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/

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