Bull Market Bonanza: Robinhood and Goldman Making Comebacks, 24/7 Trading, and The Road to AGI

Trends with Friends Trends with Friends

9 months ago

3 MIN READ

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THIS WEEK ON TRENDS WITH FRIENDS

This week, we explore the strong bull market, focusing on how Robinhood and Goldman Sachs are making a comeback. We discuss the details of the European market, how different sectors are changing, and the relationship between smaller companies and big industrial giants. We also talk about why the New York Times’ subscription model is doing so well, consider the idea of trading happening 24/7, and discuss how to classify tech companies.

SKIP AHEAD

(00:00) Introduction and market overview
(03:17) “It’s a total shit storm for the bears”
(04:02) Robinhood’s comeback and the “degenerate economy”
(07:04) Goldman Sachs’ renewed focus and success
(10:55) Sector rotation, laggards, and leaders
(14:50) Classifying tech companies
(18:01) The New York Times
(23:10) The growing influence of AI content generation
(29:11) Sentiment analysis and market context
(35:23) Lazy thinking vs. deep analysis
(40:00) New AI developments
(44:45) OpenAI’s five stages of AI development
(51:07) Geo Group
(53:24) 24/7 trading insights from Robinhood
(54:34) The EU market
(58:35) Closing thoughts: Don’t do anything stupid in a bull market

THANK YOU TO OUR GUEST

Michael Parekh is a former Goldman Sachs executive with over 20 years of experience, who now focuses on investing in and analyzing technology trends. He’s known for his deep understanding of semiconductor, internet, and AI industries.

Follow Michael:
• LinkedIn – https://www.linkedin.com/in/michaelparekh/
• Twitter – https://x.com/mparekh
• Medium – https://medium.com/@mparekh/about

WHERE TO FIND HOWARD AND FRIENDS

• Howard – https://stocktwits.com/howardlindzon
• JC – https://stocktwits.com/allstarcharts
• Phil – https://stocktwits.com/ppearlman
• Production and Marketing – https://penname.co/

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