3 min listen
Okay, Computer: A.I. Head-Fakes and Hot Takes
FromOn The Tape
ratings:
Length:
46 minutes
Released:
Aug 23, 2023
Format:
Podcast episode
Description
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 here
Learn more about Ro body: ro.co/okay
Email us at contact@riskreversal.com 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 Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
Check out Dylan’s latest note here
View our show notes here
Learn more about Ro body: ro.co/okay
Email us at contact@riskreversal.com 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 Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
Released:
Aug 23, 2023
Format:
Podcast episode
Titles in the series (100)
Preview of On The Tape with Dan Nathan, Guy Adami, and Danny Moses: 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), break down market-moving headlines, provide their insights into... by On The Tape