This week, we explore the strong bull market, focusing on how Robinhood and Goldman Sachs are making a comeback. We discuss the details of the European market, how different sectors are changing, and the relationship between smaller companies and big industrial giants. We also talk about why the New York Times' subscription model is doing so well, consider the idea of trading happening 24/7, and discuss how to classify tech companies.

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Skip Ahead:

(00:00) Introduction and market overview

(03:17) “It’s a total shit storm for the bears” 

(04:02) Robinhood's comeback and the "degenerate economy"

(07:04) Goldman Sachs' renewed focus and success

(10:55) Sector rotation, laggards, and leaders 

(14:50) Classifying tech companies

(18:01) The New York Times

(23:10) The growing influence of AI content generation 

(29:11) Sentiment analysis and market context

(35:23) Lazy thinking vs. deep analysis

(40:00) New AI developments

(44:45) OpenAI’s five stages of AI development

(51:07) Geo Group

(53:24) 24/7 trading insights from Robinhood

(54:34) The EU market

(58:35) Closing thoughts: Don't do anything stupid in a bull market

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Referenced:

• Robinhood: https://robinhood.com/us/en/

• Goldman Sachs: https://www.goldmansachs.com/

• Uber: https://www.uber.com/

• The New York Times: https://www.nytimes.com/

• World: https://www.nytimes.com/games/wordle/index.html

• Jeff Bezos: https://en.wikipedia.org/wiki/Jeff_Bezos

• Marc Benioff: https://en.wikipedia.org/wiki/Marc_Benioff

• Ben Horowitz: https://en.wikipedia.org/wiki/Ben_Horowitz

• Elon Musk: https://en.wikipedia.org/wiki/Elon_Musk

• Perplexity: https://www.perplexity.ai/

• Strava: https://www.strava.com/

• Netflix: https://www.netflix.com/

• Cognitive miser: https://en.wikipedia.org/wiki/Cognitive_miser#:~:text=Fiske%20and%20Taylor%20argue%20that,strategies%20that%20economise%20complex%20problems.

• Michael Parekh’s Newsletter: https://michaelparekh.substack.com/

•Hinge: https://hinge.co/

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Thank You To Our Guest:

• Michael Parekh - https://www.linkedin.com/in/michaelparekh/

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Where To Find Howard and Friends:

• Howard Lindzon - https://stocktwits.com/howardlindzon

• JC Parets - https://stocktwits.com/allstarchart

• Phil Pearlman - https://stocktwits.com/ppearlman

• Production and Marketing - https://penname.co/

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Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/

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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: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

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Robinhood, Goldman Sachs, The New York Times, sector rotation, small caps, tech companies, European market, personal data