Trends with Friends

On this election day special, we dive into the potential market impacts of the  U.S. election, explore the latest in crypto, and discuss the staggering $9 trillion investment in AI compute. Joined by Zach Pandl from Grayscale, we cover:

• How different election outcomes might affect Bitcoin and the broader crypto market

• The future of Ethereum and its role in the financial system

• Palantir's recent surge and the power of effective storytelling in the markets

• The potential $9 trillion investment in AI compute and its implications

• The changing landscape of crypto investing with the introduction of ETFs

• Market sentiment on election day and how to navigate potential volatility

• The importance of education and responsible investing in the crypto space

Recorded live on Tuesday, November 5th

Charts: https://docs.google.com/presentation/d/1iBA6QkOnd40bqKWeTmjoWvBE0MEbQ3eAjgav4dG0x94/edit#slide=id.g27fac37c9b6_0_1

Skip Ahead:

(00:00) Welcome to election day

(02:10) Stocktwits polls and market sentiments

(05:35) Crypto market reactions to election outcomes

(16:37) Ethereum's future 

(18:57) Israel's stock market and tech innovations

(21:29) Palantir's success and market storytelling

(30:34) Pre-election jitters, behavioral economics, and human flaws

(33:58) The role of futures and individual stocks

(38:40) Sentiment composite

(41:44) Bitcoin ETFs and a look at Microstrategy 

(48:52) AI and compute investments

(55:38) Phil's note to the 'losers' of the election 

(58:28) Trends with No Friends: Frontdoor

Where To Find Howard and Friends: 

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

• JC - https://stocktwits.com/allstarcharts 

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

• Michael Parekh - https://stocktwits.com/MParekh 

• Zach Pandl - https://x.com/lowbeta_

• Riley - https://stocktwits.com/coloradoriley 

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

Trends with Friends is brought to you by Stocktwits: https://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: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join us as we dive deep into the world of crypto with Pranav Kanade from VanEck. We explore Bitcoin's recent breakout, the potential impact of crypto on the 2024 election, and the rising importance of stablecoins. Plus, we discuss the resurgence of Robinhood, the future of fintech, and much more. Topics include:

• The recent Bitcoin breakout and its implications

• How crypto could influence the 2024 US election

• The growing importance of stablecoins in the crypto ecosystem

• Robinhood's strategic moves in the crypto space

• The potential of AI and its impact on various industries

• Tech earnings and market trends

• The rise of Helium and its innovative network model

• Trends with No Friends: A look at Herc Holdings

Recorded live on Tuesday, October 29th

Charts: https://docs.google.com/presentation/d/1ietzehqGw-ozIHX3n6Z2hh7TlG-cbaDLHIYcb8K78a4/edit#slide=id.g27fac37c9b6_0_1

Skip Ahead:

(00:00) Introduction

(03:50) Analysis of big tech stocks and market trends

(07:13) The AI tech wave

(09:47) Nvidia and its market position

(13:12) Google's AI strategy and market position

(21:01) The potential of Perplexity

(29:32) Bitcoin's recent breakout and market dominance

(37:43) The rise of stablecoins and their potential

(40:29) Robinhood's strategic position in crypto

(50:58) Crypto's potential impact on the 2024 US election

(55:12) Helium's innovative network model and recent developments

(58:27) Trends with No Friends: Herc Holdings

(01:00:35) Analysis of Philip Morris International vs Altria Group

Where To Find Howard and Friends: 

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

• JC - https://stocktwits.com/allstarcharts 

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

• Michael Parekh - https://stocktwits.com/MParekh 

• Pranav Kanade - https://x.com/vaneckpk

• Riley - https://stocktwits.com/coloradoriley 

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

Trends with Friends is brought to you by Stocktwits: https://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: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Dive into the world of meme coins with Nicky Montana as we explore the explosive growth of this new asset class, its implications for traditional finance, and the cultural shift it represents. We cover:

