Sh!t Storm for the Bears! — China's Market Reversal, Tesla's Valuation, and OpenAI’s $150B Bet

THIS WEEK ON TRENDS WITH FRIENDS 

In this week’s episode of Trends with Friends, Howard Lindzon and the crew dive into the expanding bull market, China’s surprising rebound, and Tesla’s heated valuation debate. We’re joined by Michael Parekh to discuss Apple’s AI game plan and Sam Altman’s predictions on superintelligence. We cover:

• Bull Market Insights: Sectors that were lagging are now leading – what does it mean for investors?

• China’s Comeback: A look at China’s market reversal and its impact on the global stage.

• Apple’s AI Strategy: Unpacking their approach to AI and new camera tech.

• Tesla’s Valuation: Technical strength vs. fundamental concerns – where do you stand?

• Superintelligence & Funding: Sam Altman’s vision for the future and OpenAI’s record-breaking funding round.

• Fit for Success: Why staying physically fit is a game-changer.

Here are the charts from this week

SKIP AHEAD

(00:00) Introduction and Italy travel banter
(03:40) Join us at Stocktoberfest in Coronado, CA from October 20-22
(08:03) Bull market discussion
(12:56) Camera technology and Apple’s AI strategy
(19:15) Meta’s Ray-Ban collab
(22:04) China’s market
(32:15) $QFIN hitting new 3-year highs
(34:18) $TSLA: Meme Stock or Market Leader?
(42:45) Sam Altman’s AI predictions and OpenAI funding
(54:30) Trends with No Friends: DuPont
(57:50) The importance of physical fitness

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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