Investors / stance tracking
What Dan Ives is saying
FollowFollowingUnfollowTech analyst, Wedbush Securities
52 dated public stances tracked since 2024-07-03, most recently 2026-10-28. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Dan Ives's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Dan Ives is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Think we got something wrong? Report a misattribution — we correct it or take it down.
52
tracked stances
23
themes
1
side flips
2026-10-28
last heard
Returns 90d -1.1% 48% correct · 21 calls · 180d +24.8% 70% correct · 20 calls · 1y +28.3% 80% correct · 15 calls
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|---|---|---|---|---|
| 2026-05-18 | MSFT | bullish | +13.7% | — | — |
| 2025-12-16 | long AMD / long AI SOFTWARE/PLATFORMS: PALANTIR, MONGODB / long ENERGY | basket | +13.6% | +95.2% | — |
| 2025-12-16 | TSLA | bullish | -19.3% | -16.1% | — |
| 2025-12-16 | ORCL | bullish | -17.1% | +2.8% | — |
| 2025-12-16 | NVDA | bullish | +3.1% | +19.7% | — |
| 2025-12-16 | CRWV | bullish | +23.5% | +53.5% | — |
| 2025-01-31 | TSLA | bullish | -30.7% | -21.1% | +4.3% |
| 2025-01-31 | SNOW | bullish | -8.9% | +21.4% | +5.1% |
| 2025-01-31 | PLTR | bullish | +40.9% | +92.3% | +79.1% |
| 2025-01-31 | OKLO | bullish | -36.8% | +81.8% | +76.9% |
| 2025-01-31 | NVDA | bullish | -7.0% | +49.3% | +54.6% |
| 2025-01-31 | NOW | bullish | -5.9% | -4.0% | -42.1% |
| 2025-01-31 | MSFT | bullish | +2.7% | +24.1% | +2.8% |
| 2025-01-31 | MDB | bullish | -37.0% | -10.6% | +36.4% |
| 2025-01-31 | CRM | bullish | -21.1% | -22.3% | -37.9% |
| 2025-01-31 | Big Tech | bullish | -7.6% | +9.0% | +20.5% |
| 2025-01-31 | AAPL | bullish | -9.5% | -11.2% | +14.9% |
| 2024-09-02 | long AMD / long PLTR / long NOW / long ORCL (+1 legs) | basket | +44.3% | +42.7% | +126.4% |
| 2024-09-02 | NVDA | bullish | +28.4% | +5.6% | +58.2% |
| 2024-07-03 | TSLA | bullish | +4.7% | +69.4% | +28.0% |
| 2024-07-03 | AAPL | bullish | +2.2% | +14.1% | -3.2% |
View flips
Where the tracked view on a theme reversed between appearances — bullish to bearish or back. Dates are the episodes on each side of the turn.
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| NVDA | 4 | 4 bullish | 2026-09-10 | |
| TSLA | 4 | 4 bullish | 2026-10-21 | |
| AAPL | 3 | 3 bullish | 2026-09-18 | |
| MSFT | 3 | 3 bullish | 2026-10-13 | |
| ORCL | 3 | 2 bullish / 1 bearish | 2026-10-19 | |
| CRWV | 2 | 2 bullish | 2026-10-16 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Alphabet has significant upside as rapid cloud expansion and strengthening search advertising demonstrate a renaissance in growth despite heavy AI capital spending.
“This is one that has significant upside as we go into the next six months.”
CNBC uncut 2026-10-28 15:55 ET (5 min)
2026-10-26
long MSFT / long GOOGL / long AMZN
basket
CNBC (uncut) · uncut_tv
Hyperscaler earnings this week will validate AI cap-ex commitments and confirm enterprise AI acceleration — every dollar of cap-ex has a 5-6x multiplier across the tech ecosystem — driving the market higher
“does this market go higher, lower? We believe higher. It comes down to demand and what we see in CAP-ACs”
CNBC uncut 2026-10-26 14:37 ET (5 min)
2026-10-23
long MSFT / long AMZN / long GOOGL / short ORCL
pair
Bloomberg TV (uncut) · uncut_tv
AI data center buildout will consolidate toward self-funded cash flow hyperscalers (MSFT, AMZN, GOOGL) and away from debt-dependent entrants like Oracle as capital markets tighten.
