May 11, 2026

Dotcom Do-Over?, Nadella Takes the Stand, and The Sleeper in Semis 5/11/26

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.

Also available on Apple Podcasts ↗