RiskReversal Pod No Mulligans In Markets with Dan Ives
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Apr 11, 2025 In this engaging discussion, Dan Ives, Global Head of Technology Research at Wedbush Securities, dives into the tech sector's current struggles. He highlights the impact of tariffs and supply chain challenges on major companies like Nvidia and Apple, revealing revised earnings estimates. Ives raises concerns about the structural damage to the industry amid economic uncertainties. The conversation also touches on the resilience of certain stocks and the evolving landscape influenced by generative AI and market dynamics.
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Tech Tariffs: A Looming Crisis
- Tariffs on the U.S. tech industry could cause significant long-term damage.
- This is a self-inflicted crisis impacting the U.S. consumer.
China's Gain
- The current U.S. policies on tariffs are inadvertently benefiting China.
- Companies like Baba, JD, BYD, and Huawei stand to gain from these policies.
Made in America?
- Dan Ives questions the feasibility of shifting tech manufacturing to the U.S.
- He cites the high labor costs and lack of infrastructure as major obstacles.