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Ben Reitz
Mellie's research analyst, providing analysis on Nvidia.
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Aug 25, 2025
• 44min
SOTS 2nd Hour: Veteran Investor Dan Niles, The Chips Playbook (Nvidia & Intel), and Keurig Brews a New Deal 8/25/25
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Dan Niles, founder of Niles Investment Management, shares his sharp insights on market trends and investment strategies. He discusses the implications of the recent government stake in Intel and how it might alter the tech landscape. Ben Reitz analyzes Nvidia’s performance amid competitive dynamics in AI chip technology. They also tackle Keurig Dr. Pepper's bold $18 billion acquisition and explore the pressures affecting the cryptocurrency market, making for a dynamic conversation full of investment wisdom.
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