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AI Spend To Kingdon (Capital) Come with Parshv Shah
Manage episode 473698861 series 2938944
Dan Nathan is joined by Parshv Shah, Portfolio Manager at Kingdon Capital Management, on the RiskReversal podcast. They discuss the impact of generative AI on the stock market, particularly focusing on tech stocks and hyperscalers like Google, Amazon, and Microsoft. The conversation covers the shifts in market sentiment, the performance and future outlook for companies like Nvidia, Dell, and Adobe, and the role of AI in cybersecurity. They also explore the implications of custom silicon and agent technology on consumer internet companies, featuring insights into the challenges and opportunities these innovations present for various tech sectors.
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
790 episodes
Manage episode 473698861 series 2938944
Dan Nathan is joined by Parshv Shah, Portfolio Manager at Kingdon Capital Management, on the RiskReversal podcast. They discuss the impact of generative AI on the stock market, particularly focusing on tech stocks and hyperscalers like Google, Amazon, and Microsoft. The conversation covers the shifts in market sentiment, the performance and future outlook for companies like Nvidia, Dell, and Adobe, and the role of AI in cybersecurity. They also explore the implications of custom silicon and agent technology on consumer internet companies, featuring insights into the challenges and opportunities these innovations present for various tech sectors.
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
790 episodes
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