"It's The Scariest Time That I've Ever Seen" - Dan Ives on Tariffs, The Mag7 & U.S. Tech Leadership скачать в хорошем качестве

"It's The Scariest Time That I've Ever Seen" - Dan Ives on Tariffs, The Mag7 & U.S. Tech Leadership

Dan Nathan is joined by Dan Ives, Global Head of Technology Research at Wedbush Securities, to discuss the current state of the tech sector and broader market dynamics. The podcast covers a range of topics including the impact of tariffs on the U.S. tech industry, the potential long-term effects on supply chains, and the implications for major tech companies like Nvidia, Apple, Microsoft, Google, Meta, Amazon, and Tesla. Dan Ives shares his concerns about the structural damage to the tech sector and provides insight into his revised earnings estimates for these companies. The conversation also touches on the resilience of certain stocks, the anticipated performance of hyperscalers, and the broader economic challenges posed by current U.S. policies. Despite the market volatility, both Dans emphasize the importance of staying well-informed and managing investment strategies carefully during uncertain times. Timecodes 0:00 - Take 9:50 - What's Priced In? 19:10 - Different This Time 29:20 - Tech Recession 39:45 - NVDA 43:20 - AAPL 47:45 - MSFT 49:20 - GOOGL 50:25 - META 51:52 - AMZN 53:35 - TSLA 1:00:05 - Final Thoughts — FOLLOW US Instagram:   / riskreversalmedia   Twitter: https://x.com/riskreversal LinkedIn:   / riskreversalmedia   #investing #stocks #stockmarket The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.