THANKS FOR DAN FOR COMING ON THE SHOW!!!!

twitter: [ Ссылка ]
dan: [ Ссылка ]

00:00 - Dan Ives Intro
01:10 - What is it like Being Dan Ives?
07:50 - Palantir
11:00 - How did retail get Palantir first?
12:55 - Palantir Use Cases
17:11 - Tesla thoughts going into 2025
23:38 - Where is NVDA Going?
29:05 - AMD
32:57 - Tariffs implications on NVDA, Tesla, and Apple
35:30 - Rapid Fire!

свернуть