Bloomberg TV uncut 2026-10-23 06:30 ET (30 min)
2026-10-23
long PLTR / long SNOW / long CRWD
basket
Bloomberg TV (uncut) · uncut_tv
Every dollar of hyperscaler CapEx drives a 5–6x multiplier into data analytics and security software, making second/third/fourth derivative AI beneficiaries (Palantir, Snowflake, CrowdStrike) durable even if some neoclouds fail.
Bloomberg TV uncut 2026-10-23 06:30 ET (30 min)
2026-10-23
long PLTR / long SNOW / long CRWD
basket
Liz Ann Sonders (newest) · video
For every dollar of hyperscaler AI capex there is a five-to-six dollar multiplier flowing to second and fourth-layer software and security beneficiaries, making them the better risk-adjusted way to play the multi-year AI buildout as primary infrastructure…
“the second or fourth deliverer speaks of the Palantir, the Snowflakes, Crowdstrikes”
Bloomberg Surveillance 10/23/2026
2026-10-23
long PLTR / long SNOW / long CRWD / long PANW
basket
Liz Ann Sonders (newest) · video
Every dollar of hyperscaler capex generates $5–6 of revenue across the AI software and security application stack, making the second/third/fourth derivative names the cleaner way to own the buildout without the debt-financing risk at the infrastructure layer
“for every dollar on capex, there's a 5 to $6 multiply across the rest of tech”
Bloomberg Surveillance TV: October 23rd, 2026 | Bloomberg Surveillance
2026-10-23
long GOOGL / long MSFT / long AMZN
basket
Liz Ann Sonders (newest) · video
Hyperscaler earnings next week will confirm accelerating enterprise AI demand that has grown ~30% in the past month, calming current credit and growth-scare fears and serving as the near-term catalyst for the group
“I believe next week hyperscaler earnings calms down the market”
Bloomberg Surveillance TV: October 23rd, 2026 | Bloomberg Surveillance
A highly probable SpaceX combination and Tesla's transition from an EV manufacturer into an autonomous-driving, robotics and AI platform could support a $500-$550 transaction value.
“It's a 90% chance that these two ultimately get married.”
Closing Bell — 2026-10-21 (CNBC, full episode, ads cut)
Said again: 2026-10-22 (CNBC (uncut))
2026-10-19
long MSFT / long AMZN / long GOOGL
basket
Bloomberg TV (uncut) · uncut_tv
Microsoft, Amazon, and Google are already established hyperscalers with the balance sheets and strategic positioning to dominate AI infrastructure buildout, placing them in a fundamentally different league from Neo Clouds taking on debt to compete
“who stands in a different league is Microsoft, Amazon, Google, because they're already there”
Bloomberg TV uncut 2026-10-19 15:29 ET (30 min)
2026-10-19
long MSFT / long AMZN / long GOOGL
basket
Dan Ives (newest) · video
Microsoft, Amazon, and Google occupy a different competitive tier because they already have the balance sheet, infrastructure, and strategic positioning for the AI buildout without having to gut core business operations.
“who stands in a different league is Microsoft, Amazon, Google because they're already there”
Big Tech Earnings Could Validate AI, Ives Says
2026-10-19
long CRWV / long NBIS
basket
Dan Ives (newest) · video
CoreWeave and Nebius are the standout champions within the neo-cloud tier because they are purpose-built for AI compute rather than attempting the painful transition from a legacy enterprise base.
