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- Sh!t Storm for the Bears! — China's Market Reversal, Tesla's Valuation, and OpenAI’s $150B Bet
Sh!t Storm for the Bears! — China's Market Reversal, Tesla's Valuation, and OpenAI’s $150B Bet
Trends With Friends New Episode
Howard Lindzon
September 26, 2024
In this week’s episode of Trends with Friends, the crew and I dig into what’s happening in the market and beyond:
Bulls 1, Bears 0: We break down the resurgence in previously lagging sectors, with a special spotlight on China's unexpected market reversal.
Tesla's Sky-High Valuation: Love it or hate it, Tesla's numbers are making headlines again. We debate whether it's a meme stock or the real market leader.
Apple’s Next Move: Michael Parekh joins us with insights on Apple’s overlooked AI strategy and its game-changing new camera tech.
Betting on AI: We unpack Sam Altman's wild predictions for superintelligence and what OpenAI's $150B funding round means for the future. It’s not just hype—there’s serious money backing these bets.
Fitness for Finance: Phil riffs about why staying fit is crucial for longevity.
We also chat about Meta's Ray-Ban partnership, Stocktoberfest in Coronado, and our weekly "Trends with No Friends" segment (DuPont, we’re looking at you).
Don’t Miss the Action: 📊 Charts & Slides: Google Slides Link
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Skip Ahead
(00:00) Introduction and Italy travel banter
(03:40) Join us at Stocktoberfest in Coronado, CA from October 20-22
(08:03) Bull market discussion
(12:56) Camera technology and Apple's AI strategy
(19:15) Meta's Ray-Ban collab
(22:04) China's market
(32:15) $QFIN hitting new 3-year highs
(34:18) $TSLA: Meme Stock or Market Leader?
(42:45) Sam Altman's AI predictions and OpenAI funding
(54:30) Trends with No Friends: DuPont
(57:50) The importance of physical fitness
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