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America vs China: The AI Approval Gap Nobody's Talking About
Has Silicon Valley completely lost the plot with AI? This week on the Howard Lindzon Show, Howard and Michele break down the massive "vibe shift" around Artificial Intelligence, including new Pew Research showing a staggering gap in AI approval ratings between the US and China.
Plus, they dive into the SEC's controversial proposal to make quarterly earnings optional, why the market is brushing off terrible headlines, and how the "oversupply of degeneracy" is impacting prediction markets, Robinhood, and DraftKings.
🏆 Don't forget! The 2026 Cashtag Awards are coming up on May 4th at the New York Stock Exchange. Get all the details and secure your spot: [Insert Link to cashtag.stocktwits.com]
In this episode, we cover:
Why investors are fleeing to cash at the fastest rate since 2020.
The unintended consequences of the SEC potentially ending quarterly earnings reports.
Why the tech industry's biggest billionaires are ruining AI's public image.
The hidden AI hardware winners: Apple's Mac Mini and Google.
The oversupply of prediction markets and why Robinhood’s stock is struggling despite the degeneracy boom.
Chapters:
00:00 - Intro & St. Patrick’s Day Banter
00:48 - Announcing the 2026 Cashtag Awards at the NYSE!
02:21 - Market Vibes: Why are investors rushing to cash?
05:38 - The SEC wants to make quarterly earnings optional?!
10:50 - Insider trading risks & the SpaceX SPY inclusion
16:21 - The AI Vibe Shift: Why 83% of Americans dislike AI
21:39 - Big Tech's massive PR problem & Claude vs. the Pentagon
24:26 - OpenAI’s pivot & why Apple and Google are the real AI winners
28:16 - The "Oversupply of Degeneracy": DraftKings, Robinhood, & Prediction Markets
33:05 - Outro & Finding global buying opportunities
View all episodes
By StocktwitsHas Silicon Valley completely lost the plot with AI? This week on the Howard Lindzon Show, Howard and Michele break down the massive "vibe shift" around Artificial Intelligence, including new Pew Research showing a staggering gap in AI approval ratings between the US and China.
Plus, they dive into the SEC's controversial proposal to make quarterly earnings optional, why the market is brushing off terrible headlines, and how the "oversupply of degeneracy" is impacting prediction markets, Robinhood, and DraftKings.
🏆 Don't forget! The 2026 Cashtag Awards are coming up on May 4th at the New York Stock Exchange. Get all the details and secure your spot: [Insert Link to cashtag.stocktwits.com]
In this episode, we cover:
Why investors are fleeing to cash at the fastest rate since 2020.
The unintended consequences of the SEC potentially ending quarterly earnings reports.
Why the tech industry's biggest billionaires are ruining AI's public image.
The hidden AI hardware winners: Apple's Mac Mini and Google.
The oversupply of prediction markets and why Robinhood’s stock is struggling despite the degeneracy boom.
Chapters:
00:00 - Intro & St. Patrick’s Day Banter
00:48 - Announcing the 2026 Cashtag Awards at the NYSE!
02:21 - Market Vibes: Why are investors rushing to cash?
05:38 - The SEC wants to make quarterly earnings optional?!
10:50 - Insider trading risks & the SpaceX SPY inclusion
16:21 - The AI Vibe Shift: Why 83% of Americans dislike AI
21:39 - Big Tech's massive PR problem & Claude vs. the Pentagon
24:26 - OpenAI’s pivot & why Apple and Google are the real AI winners
28:16 - The "Oversupply of Degeneracy": DraftKings, Robinhood, & Prediction Markets
33:05 - Outro & Finding global buying opportunities