Expect the market to catch up to reality later this year, says Dan Niles

Let's take a look at what's going on in big tech right now. Joining us is Dan Niles. He's Niles Investment Management founder and portfolio manager.By the way, this is Dan's first time in New York since co. Really. Yeah.I mean, the last time I was on set was January 27th of 2020 and I remember that was the day Apple reported and I remember being on set and they were like, "Well, what are you thinking?" and think I said I think this co thing is going to be a big deal and I'm not going to be and then they I t ...