
Hosted by Howard Lindzon · EN

Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guest Ariel Seidman, founder of HiveMapper, for a deep dive into the most exciting trends shaping the tech and financial worlds. From the rise of meme coins on Solana to the revolutionary decentralized mapping solutions, this episode of Trends with Friends covers it all. 📅 Recorded live on January 7, 2025 🎙️ Special Guest: Ariel Seidman, founder of HiveMapper 🔑 Brought to you by Stocktwits Key Topics Covered: • The evolution of HiveMapper: Decentralized mapping on Solana with the Honey token • The rise of meme coins and their economic implications • Why Tesla’s mapping approach is shaking up the industry • Navigating the Web3 landscape: Opportunities and risks • The TikTok-US saga: Geopolitics and the future of social media • Solana as the backbone for decentralized applications • Breaking down meme coin FOMO: Insights for investors Chapters 00:00 Introduction to Solana and Hive Mapper 02:59 The Impact of Meme Coins on the Market 06:38 Understanding Solana: A Developer's Perspective 08:53 The Rise of Meme Coins and Market Dynamics 12:03 Challenges and Opportunities in the Crypto Space 14:50 The Role of Influencers in Crypto Trends 18:00 The Psychology of Investors in Meme Coins 20:52 The Future of Mapping Technology with Hive Mapper 24:07 Comparing Mapping Technologies: Google vs. Hive Mapper 27:06 The Integration of Mapping Technology in Vehicles 29:51 Investment Opportunities in Hive Mapper 42:25 The Importance of Independent Mapping Organizations 45:16 Monetization and Community Engagement in Mapping 51:22 Understanding HiveMapper's Structure and Tokenomics 54:22 The TikTok Situation: Business and Geopolitical Implications 01:09:20 Final Thoughts on Investment Strategies and Market Dynamics Discover how the intersection of AI, blockchain, and decentralized innovation is shaping the future. Don’t miss this engaging discussion on trends, opportunities, and the challenges ahead! Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Ariel Seidman - https://x.com/aseidman Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

Join Howard Lindzon, Michael Parekh, Phil Perlman, and special guest Josh Mohrer for a lively discussion on AI innovation, the evolution of venture capital, and the marketing leverage revolution. From Tesla's autonomous breakthroughs to TikTok's geopolitical battles, this episode of Trends with Friends unpacks the trends shaping our world—and the opportunities they bring. 📅 Recorded live on January 7, 2025 🎙️ Special Guest: Josh Mohrer, CEO of Wave and former Uber GM 🔑 Brought to you by Stocktwits Key Topics Covered: • Josh’s journey from Uber to founding Wave—a powerful AI-driven note-taking app • The shift from tech to marketing leverage for small businesses • AI as a game-changer for one-person startups • The future of autonomous vehicles: Tesla vs. Waymo • TikTok's geopolitical impact and why a US buyout is imminent • How the Nifty Nine are transforming venture capital and private equity • Why Snap may be the next major acquisition target Chapters: (00:00) Show introduction and welcome (02:50) Josh shares his journey from Uber to AI entrepreneurship (06:00) Tesla’s AI strategy vs. Waymo’s challenges (12:00) TikTok’s political and economic implications (18:40) Josh on building Wave and the power of AI for individuals (27:00) The rise of marketing leverage in business (35:00) Nifty Nine tech giants and their $200 billion investments (42:00) The evolving landscape of venture capital and private equity (50:00) Closing thoughts on trends and opportunities Explore the intersection of innovation, investment, and AI-driven transformation. Don’t miss this engaging episode! Today's Charts: https://docs.google.com/presentation/... Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Josh Mohrer - https://x.com/joshmohrer Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

Step into the world of trends, technology, and market insights with Howard Lindzon, Phil Pearlman, JC Parets, Michael Parekh, and special guest Packy McCormick! From Fart Coin to Nvidia's groundbreaking AI advancements, this episode dives into the intersection of innovation, humor, and strategy as we explore the opportunities and chaos shaping 2025. 📅 Recorded live on January 7, 2025 🎙️ Special Guest: Packy McCormick 🔑 Brought to you by Stocktwits Key Topics Covered: • The rise of meme coins like Fartcoin and their cultural impact • Nvidia’s roadmap for "physical AI" in robots and autonomous vehicles • Strategies for thriving amidst market rotations and tech disruption • The intersection of AI, marketing, and media innovation • Insights into global equity markets and macroeconomic trends • Evolution of venture capital in a meme-driven economy Recorded live on Tuesday, November 12th View Charts Here Chapters 00:00 Welcome to 2025: Trends and Friends 02:55 AI and Media: The New Frontier 05:54 Experimenting with AI: Building the Future 09:09 The Intersection of Technology and Magic 11:50 The Dark Side of Technology 15:07 Cultural Shifts: Spirituality and Consciousness 18:01 The Rise of Robot Companions 21:04 Fartcoin: The Meme Coin Phenomenon 26:52 The Rise of Meme Coins and Market Dynamics 39:07 Market Trends and Predictions for 2025 47:47 NVIDIA's Keynote and the Future of AI 01:04:13 Navigating the Wild West of Investments Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Packy McCormick - https://x.com/packyM Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here.

