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Okay, Computer: Tech is a Minefield with Dan Niles
Dan and Deirdre Bosa discuss Uber earnings (1:00), Chegg crashing after its ChatGPT warning (14:00), and Amazon’s AWS guide spooking investors (20:00). Later, Dan interviews Dan Niles, Founder & Portfolio Manager of the Satori Fund, and talks about his background as an internet analyst during the dot com crash (26:00), the psychology of investing (28:30), Meta (37:45), big tech valuations/Nvidia (45:30), Intel (52:30), Apple (58:00), and the broader market (1:06:00).
View our show notes here
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
View all episodes
By RiskReversal Media
4.7
800800 ratings
Dan and Deirdre Bosa discuss Uber earnings (1:00), Chegg crashing after its ChatGPT warning (14:00), and Amazon’s AWS guide spooking investors (20:00). Later, Dan interviews Dan Niles, Founder & Portfolio Manager of the Satori Fund, and talks about his background as an internet analyst during the dot com crash (26:00), the psychology of investing (28:30), Meta (37:45), big tech valuations/Nvidia (45:30), Intel (52:30), Apple (58:00), and the broader market (1:06:00).
View our show notes here
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
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