Investing Legend Dan Niles Reveals Top Picks For 2025

Dan Nathan and Dan Niles, founder and portfolio manager at Niles Investment Management, engage in an in-depth discussion about the current state of the tech market, broader economic trends and his top picks for 2025. The conversation touches on the volatility in tech stocks, the implications of inflation, and the Fed's influence on market conditions. Dan Niles shares insights on his cautious outlook for 2025, citing inflation worries and potential AI digestion phases. They also discuss the performances and forecasts of major tech companies, including Microsoft, Meta, Apple, and Amazon, and examine how macroeconomic factors like the U.S. dollar and interest rates are affecting these giants. Niles emphasizes the importance of being adaptable in this uncertain market landscape, with a focus on cash and well-rounded stock picks.

Timecodes
0:00 - 2025 Playbook
16:20 - Meta
22:10 - Apple
28:20 - Amazon & US Dollar
33:50 - Cash Is King
35:45 - Nvidia

About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

Key Links:

#investing #stocks #stockmarket

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[MaryT.Shearer]

I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement, I'm 55.

[morgansofia]

Best pick a growth ETF- the vast majority of fund managers can’t beat the SP500 index funds.

[Anessa-gibson]

As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing. I have a significant amount of capital to start with, but I'm unsure about the strategies and direction I should take to help me generate substantial profits like some people are this season.

[tonysilke]

Great video, I'm considering SMH, MAGS, SOXQ, PFIX and VRP. Seeking the best way to hedge my portfolio against inflation. Any suggestions?

[TonyVear-zy]

I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had quarter of a million to create a strong portfolio, which stocks would you choose for better returns?

[tatianastarcic]

I think the stock market will do well in towards the end of 2025, so I'm thinking of putting $220, 000 into stocks for my retirement. Any advice on doing this safely? Also, any important tips for the current financial situation?

[DavidLucas-sorr]

Investors should use their money continuously, in my opinion, especially In 2025, the market will start to diversify even further. Given recent stock success, it becomes sense to invest my $460k portfolio in conclusion that the stock market is the best intelligent investment accessible. Certainly, others agree.

[MakusNakus]

PLTR accounts for 20% of my 250 grand portfolio. Which stock would you recommend for someone already invested in TSLA, AMD, PLTR and MSTR?

[benjamindavidson]

I anticipate positive growth in the markets for 2025, and I'm considering investing $220k in stocks for my retirement plan due to recent rate cuts. Could you provide guidance on executing this investment safely? Additionally, are there any crucial tips or changes I should be mindful of in the current financial landscape?

[khntyux]

I am trying to avoid making any new buys at this point in other not to get sucked into a bear market trap. It's tough making money in stocks when institutional investors are the driving force behind the selling.. although I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?

[BenTodd-flnv]

My portfolio is made up of positions in $NVDA 125k, $VOO 80k, $SCHD 77k and $PLTR 60k. Looking to add growth in A.I stocks for retirement. Any suggestions that would complete the existing positions?

[Riggsnic_co]

As an investment enthusiast, I often wonder how top level investors are able to become millionaires off investing. I do have a significant amount of capital that is required to start up but I have no idea what strategies and direction I need to approach to help me make over $400k like some people are this season.

[Madridstrat]

I would like to pick the following stocks for 2025: AMZN, GOOGL, META, MSFT, MCO, MSCI, SPGI, UBER, ASML, TSM, NVDA. try to keep everything around 10%. Please what could be my safest buys with 200 grand to outperform the market in 2025?

[tcc]

12:32 2025 Picks: cash, Cisco, Adtran, bank stocks (KBWB etf), midcap value (IJJ etf)

[LoriHamiilton]

Best one so far brother. 5 months of investing. $177k saved, debts cleared, and a p ortfolio just shy of a quarter million. Taking investing into consideration last year was worth it in retrospect. thanks to Louise O'Brien for helping me achieve this.

[DonaldMark-nese]

Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.

[chispecs]

Dan Niles for me is the best guest ever on this show.

[FaithAndrada-xoou]

big returns come from investing big. investing big comes from building conviction, conviction comes from understanding, understanding comes from doing your homework and research beyond surface level.

[Lucas]

I'm glad you made this video it reminds me of my transformation from a nobody to good home, $34k monthly and a good daughter full of love

[PaulineOliver-pf]

I'm new to investing, and l've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have