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The Sam Altman Soap Opera, Semiconductors as a Leading Indicator, Industrials and Homebuilders Inch to All-Time Highs
Trends with Friends EP. 39
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/eef0971c-e815-4520-92c1-5048e36e812b/Untitled.png?t=1700280154)
Welcome back to Trends with Friends!
On this week’s episode we review the Sam Altman Soap Opera, Semiconductors as a Leading Indicator, Industrials and Homebuilders Inch to All-Time Highs, The Luxury Trend Continues, Pessimistic Sentiment and more.
Tune in on your favorite podcast platform or select a timestamp to skip ahead. Please leave us a Like or Comment if you enjoy the show.
Chapters
Intro (0:00)
Jingle Bells Fun Fact (0:18)
Howard Hates Burgundy (1:55)
Happy Thanksgiving (3:08)
The Sam Altman Soap Opera (4:46)
Nvidia Earnings (11:31)
Strength in Semis (12:30)
Follow the Reaction (16:33)
OpenAI Chaos Assists Google (17:53)
Semiconductors as a Leading Indicator (18:50)
Industrials and Homebuilders Inch to All-Time Highs (20:57)
European Banks Multi-Year Breakout (22:42)
Global Participation (26:44)
The Luxury Trend Continues (35:25)
Video Game & Content Degeneracy (37:58)
Pessimistic Sentiment (41:03)
State of Start Ups (44:02)
Seasonality (47:44)
Phil’s Final Thoughts (49:14)
Here are this week’s Featured Charts,
Strength in Semis
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/cfefb901-e38a-4d58-a704-898bceaa6afe/Untitled.png?t=1700623897)
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/f56857ae-2886-44f4-be59-7741093982e9/Untitled.png?t=1700623944)
Nvidia’s fibonacci levels of interest
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/92010067-b84c-437c-adcc-4956655c549a/Untitled.png?t=1700623898)
Industrials and Homebuilders inch to all-time highs
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/4e226818-6425-467c-8168-4805670383be/Untitled.png?t=1700623953)
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/84af4c84-2a15-4e19-b36d-cb74b5be1f6f/Untitled.png?t=1700623953)
Tech ticks an all-time high
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/afba98ee-64f6-4eaa-a6f1-bd9ee677aafb/Untitled.png?t=1700623898)
European Banks breakout to multi-year highs
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/86d414cd-8d16-4144-b289-59e9fbc15ba2/Untitled.png?t=1700623965)
Global participation
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/a2a6626a-1580-4458-85f2-a381e4f12f7d/Untitled.png?t=1700623897)
Iron Mountain marches to all-time highs
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/37cf73ef-c785-441e-9530-e5b240fb46f1/Untitled.png?t=1700623903)
Argentina’s advance
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/4eca9d92-5599-4579-a72f-132373eee584/Untitled.png?t=1700623908)
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/446ee347-1f38-4be3-bfb5-cb1464eedc1e/Untitled.png?t=1700624016)
Axon on the cusp of all-time highs
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/041d6332-3f23-4975-bdca-07c0cef9db93/Untitled.png?t=1700623896)
MakeMyTrip meanders higher
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/77fc9365-fd02-4f8e-a72f-0b1bdb1687ff/Untitled.png?t=1700623898)
Mi Homes marches through $100
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/060abf45-4b2e-4d2f-a99a-3fe8973f7168/Untitled.png?t=1700623898)
The luxury trend continues
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/294a3f02-e53d-4f3b-9eb7-b3d7dbd68998/Untitled.png?t=1700624025)
Video Game & Content Degeneracy
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/2016e599-133f-4597-b8e6-276ce23e23e8/Untitled.png?t=1700624034)
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/0d3b05af-1f12-4904-895b-569dd618b80b/Untitled.png?t=1700624034)
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/de46eed6-8ac2-49fc-84cf-044ee79da3ee/Untitled.png?t=1700624034)
Pessimistic sentiment
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/2841a60d-d338-4143-a083-db50710d463d/Untitled.png?t=1700623896)
Seasonality stays intact
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/4fd7db36-e680-4f0c-a399-a1f435814e6b/Untitled.png?t=1700623897)
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