Investing, Fintech, and Entrepreneurship by Howard Lindzon
Howard Lindzon: Tech stocks remain market leaders as momentum continues
Howard Lindzon highlights that tech stocks continue to lead the market according to his latest Momentum Monday update. He shares this insight following the release of his recent newsletter, ...
Major tech firms could acquire falling consumer brands, Howard Lindzon notes
Howard Lindzon raises the question of whether major technology companies such as Apple, Meta, Google, Nvidia, or Microsoft might consider acquiring struggling consumer fashion or shoe brands like ...
Howard Lindzon: Fast pace of rising rates could slow venture investment
Howard Lindzon observes that many misconceptions exist regarding the current rise in interest rates, following decades of declining rates. He notes that the rapid increase is challenging for ...
Market worries amplified by real-time information, Howard Lindzon notes
Howard Lindzon observes that market sentiment is heavily influenced by constant real-time connectivity. He highlights how persistent negative news makes surprises less likely, as ongoing ...
Howard Lindzon: Meta rises $200 billion after Muse launch as market favors assistant leader
Howard Lindzon points out that Meta has seen a $200 billion increase in market value since the debut of Muse. He suggests the market is already indicating a winner in the competitive arena for AI ...
Indexes could be stronger without presidential actions, Howard Lindzon argues
Howard Lindzon criticizes U.S. President Donald Trump for taking credit for the performance of 401k retirement accounts. Lindzon suggests that equity indexes would be performing better if not ...
Howard Lindzon: Misallocation of capital creates opportunity in markets
Howard Lindzon observes that misallocation of capital is an inherent feature of capitalism. He notes that one person's unsuccessful allocation can present an opportunity for others in the ...
Robinhood targets new IPO distribution opportunities, Howard Lindzon notes
Howard Lindzon comments on Robinhood’s recent move to expand its business by potentially becoming a fresh distribution partner in the IPO process. He criticizes the current IPO process as ...
Howard Lindzon: Uses Stocktwits momentum 25 list to start investing week
Howard Lindzon shares how he begins his investing week by reviewing the Stocktwits momentum 25 list. This list is free and provides rankings based on social relative strength. He also refers to a ...
Craftsmen who focus on business models find moats in 2026, Howard Lindzon notes
Howard Lindzon criticizes the current state of startup culture, describing it as increasingly warped. He emphasizes that entrepreneurship is a craft business and suggests that by 2026, there are ...
Howard Lindzon: Starting week with Stocktwits momentum 25 lists
Howard Lindzon starts each investing week by using the Stocktwits momentum 25 lists. He indicated that this has been his ongoing ...
Revenues accelerating to 70 percent growth, Howard Lindzon notes
Howard Lindzon indicates that Jensen is reassuring the market by highlighting accelerating revenues, mentioning a 70 percent increase. Lindzon also notes that the stock has moved higher ...
Howard Lindzon: U.S. government debt reaches $40 trillion, stock buying continues
Howard Lindzon addresses the milestone of U.S. government debt reaching $40 trillion. He suggests that, much like during previous debt levels of $10, $20, and $30 trillion, the recommendation is ...
Mastercard and Visa still excel in fintech, Howard Lindzon notes
Howard Lindzon notes that only two fintech companies, Mastercard and Visa, are performing strongly as public firms, despite significant venture capital investment in the broader fintech sector. ...
Howard Lindzon: Maintaining bullish stance on AAPL and GOOG despite AI skepticism
Howard Lindzon remains optimistic about AAPL and GOOG, indicating he holds significant positions in both companies. While referencing a bearish viewpoint from a friend of Ed Zitron, Lindzon ...
Risk-taking rises amid capex boom, Howard Lindzon observes
Howard Lindzon draws a connection between a surge in capital expenditures and an increase in risk-taking within the economy. His latest commentary suggests that current market conditions are ...
Howard Lindzon: Wall Street compared to a casino amid South Korea trading surge
Howard Lindzon draws attention to a sharp comparison made by Warren Buffett, describing Wall Street as 'a church with a casino attached.' He also references the dramatic rise in trading activity ...
PLTR receives recognition alongside Alex Comanechi and Nadia Karp, Howard Lindzon notes
Howard Lindzon comments on Alex Comanechi or Nadia Karp, acknowledging their efforts and mentioning PLTR in the same context. The focus is on giving credit to those involved with ...
Howard Lindzon: Berkshire acquisition, Schwab record highs signal active market rotation
Howard Lindzon highlights increased activity in the markets, pointing to Berkshire's ongoing acquisition and the financial breakout over the past 6 months. He notes that Schwab has reached ...
Small caps are dominating momentum lists, Howard Lindzon notes
Howard Lindzon shares his approach to starting the investing week, focusing on the weekly momentum lists published by Stocktwits. He observes that small-cap companies are currently leading these ...
Howard Lindzon: NYC democrat socialists face longer lines at Hermes and LVMH as first SPCX lockup expires
Howard Lindzon points out that NYC democrat socialists can expect longer lines at Hermes and LVMH today due to the expiration of the first SPCX lockup. The tweet combines political commentary ...
