OnlyDans Redux
June 11, 2024
Dan Nathan and Dan Niles of Niles Investment Management discuss key financial and tech topics. They explore expectations for the upcoming Apple Worldwide Developers Conference and its potential impact on Apple's stock. The conversation covers Google, Microsoft, and their advancements in AI, along with Nvidia's future prospects amid expected spending digestion. They touch on Tesla's market challenges and job cuts in the tech industry. Additionally, they consider the implications of elections and geopolitical events on the economy, projecting potential market shifts and stressing the importance of data dependency and adapting to changing scenarios.
Timecodes
0:00 - Intro
4:00 - Dan's Macro Outlook
14:00 - Apple's AI Plan
28:30 - Enterprise Software
39:00 - Is Tesla Screwed?
