The Sam Altman Soap Opera, Semiconductors as a Leading Indicator, Industrials and Homebuilders Inch to All-Time Highs
Trends with Friends EP. 39
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
Nvidia’s fibonacci levels of interest
Industrials and Homebuilders inch to all-time highs
Tech ticks an all-time high
European Banks breakout to multi-year highs
Global participation
Iron Mountain marches to all-time highs
Argentina’s advance
Axon on the cusp of all-time highs
MakeMyTrip meanders higher
Mi Homes marches through $100
The luxury trend continues
Video Game & Content Degeneracy
Pessimistic sentiment
Seasonality stays intact