All right, Howard’s week is going great—Claude’s parenting the kids (and apparently only using the father-in-law’s bank account). From there, we get into the real story: Howard’s spicy tweet—“this bear market is AI Independence Day”—and why software is finally getting forced to show what’s under the hood.

We talk software’s margin era, private equity’s comfort with leverage, and how AI is coming for the “penthouse” first. Meanwhile, markets feel split-brained: staples vs tech valuation parity, credit cards getting smacked as the market thinks about stablecoins and 24/7 money movement, and why energy (XLE) is working because the narrative is working—AI needs compute, compute needs power.

Then we hit the Hindenburg Omen (five of them!), what it actually signals when highs and lows spike at the same time, and why “the contrarian software dip-buy” might be turning into the consensus trade.

Biggest takeaway: the agent era is already here. Kids don’t want to surf the web. They want to ask a chatbot for the answer, the flight, the stock, the move—everything. And if Google flipped the switch, nobody else can pretend they don’t have to.

We close with a brutal dose of reality (for Canada): USA vs Canada hockey, three-on-three overtime, and the kind of sports trauma that builds character.

#AI #Markets #Investing #Stocktwits #SoftwareStocks #EnergyStocks #HindenburgOmen #Hockey #howardlindzonshow

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Chapters

00:05 - Claude parenting + father-in-law’s bank account