Okay, Computer: A.I. Head-Fakes and Hot Takes
Okay, Computer: A.I. Head-Fakes and Hot Takes
Okay, Computer: A.I. Head-Fakes and Hot Takes
Deirdre Bosa of CNBC joins Dan Nathan to chat about Softbank’s Arm IPO (1:00), Instacart (9:30), Lyft (13:00), and Nvidia (14:30). Later, Dan sits down with Dylan Patel, Chief Analyst at SemiAnalysis, to discuss the supply chain (20:00), AI head fakes in Q2 earnings (25:00), the economic landscape and Nvidia (33:00).
Check out Dylan’s latest note here
View our show notes hereLearn more about Ro body: ro.co/okayEmail us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.We’re on social:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page
From The Podcast
On The Tape
Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), and SoFi’s Head of Investment Strategy, Liz Young, break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes.You’ll leave each episode with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners with the intellectual framework to think critically and make smarter investment decisions.Each episode, the co-hosts go Off The Tape with a guest from the world of finance, media, entertainment or sports.Dan Nathan is a CNBC contributor, the Principal of Risk Reversal Advisors and is the founder and editor of RiskReversal.com.Guy Adami is an original member of CNBC’s Fast Money and is currently the Director of Advisor Advocacy at Private Advisor Group.Danny Moses has been on Wall Street for decades in a variety of roles, is currently a private investor and was also featured in The Big Short for his bet against the housing market.Stay up to date at OnTheTapePodcast.com, follow us on Twitter @OnTheTapePod and subscribe to On The Tape in your favorite podcast store.Join Podchaser to...
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