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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