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🎙️OnlyDans is back! Dan Nathan sits down with @DivesTech on the latest Okay, Computer.
- Surviving AI’s “air pockets”
- Why the SaaSpocalypse is a buying opportunity
- Anthropic IPO thoughts
- The midterms as a risk to the AI trade
YouTube: youtu.be/MLvqM2Sfq4g
Apple: apple.co/48yK7dH
Spotify: tinyurl.com/dahdaw46
RiskReversal Media retweeted
New note on our Substack @Seawolfcap @VD718 whatarewedoingonthedesk.subs… that takes a walk down financial "acronym" memory lane. Going back & looking at the intervention from #FED #TREASURY during the GFC was a little financial PTSD & a reminder of what is possible. We then had the COVID response as well as the $SIVB (depositor) bailout. It's worth reviewing to understand what could be done in the event of another financial crisis...
whatarewedoingonthedesk.subs…
RiskReversal Media retweeted
New pod out now! @dmoses34 welcomes back housing guru Ivy Zelman for her 4th appearance on On the Tape 🏘️
🗳️ The Dem Sweep Won’t Fix Housing
📉 Rates Need to Hit 4.5% for Affordability
👶 Demographics Are the Elephant in the Room
🏦 Fannie & Freddie Reform Is Dead
💻 GPU Securitization Rhymes With Pre-GFC
YouTube: youtu.be/MeAC-wxVwO0
Apple: apple.co/4eQ0zbS
Spotify: tinyurl.com/58xwws82
“One day does not a trend make.”
@GuyAdami isn’t ready to read too much into today’s move, even after that overnight reversal 👇
Cybersecurity budgets could potentially double over the next 2-3 years. More surface area. More agents. More risk. Who benefits that “the stocks are not being priced like that”?
🎙️@DivesTech joins Dan on the latest podcast
🤖 @DivesTech names his 3 biggest risks to the AI revolution:
1️⃣ The midterms
2️⃣ Energy shortages
3️⃣ The gap between CapEx and monetization
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“Stock picking has become and will be so important in this market.”
@DivesTech says the days of buying the whole AI trade are over!
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RiskReversal Media retweeted
Just finished Bear in the Bullring by @EconguyRosie — big thanks to Risk Reversal @RiskReversal for providing the book!
The candid stories from four decades in the markets and the practical insights on independent thinking, cycles, risk, and staying grounded amid the hype were both intriguing and surprisingly relatable. Not a get-rich-quick guide, but a clear-eyed reminder that discipline and questioning the consensus protect your money (and your sanity). Highly recommend.
EARNINGS PREVIEW: Apple ($AAPL)
Dan Nathan previews Apple earnings after the bell tonight 📊
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Last week was a volatile one for tech📉
Dan Nathan breaks down the Intel crash, the Anthropic S-1 and discusses why he’s avoiding $AAPL into earnings.
YouTube: youtu.be/NfvfEzU0M4Y
Apple: apple.co/4A7i4ge
Spotify: tinyurl.com/46crp9z8
🤖 Made with AI
RiskReversal Media retweeted
New pod out now! @dmoses34 and @VD718 join Puneet Pardasani for @ClearStreetLLC's 'Clear Take' series
🫧 This Feels More Dot-Com Than GFC
🤖 Wall Street Needs the Anthropic IPO to Get Done
⚡️ CoreWeave Is Just a Lessor With a Bigger TAM
🪙 Gold Beats Being Short the S&P
🏦 Warsh Is One and Done
YouTube: youtu.be/w05f14s7qZg
Apple: apple.co/4e2u7Tp
Spotify: tinyurl.com/s45cmc9f
New episode out now 🎙️
What exactly makes a good CEO vs a bad one?
@dickc and @pkedrosky dive into the details on what separates the 'Jobs' from the 'Holmes' on the latest episode 🎙️
YouTube: youtu.be/wY2PYsjej2s
Apple: tinyurl.com/2jrjhd4w
Spotify: tinyurl.com/5c6parvm
RiskReversal Media retweeted
What exactly makes a good CEO vs a bad one?
@dickc and @pkedrosky dive into the details on what separates the 'Jobs' from the 'Holmes' on the latest episode 🎙️
YouTube: youtu.be/wY2PYsjej2s
Apple: tinyurl.com/2jrjhd4w
Spotify: tinyurl.com/5c6parvm
🤖 Made with AI
RiskReversal Media retweeted
Always good catching up with Dan Nathan on the @RiskReversal Podcast. We talked about how far @ZetaGlobal's AI strategy has advanced since our 2021 IPO and how that evolution translates into the momentum we’re seeing across the business today. $ZETA
LG 🚀🚀🚀
Check it out here: youtube.com/watch?v=bfais79U…
RiskReversal Media retweeted
A Friday with @GuyAdami, what a treat!
In your feed now!
@CameronDawson joins @GuyAdami on a special Friday drop of the RiskReversal Podcast 🎙️
YouTube: youtu.be/4czQJgExj6k
Apple: apple.co/4BvaPQL
Spotify: tinyurl.com/mvw7pjee
In your feed now!
@CameronDawson joins @GuyAdami on a special Friday drop of the RiskReversal Podcast 🎙️
YouTube: youtu.be/4czQJgExj6k
Apple: apple.co/4BvaPQL
Spotify: tinyurl.com/mvw7pjee
🤖 Made with AI