Gil Luria

Gil Luria, Head of Technology Research at D.A. Davidson, shares insights on Nvidia's surprising earnings drop despite impressive growth. He discusses regulatory and geopolitical challenges facing Nvidia in the Chinese market, while unpacking Trump's 50% tariff on India and its implications for U.S.-India relations. Lastly, the conversation touches on California's new tax incentives aimed at revitalizing Hollywood, scrutinizing whether they can effectively combat competition from digital platforms.

Gil Luria, head of technology research at D.A. Davidson, dives into the risks of the AI bubble. He warns about unhealthy investment behaviors and the dangers of debt in speculative AI ventures. The discussion includes Michael Burry's concerns about depreciation in tech assets, emphasizing how this could threaten profitability. Luria explores the incentives behind banks lending to AI data centers and considers how failing demand could have systemic implications. The chat also touches on how rapid tech advancements might render older hardware obsolete.

Gil Luria, Head of Technology Research at D.A. Davidson, dives into Palantir's recent stock tumble following Michael Burry's bearish bet, highlighting how its lofty valuation detaches price from performance. He discusses the risks inherent in shorting the stock despite its strong earnings growth. Liz Hoffman, business editor at Semafor, then analyzes Wall Street’s shifting response to Zoran Mamdani's NYC mayoral victory, tying it to broader anti-establishment sentiments and concerns from business leaders regarding the city's future.

Gil Luria, Head of Technology Research at D.A. Davidson, shares sharp insights on the recent surge in Oracle's stock following a partnership with OpenAI, highlighting optimism and market challenges. The duo also delves into Apple's latest product launch, discussing why Wall Street remains unimpressed despite the excitement, and critiques the lack of innovation. Furthermore, a court ruling is explored regarding President Trump’s inability to remove Lisa Cook from the Federal Reserve, shedding light on legal nuances surrounding executive power.

Gil Luria, a tech analyst at DA Davidson, dives into Oracle's alarming stock decline and discusses how OpenAI's massive commitments have pressured the company into risky moves. He highlights execution failures and rising debts as key issues affecting investor trust. Then, Helen Toner from Georgetown shares insights on Trump's AI executive order and the tension between state and federal regulations. She emphasizes the need for tech firms to address public skepticism about AI, revealing the political risks involved.

Gil Luria, Head of Technology Research at D.A. Davidson, dives into NVIDIA's impressive earnings and its implications for the AI economy. He discusses the real versus inflated AI companies, cautioning about a potential compute bubble fueled by heavy borrowing. Meanwhile, Jonathan Kanter, former Assistant AG for Antitrust, critiques the recent Meta antitrust ruling, arguing it overlooks past monopolistic behavior and calling for more vigorous enforcement. The conversation wraps with insights on the need for accountability in the tech market.

Michael Gapen, Morgan Stanley’s Chief U.S. Economist, on Fed policy, inflation dynamics, and the dollar’s moves. Gil Luria, DA Davidson’s Head of Technology Research, on Microsoft and Meta earnings, AI exposure, ad growth, and tech valuations. Multiple short conversations cover Fed strategy, currency swings, cloud and AI trends, and who stands to benefit from near-term AI profits.

Gil Luria, Head of Technology Research at DA Davidson, dives into Nvidia's substantial backing of OpenAI, revealing concerns over an emerging investment strategy in AI. He critiques the unrealistic financial projections for computing needs and suggests Nvidia's support may not constitute a fixed $100 billion contract. Luria warns about the risks of OpenAI potentially overextending itself. Additionally, the discussion highlights Oura Ring’s success, attributed to its smart design and solid pricing, making it a front-runner in wearable tech.

Join Scott Devitt, Managing Director at Wedbush Securities, and Gil Luria, Head of Technology Research at D.A. Davidson, as they dissect the latest in tech stocks. Devitt analyzes why Meta's shares plummeted despite record revenues, citing a hefty tax charge and rising expenses. Luria offers insights into NVIDIA's astonishing $5 trillion milestone, exploring the implications of AI demand on chip supply. Both guests speculate on the future of AI investments and NVIDIA's competitive edge, while weighing market excitement against potential valuation risks.

Join Channer Liu, an Asia reporter focused on the semiconductor industry, as he discusses TSMC's record $56 billion capital spending and its dominance in advanced chipmaking. Stephanie Palazzolo dives into the drama at Thinking Machines Lab as co-founders return to OpenAI, stirring investor concerns. Analyst Gil Luria highlights Meta's heavy investment in Reality Labs amidst skepticism about its profitability. Lastly, Anita Ramaswamy sheds light on ByteDance's undervalued $330 billion, while Rocket Drew explores how companies are hiring and training AI-native talent.