• The rise of meme coins and their billion-dollar market caps

• How meme coins compare to traditional investments and "pink sheet" stocks

• The role of community and culture in driving meme coin valuations

• The potential for meme coins to disrupt traditional finance and VC models

• The risks and rewards of investing in highly volatile assets

• How on-chain analysis is changing the game for investors

• The potential impact of AI on the future of meme coins and content creation

• The financialization of attention and its implications for the future of investing

Recorded live on Tuesday, October 15th

Charts: https://docs.google.com/presentation/d/1e5TBk_6NS3HBth4Rxxc4oDJreKBIApMIMxCpGbWDBVU/edit?usp=sharing

Skip Ahead:

(00:00) Introduction and guest background

(09:28) Past winners from Trends with Friends

(17:00) The meme coin gold rush

(22:47) Popcat and the billion-dollar meme coin phenomenon

(27:09) Better than sports betting

(30:11) What to look for when investing in meme coins

(33:34) The risks and downsides of meme coin speculation

(38:39) The potential for meme coins to disrupt traditional finance

(49:56) AI's role

(51:05) Nicky's upcoming appearance at Stocktoberfest

(51:54) JC's analysis of cryptocurrency market trends

(57:10) Trends with No Friends: $LOAR

Where To Find Howard and Friends: 

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

• JC - https://stocktwits.com/allstarcharts 

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

• Michael Parekh - https://stocktwits.com/MParekh 

• Nicky Montana - https://x.com/nickymontanaa

• Riley - https://stocktwits.com/coloradoriley 

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

Trends with Friends is brought to you by Stocktwits: https://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: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

In this episode, we dive deep into India's booming stock market and digital economy with Yash from Stocktwits India. We explore the factors driving India's market surge, the impact of AI and semiconductors on global tech, and the shifting dynamics between India, China, and the US in the tech space.

Key topics covered:

• India's stock market boom and the factors driving it

• The rise of retail investors in India

• India's digital revolution and the impact of companies like Jio

• The competition between India and China in the tech space

• Semiconductor industry trends and their global impact

• The potential of AI and synthetic content

• Recent market trends in the US, including the performance of tech giants

• Climate change and its potential market impacts

Recorded live on Tuesday, October 8th

Charts: https://docs.google.com/presentation/d/1hx57-ZSg2To8hhflFcdaLDLYgbaesyNlR4K-t2RFkPQ/edit#slide=id.g3096fa4265e_1_0

Skip Ahead:

(00:00) Introduction and banter

(01:58) Introducing Yash from Stocktwits India

(05:18) Overview of India's stock market boom

(13:50) The emerging internet market 

(16:14) The impact of banning TikTok in India

(19:02) Life and trading in Mumbai

(21:15) Stocktwits India

(24:04) Discussion on Swiggy IPO and India's IPO trends

(30:30) Analysis of semiconductor industry trends

(39:39) Google's NotebookLM and AI developments

(43:54) Synthetic content

(45:38) Low volatility vs S&P500

(56:20) Nvidia vs S&P500

(57:27) WhatsApp's dominance in India

(01:02:10) Climate change and its market impacts

(01:05:44) Trends with No Friends: Tractor Supply

Where To Find Howard and Friends: 

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

• JC - https://stocktwits.com/allstarcharts 

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

• Michael Parekh - https://stocktwits.com/MParekh 

• Riley - https://stocktwits.com/coloradoriley 

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

Trends with Friends is brought to you by Stocktwits: https://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: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join us for a deep dive into market trends with special guest Jeff Macke. We explore China's market breakout, retail trends heading into the holiday season, and the surprising comeback of nuclear energy driven by AI. Plus, insights on consumer discretionary stocks, the "degenerate economy" index, and more. Key topics include:

• China's market resurgence and its implications for global markets

• Retail trends and holiday season outlook, featuring Dave & Buster's as a potential winner

• The unexpected revival of nuclear energy due to AI's massive power demands

• Consumer discretionary sector rotation and its significance in the current bull market

