Commoditization Risk for Chip Margins

Dan Nathan and Guy Adami welcome Danny Moses to discuss various market trends and investment strategies. The discussion spans topics such as AI's impact on the market, the performance of key sectors like healthcare, energy, and technology, and the challenges posed by economic indicators and geopolitical factors. They delve into the volatility and potential reshuffling within 'The Magnificent Seven' tech stocks and the implications for the broader market. The episode also highlights the private credit market's sketchy valuations, the Federal Reserve's position on potential rate cuts, and the dynamics within the cryptocurrencies market, including Bitcoin and its associated treasury companies. Finally, they touch on their favorite NFL picks for the week's slate.

Show Notes

• On The Tape Feed (⁠Apple⁠ | ⁠YouTube⁠)
• WAWD (⁠Substack⁠)
• Comparing The Top AI Chips: Nvidia GPUs, Google TPUs, AWS Trainium (⁠YouTube⁠)
• Google Further Encroaches on Nvidia’s Turf With New AI Chip Push (⁠The Information⁠)
• OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates (⁠FT⁠)
• Private Credit’s Sketchy Marks Get Warning Shot From Wall Street’s Top Cop (⁠Bloomberg⁠)

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ABOUT THE SHOW

For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.

Follow Danny on X: @dmoses34

The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

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