Betting big on the Apple Vision Pro, FinChat reshapes finance, small caps vulnerability

Welcome back to Trends with Friends!

Today we’re joined by guests Michael Parekh (AI/Tech investor) and Braden Dennis (CEO of FinChat). Howard, JC, Phil, Riley, Michael, and Braden discuss the following:

• The capabilities and potential of the Apple Vision Pro
• The impact of AI on the finance industry
• Why AI prompting is such an important skill
• FinChat and its ability to provide accurate and comprehensive financial data
• NYT vs. OpenAI and the future of the internet
• Diabetes and Ozempic
• Why JC says to “short everything”
• The vulnerability of small caps
• A long China and short US trade
• How Google Gemini is consolidating AI efforts

In This Episode, We Cover:

(00:00) Introduction and Grass Leagues

(04:40) Apple Vision Pro: more than just a toy

(08:40) How Apple is uniquely positioned in the market

(17:07) Enterprise impacts and timeline

(22:13) FinChat: what they’re building, and why

(27:40) NYT vs. OpenAI and the future of the internet

(31:09) JC's bearish view on the market and market sentiment

(34:50) The vulnerability of the market and potential rotation

(37:53) The psychology of investing

(40:06) SPG, Toyota ($TY) vs. Tesla ($TSLA), and Web 2.0 Leaders

(43:37) DJ Industrial and S&P 500 through election cycles

(47:25) Long China, short US trade

(51:14) The power of FinChat

(53:37) Diabetes and Ozempic

(56:12) Ozempic revenue charts on FinChat

(01:00:06) Prompt engineering

(01:03:31) Google’s Gemini and consolidation of AI efforts

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Big Thank You To Our Guests:

Michael Parekh: https://twitter.com/MParekh

Braden Dennis: https://twitter.com/bradocapital

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Where To Find Howard and Friends:

Howard - https://stocktwits.com/howardlindzon

JC - https://stocktwits.com/allstarcharts

Phil - https://stocktwits.com/ppearlman

Riley - https://stocktwits.com/coloradoriley

And here are this week’s Featured Charts