Navigating Market Nihilism and the Return of Fundamentals

Trends with Friends Trends with Friends

2 weeks ago

2 MIN READ

THIS WEEK ON TRENDS WITH FRIENDS

📅 Recorded live on Tuesday, November 26th.
Here are the charts.

WE COVER

The current state of venture capital and investment trends
How AI narratives are shaping investment decisions
The distinction between speculation and fundamental investing
Market breadth analysis and technical indicators
Small-cap and mid-cap market performance
Navigating market nihilism
Consumer discretionary sector strength

SKIP AHEAD

(00:00) Guest welcome and tech issues
(03:36) Market psychology and preparation
(06:20) AI narratives and investment trends
(13:20) Nvidia earnings
(17:07) Semiconductors hitting new lows
(18:53) Microstrategy vs Bitcoin
(24:49) Financial nihilism discussion
(39:20) S&P500 Trend Environment
(48:18) Technology sector underperformance
(51:54) Trends with No Friends: MasTec
(53:45) Closing thoughts

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
• Frank Rotman – https://x.com/fintechjunkie
• Riley – https://stocktwits.com/coloradoriley
• Production and Marketing – https://penname.co/

Missed the live episode? Follow Stocktwits on Twitter and YouTube so you don’t miss the next one.

GET IN TOUCH

Email us feedback and guest suggestions; we’d love to hear from you.

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.

Stocktwits, Inc. (“Stocktwits”) operates the stocktwits.com website and Stocktwits mobile device applications (the “Apps”). Stocktwits is not a securities broker-dealer, investment adviser, or any other type of financial professional. No content on the Stocktwits platform should be considered an offer, solicitation of an offer, or advice to buy or sell securities or any other type of investment or financial product. Read the full terms & conditions here. 🔍