• Episode 6:

    Interview with Dan Ives


    In the 6th episode of Investing With The Whales, I interview Dan Ives, Wedbush MD (https://twitter.com/DivesTech).


    Topics discussed: 2022 results, 2023 sentiment, cybersecurity and cloud stocks, Wedbush’s approach to stock picking, macro trends, tech layoffs, the beginning of the new bull cycle, ChatGPT / OpenAI, China automakers, Elon Musk, autonomous self-driving network, PE’s dry powder, stock market’s big picture.


    Stocks discussed in detail: CRM, AMZN, TSLA, LCID, UBER, ALIT


    Stocks mentioned: NVDA, MSFT, AAPL, GM, S, PANW, AI, SOUN