The Sam Altman Soap Opera, Semiconductors as a Leading Indicator, Industrials and Homebuilders Inch to All-Time Highs — Trends with Friends EP. 39
About this episode
On Episode 39 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Sam Altman Soap Opera, Semiconductors as a Leading Indicator, Industrials and Homebuilders Inch to All-Time Highs, The Luxury Trend Continues, Pessimistic Sentiment and more.
Like and Subscribe if you enjoy the show.
Chapters
Intro (0:00)
Jingle Bells Fun Fact (0:18)
Howard Hates Burgundy (1:55)
Happy Thanksgiving (3:08)
The Sam Altman Soap Opera (4:46)
Nvidia Earnings (11:31)
Strength in Semis (12:30)
Follow the Reaction (16:33)
OpenAI Chaos Assists Google (17:53)
Semiconductors Are The Leading Indicator (18:50)
Industrials and Homebuilders Inch to All-Time Highs (20:57)
European Banks Multi-Year Breakout (22:42)
Global Participation (26:44)
The Luxury Trend Continues (35:25)
Video Game & Content Degeneracy (37:58)
Pessimistic Sentiment (41:03)
State of Start Ups (44:02)
Seasonality (47:44)
Phil’s Final Thoughts (49:14)
Featured Links
In-Person: New York Chapter Meeting featuring JC Parets, CMT & Holiday Cheer — https://cmtassociation.org/event/new-york-chapter-meeting-featuring-jc-parets-cmt/
TechMeme — Techmeme
Matthew Prince on OpenAI — https://twitter.com/eastdakota/status/1726735785188073726
FinTechJunkie — https://twitter.com/fintechjunkie
Howard’s Blog — https://www.howardlindzon.com/
JC’s Blog — https://allstarcharts.com/blog/
Pearl’s Prime Cuts — https://primecuts.substack.com/
Riley’s Blog — https://popularprice.beehiiv.com/
Follow Us on Twitter
Howard Lindzon — https://twitter.com/howardlindzon
JC Parets — https://twitter.com/allstarcharts
Phil Pearlman — https://twitter.com/ppearlman
Riley Rosebee — https://twitter.com/be_rosebee
Get every episode summarized
Each time Trends with Friends publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Trends with Friends
Streaming Wars: Why YouTube Wins & Netflix Is Chasing the Wrong Prize
Trends with Friends
Google vs OpenAI: Code Red, Gemini, and the AI Arms Race
Trends with Friends
Internet Capital Markets: Kyle Samani on Solana, Prediction Markets, and the $FO...
Trends with Friends
How Speculation Became a Global Pastime: Howard Lindzon and Katie Perry on the D...
Trends with Friends