Michael

It’s been such a pleasure to work with Howard and the Stocktwits/Daily Rip team, discussing Tech, AI, Markets and Investing together. Thanks for this introduction: youtu.be/WEpd3-wHJrc?si… H/t @howardlindzon @Stocktwits @katieeperry @StockSavvyShay #Tech #AI #Markets #Finance

New Trends With Friends Episode: From Copilots to Strip-Mining Talent From Start-Ups: Inside AI’s New VC Reality With @edsim of Boldstart Ventures and of course @MParekh howardlindzon.com/p/new-trends-w…

AI: OpenAI's Infrastructure headwinds are par for the course. RTZ #792 ...same for all its peers worldwide. And it's only getting started michaelparekh.substack.com/p/ai-openais-i… #Tech #AI @OpenAI $MSFT $NVDA $META $GOOG $AMZN $AAPL $TSLA

He was born in India, raised in Kuwait, and came to the U.S. with a dream... @MParekh was one of Goldman Sachs’ first non-U.S. citizen hires, and went on to lead their internet research during the dot-com boom. He didn’t just watch the internet revolution happen, he helped shape…

AI: Flashing Green Lights for AI in 2025. RTZ #791 ...entering the 'no holds barred' stage in the AI Tech Wave michaelparekh.substack.com/p/ai-flashing-… #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA

Timely GS S&P 500 Valuation chart vs historical multiples, & observations via @Maverick_Equity #Markets

Timely and Pithy post 'The Gilded Age 2.0' by Howard Lindzon, expanding on his 'Degenerate Economy' thesis: howardlindzon.com/p/the-gilded-a… Classic Howard quote: "Yesterday, the degenerate economy got some exciting news…daytrading is cool and fun again and my dog Lindzee is now…

With my Dad in Kuwait in 1983. When I started covering the Mideast Sovereign Funds and Family Groups for Goldman Sachs as described below. youtu.be/GP9FMwjAFFA?si… Was an eager 23 year old. Got the opportunity to study in the US thanks to Dad's support. Had a chance to…

My pal the AI whisperer @MParekh tells us about how he got here...

AI: Jensen vs Dario debate AI Jobs Impact. RTZ #789 ...concerns of AI Job Losses remain high michaelparekh.substack.com/p/ai-jensen-vs… #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA

AI: YouTube goes mainstream on TVs in homes. RTZ #788 ...a key clue on where the AI media puck is going fast michaelparekh.substack.com/p/ai-youtube-g… #Tech #AI @OpenAI $MSFT $NVDA $META $AMZN $GOOG $AAPL $TSLA

AI: China's positive impact on US AI efforts. RTZ #787 ...an opportunity for the US to leverage 'Mutual Assured Dependence' in US/China 'AI Cold War' michaelparekh.substack.com/p/ai-chinas-po… #Tech #AI @OpenAI $MSFT $NVDA $META $GOOG $AMZN $AAPL $TSLA

AI Ramblings Episode 12 up on YouTube. This week topics include the $3B to $2.4B OpenAI/Google/Windsurf Drama, Zuck's 'Personal AI Superintelligence', Perplexity Comet AI Browser and a lot more: youtu.be/SSQP6n2N-WE?si… #Tech #AI @OpenAI $META $GOOG $NVDA $AMZN $MSFT $AAPL $TLA…

AI: Weekly Summary. RTZ #786 ...week ending July 18, 2025 michaelparekh.substack.com/p/ai-weekly-su… #Tech #AI @OpenAI $MSFT $GOOG $NVDA $META $AMZN $AAPL $TSLA

My friend Howard Lindzon has a timely update on his pithily termed “Degenerate Economy”. It’s the current stew of Tech, Culture, Politics, Fintech and more. Fully worth the 6+ minutes. youtu.be/JjpLSYR7IMY?si… H/t @Stocktwits @howardlindzon #Tech

AI: OpenAI's new 'ChatGPT Agent' goes to work. RTZ #785 ...now with growing agency across the internet michaelparekh.substack.com/p/ai-openais-n… #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA

Today's Tesla discussion covered a LOT of ground. @StockSavvyShay broke down the bull case & inflection points. 🐂 @MParekh tackled the tech & funding challenges. 🐻 @_SeanDavid offered a balanced take & key data to watch. ⚖️ Catch earnings live next Wednesday on @Stocktwits

Tesla shareholders might be missing the full AI upside 👀 @MParekh breaks down why Elon may be “the poorest” of the Magnificent 7 when it comes to funding the AI arms race, and why that matters if you’re only holding $TSLA

🟡 DAILY RIP LIVE - TESLA DEBATE & EARNINGS PREVIEW x.com/i/broadcasts/1…