• The "degenerate economy" index and its components

• Overlooked industrial stocks making new highs

• Market breadth and global market trends

Recorded live on Tuesday, October 1st

Charts: https://docs.google.com/presentation/d/11-zgjXf-kBSI0fFnbd5iHD-sadf6HMwLgBDhMjTeKuQ/edit#slide=id.g27fac37c9b6_0_1

Skip Ahead:

(00:00) Introduction and market overview

(00:33) Special guest: Jeff Mackey

(03:06) Discussion on China

(16:55) Retail market insights

(17:31) Dave and Buster's analysis

(28:36) Home Depot and holiday sales

(32:21) Supply chain disruptions and retail impact

(34:54) AI and the nuclear power revolution

(35:58) Energy demands and utility industry shifts

(39:57) Market trends and sector rotations

(48:08) Global market performance and divergences

(54:04) Emerging industrial stocks

(58:06) Degenerate economy and investment strategies

Where To Find Howard and Friends: 

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

• JC - https://stocktwits.com/allstarcharts 

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

• Michael Parekh - https://stocktwits.com/MParekh 

• Jeff Macke - https://x.com/JeffMacke

• Riley - https://stocktwits.com/coloradoriley

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

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

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Recorded live on Tuesday, September 24th

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Charts: https://docs.google.com/presentation/d/1geqpiyhGAw8m3unRhSCcLwumXbJsMxy8uXzq8WfmTUs/edit#slide=id.g2f2a51269e2_0_0

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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

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Where To Find Howard and Friends: 

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

• JC - https://stocktwits.com/allstarcharts

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

• Michael Parekh - https://stocktwits.com/MParekh

• 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/

Join Howard Lindzon and Michael Parekh as they dive deep into the world of venture capital with Mike Maples Jr., founding partner at Floodgate Partners. This insightful conversation covers the evolution of VC from Web 2.0 to the era of AI, the importance of pattern-breaking in startup success, and the changing dynamics of founder-investor relationships. Key topics include:

• The origins of Floodgate and Mike's journey in VC

• The concept of "pattern breaking" in startup investing

• The transition from mass computation to mass connectivity to mass cognition

• The importance of valuation and return potential in seed investing

• The future of AI and its impact on various industries

• The delicate balance of being "founder friendly" while serving LPs

• The potential for AI to create new consumer-focused breakthrough companies

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Recorded live on Tuesday, September 17th

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Skip Ahead:

(00:00) Introduction and Mike's background

(05:40) The origins of Floodgate and early investments

(14:15) Navigating the venture capital landscape

(27:15) The role of founders in startups

(32:30) The future of AI and its impact on various industries

(38:08) What people miss about seed investing

(44:14) Defining a circle of confidence and looking back on missed opportunities

(50:40) What we're optimistic about: cognition and LLM's

(01:01:53) The potential for AI in creating new consumer companies

(01:08:04) Final thoughts on the future of venture capital

(01:14:04) Founder-friendly investing

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Where To Find Howard and Friends: 

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

• Michael - https://stocktwits.com/MParekh

• Mike Maples Jr. - https://x.com/m2jr

• 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/

Join Phil Pearlman, JC Parets, Michael Parekh, and Larry Thompson as they dissect current market trends, from semiconductors to financials, and explore the future of AI in consumer tech. This episode covers:

• The potential top in semiconductors and its implications for the broader market

• Why financials are poised for outperformance in the coming months

• Apple's AI strategy and its impact on personal health technology

• Under-the-radar stock picks in the "Trends with No Friends" segment

• The integration of AI into everyday devices and its societal implications

• Technical analysis techniques for identifying market trends

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Recorded live on Tuesday, September 10th

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Charts: https://docs.google.com/presentation/d/1_pEGmgilFAbJ5U3jCQRxX6fl8I_Dbrf7MBjTX2BCbKA/edit?usp=sharing

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Skip Ahead:

(00:00) Introduction and semiconductor market analysis

(06:17) We are at the beginning of the beginning of the AI wave

(13:42) The case for financials outperformance

(33:20) Bonds and yield curves

(38:53) Apple's AI strategy and health tech innovations

(51:32) The future of personal health data and AI assistants

(58:57) Trends with No Friends: Aramark (ARMK) analysis

(01:01:16) Closing thoughts and market outlook

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Where To Find Howard and Friends: 

