KI-Trade: Schlagloch statt Trendbruch? Dan Niles im Gespräch.

// This video is not investment advice and does not constitute a buy recommendation! // The AI ​​rally is undergoing a reality check. Dan Niles, founder of Niles Investment Management, warned of an impending correction on June 20th, and he was right. However, the tech expert doesn't foresee a long-term break in the AI ​​story. Three risks are in focus: companies are trying to reduce their token costs, powerful open-source models from China are increasing price pressure, and the rising costs of AI semiconductors could squeeze margins during earnings season. A discussion about euphoria, cost realities, and whether AI models will become a commodity while infrastructure remains a bottleneck. ... ► To the Opening Bell+: https://bit.ly/360wallstreetpc * ________________________________ ► Opening Bell+: https://bit.ly/360wallstreetpc * ► Instagram:   / kochwallstreet   ► Podcast: https://apple.co/3ehK4mP ► Website: https://www.markuskoch.de/ *Advertisement