Dan Niles Predictions
Founder & Portfolio Manager, Niles Investment Management
Track Dan Niles's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
- Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
- Grading involves judgment and may not always be clear-cut.
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[19:39] Between now and midterms, I'm very negative on the market overall, which means I don't want to be involved in anything.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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he's bullish on Apple (AAPL), where he believes product-focused leadership and the arrival of a foldable iPhone could finally spark a major new upgrade cycle next year.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[40:18] I'm not completely convinced that Snowflake is going to be ultimately immune from this because what what do we know for certain? CFOs don't want to miss their quarters at big public companies and the revenue growth at names like Open AI and Enthropic are still exploding higher. And that spend has got to come from somewhere and some some of that has got to be software.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[33:29] I like Google as well. As I said earlier, I think Google and Anthropic are going to be two of the big survivors... I think they're always going to be in the hunt because they do have a tremendous amount of user data to train on.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.