This week we’re joined by Tyler Denk (CEO of Beehiiv) and Ben Cahn (podcast host and trader), as we explore the evolving landscape of creator distribution, the renaissance of email newsletters, and the strategic role of AI in modern business. This episode dives deep into the future of digital publishing, platform independence, and the shifting dynamics of creator monetization. Recorded live on Tuesday, December 17th Charts: https://docs.google.com/presentation/d/12wMKaefpRjUIZUU4OvGFf7520Qyr8E_LmsHlB_RFijc/edit#slide=id.g27fac37c9b6_0_1 Key Topics Covered: • The problems with platform dependency and the "death by thousand substacks" phenomenon • How AI is reshaping business operations and productivity • The evolution of email newsletters as a primary distribution channel • Why owning your distribution matters more than ever • The role of network effects in modern tech platforms • How Beehiiv approaches creator monetization differently from Substack • The future of website building and content creation tools • Argentina's emerging market opportunity and market trends • Tesla, Elon Musk, and the power of storytelling in markets Skip Ahead: (00:00) Guest introductions (06:36) Death by a thousand substacks discussion (15:35) The power of email distribution (25:30) Platform dependency risks (31:28) YouTube’s resurgence (37:24) AI corner: Broadcom, AMD, Nvidia, and more (43:34) Beehiiv's AI approach and a look at other big AI players (50:42) Tesla and Elon Musk discussion (01:02:00) How Beehiiv approaches creator monetization differently from Substack (01:08:06) Trends with NO friends: Argentina markets (01:09:07) Market trends and closing thoughts Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Riley - https://stocktwits.com/coloradoriley • Tyler Denk - https://x.com/denk_tweets • Ben Cahn - https://x.com/Buncahn • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join us for an exclusive deep dive into Bolero Corporation's transformation into Lucky Strike Entertainment, featuring executives Lev Ekster and Bobby Lavan. Discover how this entertainment powerhouse is revolutionizing location-based entertainment through innovative technology, strategic acquisitions, and a vision that extends far beyond traditional bowling. Recorded live on Tuesday, December 10th Brought to you by Lucky Strike Charts: https://docs.google.com/presentation/d/1HT2wLR-xkJ2b580SSUSUNz8qg7BU1woPVFEshnQMEw4/edit?usp=sharing Key Topics Covered: • The strategic rebrand from Bolero to Lucky Strike Entertainment • Evolution from a single NYC bowling alley to 360 premium entertainment locations • Integration of AI and technology in entertainment venues • Revolutionary approach to revenue optimization and customer experience • Expansion into water parks and family entertainment centers • The Professional Bowlers Association (PBA) ownership and media rights • Implementation of social media integration and gaming elements • Strategic vision for location-based entertainment market expansion Skip Ahead: (00:00) Show introduction and welcome (02:50) Introduction of Lucky Strike executives (04:08) Company history and evolution (07:58) Their design-forward approach (10:56) Competitive/pro bowling and the popularity of the sport (14:27) Growth opportunities (17:00) Revenue model discussion (20:08) Gamification and AI integration (23:12) PBA tour and brand involvement (29:19) Charts with JC (37:00) Lucky Strikle's future growth initiatives (39:32) Market overview (40:23) Google's new quantum computing chip (47:32) The psychology of markets (51:25) Trends with No Friends: PriceSmart (52:40) Closing remarks Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Riley - https://stocktwits.com/coloradoriley • Lev Ekster - https://www.linkedin.com/in/lev-ekster/ • Bobby Lavan - https://www.linkedin.com/in/bobby-lavan-274505107/ • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join an all-star panel featuring special guests Anthony Pompliano (Founder & CEO of Professional Capital Management) and Armando Gonzalez (Founder of Bigdata.com) as they dive deep