The Boom is Back w/Special Guests Mike Dudas & Josh Isner
THIS WEEK ON TRENDS WITH FRIENDS
📅 Recorded live on Tuesday, November 12th.
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WE COVER
• The psychology behind Bitcoin’s surge and its impact on altcoins
• Axon’s journey from Taser to a $40 billion tech powerhouse
• The role of AI and VR in transforming police training
• Geopolitical tensions affecting the semiconductor industry
• Shopify’s comeback and the evolving e-commerce landscape
SKIP AHEAD
(00:00) Introduction and crypto market update
(01:50) Bitcoin hitting new all-time highs
(09:16) Mike Dudas on crypto market dynamics
(17:37) Why we’re long meme coins
(21:18) Altcoins waking up
(23:33) Solana
(26:29) 2025: What Mike is loving in Crypto
(30:41) The resilience of Bitcoin
(33:23) Josh Isner introduces Axon and its mission
(36:27) Axon’s $45.53B market cap
(38:13) International expansion and product development at Axon
(44:46) The worst part about being a public company
(46:09) Taser consumer products and market demographics
(58:21) Michael Parekh on Taiwan Semiconductor and geopolitical tensions
(01:03:20) JC’s technical analysis of semiconductor stocks
(01:06:46) Shopify’s resurgence and e-commerce trends
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
• Mike Dudas – https://x.com/mdudas
• Josh Isner – https://x.com/JoshIsner
• Riley – https://stocktwits.com/coloradoriley
• Production and Marketing – https://penname.co/
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