Join Howard Lindzon and Michael Parekh as they dive deep into the world of venture capital with Mike Maples Jr., founding partner at Floodgate Partners. This insightful conversation covers the evolution of VC from Web 2.0 to the era of AI, the importance of pattern-breaking in startup success, and the changing dynamics of founder-investor relationships. Key topics include:

• The origins of Floodgate and Mike's journey in VC

• The concept of "pattern breaking" in startup investing

• The transition from mass computation to mass connectivity to mass cognition

• The importance of valuation and return potential in seed investing

• The future of AI and its impact on various industries

• The delicate balance of being "founder friendly" while serving LPs

• The potential for AI to create new consumer-focused breakthrough companies

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Recorded live on Tuesday, September 17th

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Skip Ahead:

(00:00) Introduction and Mike's background

(05:40) The origins of Floodgate and early investments

(14:15) Navigating the venture capital landscape

(27:15) The role of founders in startups

(32:30) The future of AI and its impact on various industries

(38:08) What people miss about seed investing

(44:14) Defining a circle of confidence and looking back on missed opportunities

(50:40) What we're optimistic about: cognition and LLM's

(01:01:53) The potential for AI in creating new consumer companies

(01:08:04) Final thoughts on the future of venture capital

(01:14:04) Founder-friendly investing

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Where To Find Howard and Friends:

• Howard - https://stocktwits.com/howardlindzon

• Michael - https://stocktwits.com/MParekh

• Mike Maples Jr. - https://x.com/m2jr

• Production and Marketing - https://penname.co/

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Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/

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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 Phil Pearlman, JC Parets, Michael Parekh, and Larry Thompson as they dissect current market trends, from semiconductors to financials, and explore the future of AI in consumer tech. This episode covers:

• The potential top in semiconductors and its implications for the broader market

• Why financials are poised for outperformance in the coming months

• Apple's AI strategy and its impact on personal health technology

• Under-the-radar stock picks in the "Trends with No Friends" segment

• The integration of AI into everyday devices and its societal implications

• Technical analysis techniques for identifying market trends

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Recorded live on Tuesday, September 10th

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Charts: https://docs.google.com/presentation/d/1_pEGmgilFAbJ5U3jCQRxX6fl8I_Dbrf7MBjTX2BCbKA/edit?usp=sharing

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Skip Ahead:

(00:00) Introduction and semiconductor market analysis

(06:17) We are at the beginning of the beginning of the AI wave

(13:42) The case for financials outperformance

(33:20) Bonds and yield curves

(38:53) Apple's AI strategy and health tech innovations

(51:32) The future of personal health data and AI assistants

(58:57) Trends with No Friends: Aramark (ARMK) analysis

(01:01:16) Closing thoughts and market outlook

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Where To Find Howard and Friends:

• Howard - https://stocktwits.com/howardlindzon

• JC - https://stocktwits.com/allstarcharts

• Phil - https://stocktwits.com/ppearlman

• Michael - https://stocktwits.com/MParekh

• Larry Thompson - https://x.com/hostilecharts

• Riley - https://stocktwits.com/coloradoriley

• Production and Marketing - https://penname.com

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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 Howard Lindzon, JC Parets, Phil Pearlman, and Michael Parekh as they dive into September market trends, the impact of AI across various sectors, and uncover hidden opportunities. This episode covers:

• September seasonality and its impact on market sentiment

• The broadening bull market and sector rotation

• AI's influence on healthcare, robotics, and global competition

• The case for continued strength in technology stocks

• Under-the-radar stock picks in the "Trends with No Friends" segment

• The state of the NFL and some lighthearted football predictions

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Recorded live on Tuesday, September 3rd

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Charts: https://docs.google.com/presentation/d/1EtAgh2A-joOuM4AwaMe1WWU5B3oFjdnGOacwxmoPJyk/edit?usp=sharing

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Where To Find Howard and Friends:

• Howard - https://stocktwits.com/howardlindzon

• JC - https://stocktwits.com/allstarcharts

• Phil - https://stocktwits.com/ppearlman

• Michael - https://stocktwits.com/MParekh

• Production and Marketing - https://penname.co/

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Skip Ahead:

(00:00) Introduction and September market overview

(04:16) AI's impact on semiconductors and data centers

(12:20) The potential of AI in healthcare and robotics

(20:09) Global competition in AI and technology

(27:24) Monthly charts with JC

(35:50) NYSE and DJ Industrial Average hitting new ATH's

(36:55) Continued strength in technology stocks

(39:55) Is Nvidia the greatest stock of all time?

(42:20) Myopic loss aversion

(46:00) Global stock market review

(49:13) Trends with No Friends: Lamar Advertising (LAMR)

(56:27) NFL predictions and closing thoughts

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Trends with Friends is brought to you by Stocktwits: ⁠https://stocktwits.com/ ⁠

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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/⁠