AI Spend To Kingdon (Capital) Come with Parshv Shah

Q: How long is this episode of RiskReversal Pod?

This episode is 46 minutes long.

Q: When was this RiskReversal Pod episode published?

This episode was published on March 27, 2025.

Q: Can I download this RiskReversal Pod episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

What this episode covers

Dan Nathan is joined by Parshv Shah, Portfolio Manager at Kingdon Capital Management, on the RiskReversal podcast. They discuss the impact of generative AI on the stock market, particularly focusing on tech stocks and hyperscalers like Google, Amazon, and Microsoft. The conversation covers the shifts in market sentiment, the performance and future outlook for companies like Nvidia, Dell, and Adobe, and the role of AI in cybersecurity. They also explore the implications of custom silicon and agent technology on consumer internet companies, featuring insights into the challenges and opportunities these innovations present for various tech sectors. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

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