Dotcom Do-Over?, Nadella Takes the Stand, and The Sleeper in Semis 5/11/26
About this episode
The run-up in tech has Dan Niles remembering like it’s 1999, but he says the rally “has at least one more great year.” Microsoft’s Satya Nadella takes the stand in the Musk vs. Altman trial. Plus, the under-the-radar chip company UBS says is “the fastest grower” in the space.
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