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Dan Niles: The "Swiss Army Knife" Problem That Could Kill Nvidia’s Stock
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform.
Try Fidelity’s most powerful trading experience yet:
https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999
Views, opinions, products, services, and strategies discussed are not
endorsed or promoted by Fidelity Investments. Fidelity Brokerage
Services LLC, Member NYSE, SIPC
Dan Nathan hosts Dan Niles, founder and portfolio manager at Niles Investment Management, on the Risk Reversal Podcast. They review market trends from 2025 and look ahead to 2026, discussing the implications of AI, potential market bubbles, and macroeconomic factors. They examine the challenges for companies like OpenAI, which faces funding and competition issues, and explore the broader market impact of AI and tech investments. They also touch on China’s tech advancements, U.S.-China trade dynamics, and specific company performances including Nvidia, Oracle, Cisco, and Palantir. The conversation concludes with insights into the economic outlook for 2026 in light of inflation trends, fiscal policies, and potential market volatility.
Show Notes
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
View all episodes
By RiskReversal Media
4.7
779779 ratings
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform.
Try Fidelity’s most powerful trading experience yet:
https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999
Views, opinions, products, services, and strategies discussed are not
endorsed or promoted by Fidelity Investments. Fidelity Brokerage
Services LLC, Member NYSE, SIPC
Dan Nathan hosts Dan Niles, founder and portfolio manager at Niles Investment Management, on the Risk Reversal Podcast. They review market trends from 2025 and look ahead to 2026, discussing the implications of AI, potential market bubbles, and macroeconomic factors. They examine the challenges for companies like OpenAI, which faces funding and competition issues, and explore the broader market impact of AI and tech investments. They also touch on China’s tech advancements, U.S.-China trade dynamics, and specific company performances including Nvidia, Oracle, Cisco, and Palantir. The conversation concludes with insights into the economic outlook for 2026 in light of inflation trends, fiscal policies, and potential market volatility.
Show Notes
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
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