Don't confuse stock prices with company fundamentals, says Niles Investment's Dan Niles

Let's bring in Dan Niles, founder and portfolio manager at Niles Investment Management. Dan, great to have you with us. Great to be on, Melissa.Uh, it certainly doesn't seem this way that there is an adoption slowdown when you go through earnings calls, when you hear what companies are saying, but there could be a difference in what they're broadcasting versus what is actually going on in terms of dollars spent. What's your take on this. because there's always that concern that there's a pull forward that t ...