OnlyDans Tech Talk with Satori Fund’s Dan Niles

Tech investor Dan Niles is back! He joins Dan Nathan on this Okay, Computer episode to give his 2024 stock market outlook and top picks

Topic Timecodes:

Dan’s thought process on the markets (3:00)

Interest rates & earnings impact on mega-cap tech (5:15)

Apple (9:25)

Nvidia (14:00)

Tesla (17:45 )

The AI Gold Rush (23:00)

Meta (32:45)

Amazon (36:15)

Chinese Internet Stocks (39:40)

Texas Instruments (43:20)

Biotech Socks (47:45)


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