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

• JC - https://stocktwits.com/allstarcharts

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

• Michael - https://stocktwits.com/MParekh

• Larry Thompson - https://x.com/hostilecharts

• Riley - https://stocktwits.com/coloradoriley

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

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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/

Join Howard Lindzon, JC Parets, Phil Pearlman, and Michael Parekh as they dive into September market trends, the impact of AI across various sectors, and uncover hidden opportunities. This episode covers:

• September seasonality and its impact on market sentiment

• The broadening bull market and sector rotation

• AI's influence on healthcare, robotics, and global competition

• The case for continued strength in technology stocks

• Under-the-radar stock picks in the "Trends with No Friends" segment

• The state of the NFL and some lighthearted football predictions

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Recorded live on Tuesday, September 3rd 

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Charts: https://docs.google.com/presentation/d/1EtAgh2A-joOuM4AwaMe1WWU5B3oFjdnGOacwxmoPJyk/edit?usp=sharing

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Where To Find Howard and Friends: 

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

• JC - https://stocktwits.com/allstarcharts

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

• Michael - https://stocktwits.com/MParekh

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

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Skip Ahead:

(00:00) Introduction and September market overview

(04:16) AI's impact on semiconductors and data centers

(12:20) The potential of AI in healthcare and robotics

(20:09) Global competition in AI and technology

(27:24) Monthly charts with JC

(35:50) NYSE and DJ Industrial Average hitting new ATH's

(36:55) Continued strength in technology stocks

(39:55) Is Nvidia the greatest stock of all time?

(42:20) Myopic loss aversion 

(46:00) Global stock market review

(49:13) Trends with No Friends: Lamar Advertising (LAMR)

(56:27) NFL predictions and closing thoughts

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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/⁠

In this special episode of Trends with Friends, Howard Lindzon and Phil Pearlman are joined by a panel of experts to discuss the transformative power of AI, its implications for various industries, and investment strategies in this rapidly evolving landscape. Featuring Raja Doddala, Chris Camillo, and Michael Parekh, the conversation covers:

• The current state and future potential of AI and robotics

• The impact of AI on labor markets and productivity

• Investment strategies for AI and related technologies

• The role of data in AI development and scaling

• Global competition in AI and robotics, particularly between the US and China

• The importance of infrastructure and energy in supporting AI growth

• Potential risks and challenges in AI investing

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Recorded live on Wednesday, August 28th 

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Charts: https://docs.google.com/presentation/d/1Z5lDcR9btEKhkI5qiu5mxxw1Tr7VLHZ3K8bXQBUMIrE/edit#slide=id.g28375c66b95_10_25

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About Our Guests:

Raja Doddala: Partner at Churchill Asset Management, focusing on venture and growth equity investments.

Chris Camillo: Retail investor known for his "social arbitrage" investing strategy and host of Dumb Money.

Michael Parekh: Former Goldman Sachs executive with extensive experience in tech investing and analysis.

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Where To Find Howard and Friends: 

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

• JC - https://stocktwits.com/allstarcharts 

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

• Michael Parekh - https://stocktwits.com/MParekh

• Raja Doddala - https://x.com/rdoddala

• Chris Camillo - https://x.com/ChrisCamillo

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

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Skip Ahead:

(00:00) Guest introductions

(06:07) The current state of AI and its potential impact

(09:45) AI's effect on developer productivity

(14:50) The transformative power of AI on labor markets

(24:50) The importance of data in AI development

(26:00) The role of robotics in the AI revolution

(32:00) Visual data through robots

(38:53) Global competition in AI and robotics

(46:40) AI jumps ahead in valuations

(49:30) AI scaling laws and their implications

(01:01:08) Investment strategies for AI and related technologies

(01:08:44) The importance of energy in AI infrastructure

(01:13:05) Final thoughts on investing in personal health amidst rapid technological change

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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/