Tech investor Dan Niles is back! He joins Dan Nathan on this Okay, Computer episode to give his 2024 stock market outlook) and top picks)
Topic Timecodes:
Dan’s thought process on the markets (3:00)
Interest rates & earnings impact on mega-cap tech (5:15)
Apple (9:25)
Nvidia (14:00)
Tesla (17:45 )
The AI Gold Rush (23:00)
Meta (32:45)
Amazon (36:15)
Chinese Internet Stocks (39:40)
Texas Instruments (43:20)
Biotech Socks (47:45)
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