Apple’s AI Strategy, Financials’ Resurgence, and Top Stock Picks with Larry Thompson

THIS WEEK ON TRENDS WITH FRIENDS 

In our latest Trends with Friends episode, Phil Pearlman, JC Parets, Michael Parekh, and Larry Thompson tackle everything from semiconductor trends to the future of AI in consumer tech.

WE COVER

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

• Why financials could lead the pack in the coming months

• A deep dive into Apple’s AI strategy and its impact on personal health

• Hidden gems in the “Trends with No Friends” segment

• The role of AI in everyday tech and its societal impacts

• Technical analysis strategies to help you navigate the market

Here are the charts from this week

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

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.co/

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