Gil Luria

Gil Luria, Managing Director at D.A. Davidson, unpacks President Trump's threat of a 25% tariff on Apple, posing challenges for U.S. iPhone production. He and Caroline Hyde delve into how this tariff could reshape corporate dynamics and affect Apple's stock. Andrew Ng highlights the critical skills shortage in advanced manufacturing impacting the feasibility of producing tech in the U.S. The discussion also touches on the vibrant IPO market for tech startups, with insights into the evolving venture capital landscape.

Gil Luria, a Managing Director at D.A. Davidson, joins to dissect the complexities of capital allocation within AI infrastructure, questioning which tech giants truly benefit from these investments. Meanwhile, Rich Greenfield, a co-founder of Lightshed Partners, dives into the controversy involving Disney and Jimmy Kimmel, exploring the shifting dynamics between broadcast and streaming, and what this means for advertisers. The conversation also touches on Micron's encouraging earnings and the surprising effects of weight-loss drugs on restaurant visits.

Gil Luria, Director of Research at D.A. Davidson, is a noted Wall Street analyst in the crypto space. In this conversation, he analyzes Coinbase's risky direct listing and its initial trading performance. The discussion includes his revised price target for COIN, the comparison of investing in it versus other companies like MicroStrategy, and predictions on its future revenue streams. Luria also addresses the relationship between Coinbase’s stock and Bitcoin prices, and the implications of competition on their fees and market cap.