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40%  
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Keyword: danniles

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  • You will see a 30 to 50% correction in many AI-related names next year, says Dan Niles [6:01]

    10/27/2025 6:43:36 PM PDT · by SunkenCiv · 7 replies
    YouTube ^ | October 27, 2025 | CNBC Television
    Dan Niles, founder and portfolio manager at Niles Investment Management, joins CNBC's 'Money Movers' to discuss his outlook on this week's Big Tech earnings, the rise in Qualcomm stock, and more. You will see a 30 to 50% correction in many AI-related names next year, says Dan Niles | 6:01 CNBC Television | 3.26M subscribers | 41,414 views | October 27, 2025
  • AI is Not Ready for Prime Time<

    10/15/2025 9:35:41 AM PDT · by CIB-173RDABN · 28 replies
    Vanity | October 15, 2025 | CIB-173RDABN
    AI is Not Ready for Prime Time: The Infrastructure and Human Reality GapArtificial Intelligence has captured the imagination of investors, companies, and the public alike, promising unprecedented efficiency, automation, and insight. Headlines trumpet AI’s transformative power, but a closer examination reveals a significant gap between hype and operational reality.1. The AI Bubble: Investment vs. ValueAI has attracted billions of dollars in investment, reminiscent of the dot-com bubble of the late 1990s. Startups and established companies alike promote “AI-first” futures, claiming humans will be replaced, efficiency will soar, and profits will skyrocket. In practice, however:Most AI applications are effective only in...