Spending slowdown in capex will be 'big problem' for Mag 7, says Dan Niles

[@DougGonda]

Did he not see what MSFT reported today for up coming capital spending? If you put a graph of how often Niles is wrong vs correct, you would never take him seriously.

[@JeffASpranger]

Totally disagree with Dan Niles. With the new adminstration's stance of tariffs and tough immigration, AI spend will need to become even larger to help offset the lack of young workers the US population demographics shows is coming. Looking at COVID results doesn't make sense either - look at Year 2024.

[@sharonh2991]

He looks like an AI caricature in this video.

[@bluefairy9683]

When market down this write hair guy comes out to speak nonsense 😂 did he make money over 2024 or hows his portfolio going ?

[@bluefairy9683]

@@sharonh2991his she’s look like a fake

[@gordongekko2781]

That argument makes no sense. The people who will be deported work on farms and construction sites. They don't work in IT.

[@PelosiStockPortfolio]

American AI is very expensive, we need migrant AI to do the jobs American AI doesnt want to

[@dds9322]

This guy is unbelievable...go ahead, buy more Tesla and Palantir, since Nvda and Google are expensive?!

[@P54P]

He's been shorting Mag 7 since summer 2024. He Continues to do so into 2025.

[@RichardKing-sx6xc]

I will send him a short shorts.

[@HRaychin]

Dan missed the boat on AI and still begging for crash LOL

[@bluefairy9683]

He is , the entire bear for the whole AI year of 2024 , don’t know why he is still reputable being here to blabla..

[@R4dr1ar]

So he missed the bubble

[@dluchin1998]

"it's a 50/50 shot of whether they cut or raise or hold" -Dan Niles

[@dreadhc8336]

🤣🤣🤡 Danny having a tough year

[@RichardKing-sx6xc]

🤡🤡🤡

[@robertwilliam9558]

Niles is a HATER.

Microsoft needs more power for more chips or….. hear me out… They are building empty warehouses that need a lot of power so the security guards can watch Netflix

[@fc30361]

If Mag 7 capex slow down next year, would that be good to their earnings and stock prices (except for NVDA)? Niles has been tirelessly bashing Mag 7 throughout 2024, and now he continues to bash them for 2025😂

[@willtwain1383]

Dan has been way wrong about Apple.

[@dreadfuldonkey]

There isn’t anything on this planet that isn’t overpriced right now

[@babakd9892]

Nice hair line bro! Money well spent

[@nicholaslwl88]

At first the concern was that big tech spent too much on Capex, now due to them not spending as much..

[@dinisfred]

Dan has new hair…🧑🏿‍🦳

[@wesly333111]

Let's see who is right tom Lee or this guy... the score is like 32-0 so far between the two the last 2 years. I think I'll go with the winning team Mr. LEE 😂😂

[@Fishytape]

Nice Hair plugs bro!

[@shakerman4908]

Ok so here’s what this guy is saying “big tech is gonna crash and take the market with it but I’m buying small and mid caps “ huh?

[@logosproclamation453]

What is the point of having a guest who keeps saying the same thing over and over.

[@alumsey4013]

He makes no sense. If there is a slow down in AI spend, it will impact Nvidia only. The balance of the mag 7 will buy what is needed for their business and proceed with growth and development.

[@davidtothemax1]

thats not what microsoft just said....?

[@chattingwithshap8010]

This guy has cost his clients more money that I can count. He is a perma bear. At some point he will be right, but he has been wrong for so long.

[@joecordoni3434]

This guy is the new mike Wilson.... been wrong on Eveything for over a year now so yah dan is another talking head as cnbc becomes msnbc

[@gordongekko2781]

Some of Nvidia's biggest customers (like Amazon and Meta) have already started designing their own chips, so they won't be dependent on Nvidia anymore. And, I'm skeptical of mass adoption. Apple felt pressured by Wall Street to release an AI enable smart phone and guess what - customers don't want it. AI can do some neat things, but would you pay a $50/mo subscription to generate images of the President morphed with a smurf? I think AI will be useful in some niche markets like enterprise software, healthcare, and IT, but I'm not so sure consumers are willing to pay up for frivolous bells and whistles. So far, they are not.

[@keto6789]

This guy has been a negative nancy bear since he started. Doesn't beat the sp500 either ...

[@81546mot]

Dan is wrong. We will see this in 2025.

[@abvincent12]

All these comments saying he’s a ‘perma bear’ etc., is absolutely not true at all. He’s was advocating Amazon and many other great stocks much much lower than here. He doesn’t come on CNBC and blow smoke up your xxx because that’s what you want to hear, he tells you the truth. He’s one of the best guests CNBC has - it’s clear he doesn’t give a sheet if you like what he says or not, he tells you what he truly believes is true. Is he wrong - sure, just like all of us. He’s a wealth of info in this tiny segments he is actually on the network.

[@markoneil5279]

Don’t buy a word from this guy.

[@dubbled7286]

How does Dan still have a job?? 🤷‍♂🤦‍♂

[@81546mot]

Dan helps you lose money.

[@TysonGould-td2wh]

And solar on ur home lowers power prices

[@happytravel_777]

Dan niles is a dork momo

[@DorenKai]

As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing. I have a significant amount of capital to start with, but I'm unsure about the strategies and direct I should take to help me generate substantial profits like some people are this season.

[@Ermakristopher-n8b]

I’m not in a position to offer financial advice, but given the significant amount of capital you're working with, it would be wise to consult a financial advisor who can guide you in developing a strategy tailored to your goals and risk tolerance.

[@FelixTurner-k2y]

Factos!!. After experiencing a major portfolio loss in 2020 amid the COVID pandemic while trying to manage my investments on my own, I reached out to an investment advisor. They helped me turn my $420k into a seven-figure portfolio by providing the guidance and strategy I needed. Having that expertise made a significant difference in my investment journey.

[@AmeenJohani]

Thanks for sharing your experience! I’ve been managing my portfolio myself, but it’s not working out. Do you have any recommendations for a good investment advisor? I could really use some help.

[@FelixTurner-k2y]

@@AmeenJohani Ralph Anthony D’auge a highly respected figure in his field. I suggest delving deeper into his credentials, as he possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.

[@AmeenJohani]

Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!

[@2023gainer]

Gaining 100 %. week. Vocodia holdings. AI sector Dip-buying growing this week. Nvidia green.. SYM . Symbotic green. SMCI...AMD...MU... BBAI. Big Bear AI. GFAI.. Guardforce AI, more.

[@mobeck]

Uncle Leo?

[@abvincent12]

Brilliant man! Listen to what he says.

[@shaunkim790]

Always negative,,,coz he can only short