Trends With Friends - Seriously Good Ideas, The Commodity Super Cycle, Cybersecurity and The Unsung Hero of AI

On this week’s episode of Trends with Friends we review the Commodity Super Cycle, Seriously Good Ideas, Cybersecurity, the Unsung Hero of AI, Stocktwits Popularity and Price.

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Chapters

(0:00) Howie in Tel Aviv
(3:42) Chart Talk
(4:35) Sector Performance Since July 12, 2023
(5:50) Next Gen Energy
(7:20) Uranium and the Commodity Super Cycle
(8:15) How to Participate in the Commodity Super Cycle
(20:15) Cyber is Speaking
(25:36) Seriously Good Ideas
(30:19) Fintech’s Dumpster Fire
(31:12) Unsung Heroes of AI… Industrials?
(32:43) The Degenerate Proxy
(35:56) Stocktwits Popularity & Price
(37:42) Up & to the Right, Options Volume
(38:48) Freaks will Find a Way
(40:32) Baltimore’s Bounce Back
(43:56) Sports Monopolies
(48:05) Phil’s Feast

And here are this week’s Featured Charts,

The S&P 500 remains within range.

Energy leads since the New 52-Week High List peaked in July 2023.

NexGen Energy knocks on All-Time Highs.

Did Uranium exploration bottom?

The Commodities Super Cycle.

Sector performance since the Dow Jones Industrial Average removed Exxon Mobil.

ATI, All-Time Highs?

UFP Industries.

Cyber stocks, Palo Alto Networks and CyberArk Software trend higher.

Check Point Software Technologies.

The Infrastructure Development ETF ($PAVE) is 73% Industrials.

CBOE cruises to All-Time Highs.