into the evolving landscape of financial markets. From heated debates about Bitcoin versus bonds to practical applications of AI across industries, this episode explores the intersection of traditional finance and emerging technologies. Recorded live on Tuesday, December 3rd Brought to you by Bigdata.com Charts: https://docs.google.com/presentation/d/1h_Qfv5HNJYwNM99g3pnLU-WWrTW-Xeq_ZTNuzMZupuU/edit?usp=sharing Key Topics Covered: • Bitcoin's spectacular November performance and its broader implications • The great Bitcoin vs Bonds debate: Can Bitcoin surpass the bond market? • How AI is transforming industries from oil extraction to financial analysis • The rise of small-cap stocks and "trends with no friends" • The role of attention and meme culture in modern investing • How bigdata.com is revolutionizing financial data analysis • The generational shift in wealth-building: from real estate to Bitcoin • The practical applications of AI beyond chatbots and consumer applications Skip Ahead: (00:00) Intro and guest welcome (01:38) Bitcoin's November performance (11:30) BigData.com and AI discussion (20:07) Prompting and understanding AI responses (26:35) The great Bitcoin vs Bonds debate (38:33) Monthly charts with JC (40:34) Crypto over the years (46:56) Network effects: how they're changing (53:11) Book discussion with Pomp (57:39) The energy sector and AI (01:05:41) Trends with No Friends: $CRDO (01:10:20) Closing thoughts Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Anthony Pompliano - https://x.com/APompliano • Armando Gonzalez - https://www.linkedin.com/in/armando-gonzalez-a28572b/ • Riley - https://stocktwits.com/coloradoriley • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join Frank Rotman of QED Investors for a deep dive into market behavior and the state of venture capital. This episode explores the intersection of traditional investing and new market dynamics, featuring insights on AI hype, market trends, and the difference between speculation and investment. Key Topics Covered: • The current state of venture capital and investment trends • How AI narratives are shaping investment decisions • The distinction between speculation and fundamental investing • Market breadth analysis and technical indicators • Small-cap and mid-cap market performance • The role of narrative in modern investing • Consumer discretionary sector strength • Infrastructure and "boring" investment opportunities Recorded live on Tuesday, November 26th Charts: https://docs.google.com/presentation/d/1UfNLXTfYLMwx1R_k49n04GHcqBIo3nESuPHNDEUQTsw/edit?usp=sharing Skip Ahead: (00:00) Guest welcome and tech issues (03:36) Market psychology and preparation (06:20) AI narratives and investment trends (13:20) Nvidia earnings (17:07) Semiconductors hitting new lows (18:53) Microstrategy vs Bitcoin (24:49) Financial nihilism discussion (39:20) S&P500 Trend Environment (48:18) Technology sector underperformance (51:54) Trends with No Friends: MasTec (53:45) Closing thoughts Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Frank Rotman - https://x.com/fintechjunkie • Riley - https://stocktwits.com/coloradoriley • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Special guests Joe McCann and Ryan Rasmussen joined us this week to break down the meme coin phenomenon, Solana's rise, Bitcoin's potential as a national reserve, and the future of decentralized finance. We explore: • The explosion of meme coins and why they're capturing retail attention • How Solana is challenging Ethereum's dominance • The potential for Bitcoin to become a strategic national reserve • The role of blockchain transparency in trading strategies • Why traditional finance is watching the crypto space closely • The technological advantages of Solana over Ethereum • The seasonality of crypto markets and what it means for investors Recorded live on Tuesday, November 12th Charts: https://docs.google.com/presentation/d/18AoVyBwYzO6CTMRcLXRJmSLR020SyesadrlE8ogaNso/edit?usp=sharing Skip Ahead: (00:00) Introduction and Guest Lineup (02:06) Diving into Meme Coins (05:42) Comparing Meme Coins and NFTs (08:33) The Role of Culture and Speculation (10:21) Decentralized AI and Tokens (14:48) Transparency in Traditional Finance vs. Crypto (20:30) A Lively Debate on Future of Finance and Meme Coins (27:19) Explaining the Popularity of Meme Coins (32:46) On-Chain Analytics and Smart Wallets (36:10) Bitcoin as a Strategic Reserve (40:59) Solana vs. Ethereum: The Battle for Dominance (45:22) Technological Advantages of Solana (51:51) Trends with No Friends: Flutter Entertainment (53:52) Avoiding Seasonal Weight Gain Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Joe McCann - https://x.com/joemccann • Ryan Rasmussen - https://x.com/RasterlyRock • Riley - https://stocktwits.com/coloradoriley • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

This week Mike Dudas joins us to cover the resurging crypto market and we explore Axon's innovations in public safety with Josh Isner. We cover: • The psychology behind Bitcoin's surge and its impact on altcoins • Axon's journey from Taser to a $40 billion tech powerhouse • The role of AI and VR in transforming police training • Geopolitical tensions affecting the semiconductor industry • Shopify's comeback and the evolving e-commerce landscape Recorded live on Tuesday, November 12th Charts: https://docs.google.com/presentation/d/1xjezdHNhb3jo6XpAwREJiu__ml65zfthpkdmQXs7eHE/edit#slide=id.g27fac37c9b6_0_1 Skip Ahead: (00:00) Introduction and crypto market update (01:50) Bitcoin hitting new all-time highs (09:16) Mike Dudas on crypto market dynamics (17:37) Why we’re long meme coins (21:18) Altcoins waking up (23:33) Solana (26:29) 2025: What Mike is loving in Crypto (30:41) The resilience of Bitcoin (33:23) Josh Isner introduces Axon and its mission (36:27) Axon’s $45.53B market cap (38:13) International expansion and product development at Axon (44:46) The worst part about being a public company (46:09) Taser consumer products and market demographics (58:21) Michael Parekh on Taiwan Semiconductor and geopolitical tensions (01:03:20) JC's technical analysis of semiconductor stocks (01:06:46) Shopify's resurgence and e-commerce trends Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Mike Dudas - https://x.com/mdudas • Josh Isner - https://x.com/JoshIsner • Riley - https://stocktwits.com/coloradoriley • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

On this election day special, we dive into the potential market impacts of the U.S. election, explore the latest in crypto, and discuss the staggering $9 trillion investment in AI compute. Joined by Zach Pandl from Grayscale, we cover: • How different election outcomes might affect Bitcoin and the broader crypto market • The future of Ethereum and its role in the financial system • Palantir's recent surge and the power of effective storytelling in the markets • The potential $9 trillion investment in AI compute and its implications • The changing landscape of crypto investing with the introduction of ETFs • Market sentiment on election day and how to navigate potential volatility • The importance of education and responsible investing in the crypto space Recorded live on Tuesday, November 5th Charts: https://docs.google.com/presentation/d/1iBA6QkOnd40bqKWeTmjoWvBE0MEbQ3eAjgav4dG0x94/edit#slide=id.g27fac37c9b6_0_1 Skip Ahead: (00:00) Welcome to election day (02:10) Stocktwits polls and market sentiments (05:35) Crypto market reactions to election outcomes (16:37) Ethereum's future (18:57) Israel's stock market and tech innovations (21:29) Palantir's success and market storytelling (30:34) Pre-election jitters, behavioral economics, and human flaws (33:58) The role of futures and individual stocks (38:40) Sentiment composite (41:44) Bitcoin ETFs and a look at Microstrategy (48:52) AI and compute investments (55:38) Phil's note to the 'losers' of the election (58:28) Trends with No Friends: Frontdoor Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Zach Pandl - https://x.com/lowbeta_ • Riley - https://stocktwits.com/coloradoriley • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/