Meta's Smart Glasses, CrowdStrike's Glitch, and the Degenerate Economy

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THIS WEEK ON TRENDS WITH FRIENDS

This week, we delve into Meta’s partnership with Luxottica and the future of smart glasses, examine the implications of CrowdStrike’s recent software glitch, and explore Howard’s DGEN Economy index and its performance. JC provides insights on market rotations from tech to financials and small caps as well as the resurgence of regional banks and transportation stocks, and Riley explains this week’s Trends with No Friends pick for an underfollowed stock—TE Connectivity.

SKIP AHEAD

(00:00) Meta to buy Luxottica?
(07:35) Is the market correcting?
(12:59) The size of the internet today
(15:15) Challenges for OpenAI
(23:51) JC’s chart pick: large-, mid-, and small-cap financials
(27:40) Howard’s picks: Gold, Solana, and Bitcoin
(32:44) The bullish nature of election years
(36:45) A look back on TwF bets
(38:20) CrowdStrike’s software glitch and implications
(47:23) Other ATH’s: healthcare, transportation, and more
(54:26) TE Connectivity: An underfollowed gem
(58:46) Howard’s DGEN portfolio
(01:04:28) Stocktoberfest
(01:05:25) StockTwits’ new earnings call feature

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
• Riley – https://stocktwits.com/coloradoriley
• Production and Marketing – https://penname.co/

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