# David Nicholson
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Top podcast episodes featuring david nicholson.
David Nicholson on AMAT, NVDA Competition, and AI Spending
Applied Materials (AMAT) posted strong results, pushing past concerns around China and supply chains. David Nicholson points to continued demand for advanced chip packaging, while the Cerebras Systems (CBRS) IPO highlights growing competition with Nvidia (NVDA) in AI chips. Even with strong momentu…
The Blue Horizon Family Episode 2: The Long Pivot
1975–1996
History does not change overnight. It changes one generation at a time.
For the first generation, the war never truly ends.
Captain Felix Nicholson, a veteran of the Second World War, has spent three decades living in the long shadow of the Ridge. Once an infantry captain, he now finds hi…
Episode 241: Audio Library - Humility (FULL AUDIOBOOK)
Humility: The Beauty of Holiness by Andrew Murray | Full Audiobook | Read by David Nicholson
Discover the timeless Christian classic Humility: The Beauty of Holiness by Andrew Murray, presented here as a complete audiobook read by David Nicholson.
In this powerful devotional work, Andrew Murray exp…
AI Backlash Grows as Technical Debt and Courtroom Chaos Pile Up
Public trust in AI is cracking — a new Pew survey shows record job anxiety, data centers are becoming a political flashpoint, and enterprises are sitting on a $1.52 trillion technical debt problem from AI rolled out too fast. Courts, meanwhile, are dealing with a wave of AI-generated filings and pr…
iPhone Duo to iOS 27: What New AAPL Products Mean for Siri AI, CapEx & GOOGL
iOS 27 is the most important announcement Apple (AAPL) announced at its "Surprise and Shine" event, says David Nicholson of Futurum. He makes the case that the update will amplify Siri capabilities in ways investors are underpricing right now. David also weighs on whether using Alphabet's (GOOGL) t…
AI Budgets, Silicon Promises and GSI Service Gaps | Techstrong Gang
Can better chips ease AI’s power demands—and who pays when AI spending outruns the plan?
Alan Shimel hosts Kate Scarcella, Sid Nag and David Nicholson for Techstrong Gang’s September 15, 2026 discussion of AI infrastructure, enterprise budgets and outsourced IT services.
First, Intel CEO Lip-Bu T…
David Nicholson picks out the high spots of skiing in Switzerland
Simon talks to David Nicholson about the high spots of skiing in Switzerland.
Photo by Patrick Robert Doyle on Unsplash
META Muse Strengthens AI Profit Path, Trust in Platform Raises Next Roadblock
Meta Platforms (META) being able to connect its Muse AI agent with its greater ecosystem through platforms like Whatsapp strengthens the Mag 7 giant's AI earnings potential and audience outlook, says Ali Mogharabi. The problem? Not everyone trusts Muse quite yet. David Nicholson emphasizes the trus…
Why the Best Homes Aren't Designed For You: Lessons From 10 Years With SHM's In-House Architect
There's a myth about architects. You hand them your dream, they disappear for a few weeks, and back comes a finished vision you either love or learn to live with. David Nicholson has spent his career proving that isn't how a good home gets made.
In this episode, Simon Clark, founder of Sustainable …
What Keeps You up at Night?
Dr. David Nicholson is a PHD clinical psychologist who worked with host Don Hawkins for many years at the Minirth-Meier Clinic. David has over 35 years experience as a clinical and consulting psychologist and shares practical skills from a Biblical perspective. He joins host Don Hawkins to talk a…
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