The Boom is Back w/Special Guests Mike Dudas & Josh Isner

This week Mike Dudas joins us to cover the resurging crypto market and we explore Axon's innovations in public safety with Josh Isner. We cover:

• The psychology behind Bitcoin's surge and its impact on altcoins

• Axon's journey from Taser to a $40 billion tech powerhouse

• The role of AI and VR in transforming police training

• Geopolitical tensions affecting the semiconductor industry

• Shopify's comeback and the evolving e-commerce landscape

Recorded live on Tuesday, November 12th

Charts: https://docs.google.com/presentation/d/1xjezdHNhb3jo6XpAwREJiu__ml65zfthpkdmQXs7eHE/edit#slide=id.g27fac37c9b6_0_1

Skip Ahead:

(00:00) Introduction and crypto market update

(01:50) Bitcoin hitting new all-time highs 

(09:16) Mike Dudas on crypto market dynamics

(17:37) Why we’re long meme coins 

(21:18) Altcoins waking up 

(23:33) Solana 

(26:29) 2025: What Mike is loving in Crypto

(30:41) The resilience of Bitcoin

(33:23) Josh Isner introduces Axon and its mission

(36:27) Axon’s $45.53B market cap

(38:13) International expansion and product development at Axon

(44:46) The worst part about being a public company

(46:09) Taser consumer products and market demographics

(58:21) Michael Parekh on Taiwan Semiconductor and geopolitical tensions

(01:03:20) JC's technical analysis of semiconductor stocks

(01:06:46) Shopify's resurgence and e-commerce trends

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 

• Mike Dudas - https://x.com/mdudas

• Josh Isner - https://x.com/JoshIsner

• 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/