China's Market Breakout, Retail Trends, and the Future of AI-Driven Nuclear Energy | Jeff Macke

THIS WEEK ON TRENDS WITH FRIENDS 

In our latest episode of Trends with Friends we’re joined by special guest Jeff Macke. This episode dives into some of the most pressing topics shaping the market right now, from China’s recent market breakout to the unexpected resurgence of nuclear energy driven by AI’s insatiable power demands.

Key highlights include:

• China’s market resurgence: What it means for global markets.

• Holiday retail trends: Will Dave & Buster’s be a surprise winner?

• Nuclear energy comeback: How AI is driving demand for this once-forgotten power source.

• Consumer discretionary stocks: What’s next in this bull market?

• The “degenerate economy” index: What it tells us about the current economy.

• Market breadth and overlooked industrial stocks hitting new highs.

Here are the charts from this week

SKIP AHEAD

(00:00) Introduction and market overview
(00:33) Special guest: Jeff Mackey
(03:06) Discussion on China
(16:55) Retail market insights
(17:31) Dave and Buster’s analysis
(28:36) Home Depot and holiday sales
(32:21) Supply chain disruptions and retail impact
(34:54) AI and the nuclear power revolution
(35:58) Energy demands and utility industry shifts
(39:57) Market trends and sector rotations
(48:08) Global market performance and divergences
(54:04) Emerging industrial stocks
(58:06) Degenerate economy and investment strategies

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
• Jeff Macke – https://x.com/JeffMacke
• Riley – https://stocktwits.com/coloradoriley
• Production and Marketing – https://penname.co/

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