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Dan Niles Reveals Key Insights On Nvidia, Apple & Tesla

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. Follow Dan Niles On X: https://x.com/DanielTNiles Timecodes 0:00 - Intro 2:00 - Macro Outlook 16:!5 - Apple WWDC 28:45 - Enterprise Software 31:30 - Nvidia 40:15 - Tesla About: Each week our tricked-out team of tech investors and former operators breakdown the biggest headlines and themes in both public and private markets, with a specific focus on the intersection of web2 and web3. We will be joined by some of the most influential voices in tech, media, and crypto leaving listeners with fresh perspectives on increasingly complicated topics impacting their lives and investment portfolios. Okay, Computer. Podcast is hosted by Dan Nathan and Deirdre Bosa. Follow OkayComputerPod on Twitter. --- View our show notes at RiskReversal.com --- 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 @dee_bosa on Twitter Follow @GuyAdami on Twitter Subscribe to our YouTube Channel:    / @riskreversalmedia