What the Sigma: Disrupting Data Analytics with Mike Palmer | Okay, Computer.
RiskReversal Pod
00:00
Navigating the Data and Semiconductor Landscape
In this chapter, the hosts engage in a deep discussion with the CEO of Sigma Computing about the evolving challenges in the Gen AI ecosystem and the data analytics market. They analyze Oracle's disappointing earnings report and its repercussions on semiconductor stocks, alongside exploring key players like NVIDIA and Broadcom amid industry downturns. The conversation also touches on stock performance trends, the speculative nature of market valuations, and the current state of cryptocurrencies, highlighting the intricate connections between these financial domains.
Transcript
Play full episode
