Dan Niles, Founder and Portfolio Manager at Niles Investment Management lays out how rising AI demand is reshaping the market and where he sees stock upside.
00:00:00 — Introduction
00:00:19 — Current Market View
00:01:52 — Return Expectations
00:03:36 — What Drives Further Upside
00:05:14 — Tech Leadership Outlook
00:07:22 — Mag 7 Divergence Explained
00:10:14 — Top Mag 7 Pick
00:13:19 — Best Big Tech Buys Now
00:13:41 — Portfolio Positioning Beyond Tech
00:15:59 — Nike Turnaround Check
00:18:19 — Consumer Stocks Outlook
00:21:01 — Managing Risk in This Market
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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