and OpenAI's massive funding round
• The importance of physical fitness for investors and entrepreneurs
Recorded live on Tuesday, September 24th
Charts: docs.google.com/presentation/d/1geqpiyhGAw8m3unRhSCcLwumXbJsMxy8uXzq8WfmTUs/edit#slide=id.g2f2a51269e2_0_0
Skip Ahead:
(00:00) Introduction and Italy travel banter
(03:40) Join us at Stocktoberfest in Coronado, CA from October 20-22
(08:03) Bull market discussion
(12:56) Camera technology and Apple's AI strategy
(19:15) Meta's Ray-Ban collab
(22:04) China's market
(32:15) $QFIN hitting new 3-year highs
(34:18) $TSLA: Meme Stock or Market Leader?
(42:45) Sam Altman's AI predictions and OpenAI funding
(54:30) Trends with No Friends: DuPont
(57:50) The importance of physical fitness
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