“CoreWeave, Nebius, those are gonna be the sort of champions relative to what we see on Neo Clouds”
Big Tech Earnings Could Validate AI, Ives Says
Oracle is cutting core business muscle to fund data center expansion in its bid to become a hyperscaler, which damages the underlying business and makes the stock difficult to work with during this transition period
“when you have to cut muscle, cut your core to build out data centers, the business gets hurt”
Bloomberg TV uncut 2026-10-19 15:29 ET (30 min)
Said again: 2026-10-19 (Dan Ives (newest)), 2026-10-23 (Bloomberg TV (uncut)), 2026-10-23 (Liz Ann Sonders (newest)), 2026-10-23 (Liz Ann Sonders (newest))
2026-10-19
MEMORY CHIPS
bullish
Dan Ives (newest) · video
On-the-ground Korea checks show demand/supply running 13-to-1 for memory chips, validating that AI infrastructure acceleration is intact despite recent narrative pressure.
“demand supply 13 to one for memory chips”
Big Tech Earnings Could Validate AI, Ives Says
Concerns over CoreWeave's debt and credit spreads are a false narrative given the structural demand/supply imbalance (~13:1) and accelerating AI capex backlog, making the recent multi-day selloff a buying opportunity.
“I think this is ultimately a false narrative...it's been a buying opportunity”
We are Only 'Third Inning Relative to this AI Game,' Says Dan Ives
Said again: 2026-10-16 (Dan Ives (newest)), 2026-10-17 (Dan Ives (newest))
2026-10-16
Ai Infra
bullish
Dan Ives (newest) · video
Financing fears around the AI infrastructure buildout are a market overreaction — memory chip demand/supply is running 13-to-1 and hyperscaler capex backlogs remain massive, creating buying opportunities in names like CoreWeave
“I just think these are buying opportunities for some of these names”
Apple and Meta need each other, says Yorkville Ives' Dan Ives
Said again: 2026-10-23 (Liz Ann Sonders (newest)), 2026-10-26 (CNBC (uncut)), 2026-10-30 (CNBC (uncut))
2026-10-16
MEMORY STOCKS
bullish
Dan Ives (newest) · video
Korean on-the-ground data shows 13:1 demand-supply and 30–40% demand acceleration over 60–90 days, confirming AI infrastructure buildout is still accelerating.
“demand accelerated 30, 40% over the last 60 and 90 days”
We are Only 'Third Inning Relative to this AI Game,' Says Dan Ives
2026-10-14
long MSFT / long AMZN / long GOOGL
basket
CNBC (uncut) · uncut_tv
Hyperscaler AI capex deals are accelerating 30-40% sequentially and upcoming earnings will confirm the AI infrastructure wave is intact, making MSFT, AMZN, and GOOGL a buy-the-dip basket on today's yield-driven sell-off
“30 to 40 percent acceleration sequentially in terms of deals…you cannot ultimately deny”
CNBC uncut 2026-10-14 14:41 ET (30 min)
2026-10-14
SK
bullish
CNBC (uncut) · uncut_tv
AI-driven HBM memory demand is accelerating significantly with a structural supply-demand imbalance that won't reach equilibrium until late 2028-early 2029; current sell-off on rate fears is a buying opportunity, not a signal of demand cracks
“I don't even think we have equilibrium demand to supply till late 2028, early 2029”
CNBC uncut 2026-10-14 14:41 ET (30 min)
Microsoft is a hyperscaler winner positioned to benefit from accelerating AI demand that will show up in robust earnings this season
“I think Microsoft on the hyperscaler”
Dan Ives: The AI arms race isn't slowing down, it's accelerating
Said again: 2026-10-16 (Dan Ives (newest)), 2026-10-28 (CNBC (uncut))
CrowdStrike's cybersecurity platform is a standout beneficiary of AI-driven security use cases that are accelerating, with the AI revolution still in the third inning
“on cybersecurity and they might CrowdStrike. This AI revolution is third inning”
Dan Ives: The AI arms race isn't slowing down, it's accelerating
Meta's new AI rollout is a game changer because it monetizes 3.6 billion users in a way skeptics who doubted Zuckerberg's heavy AI spending failed to anticipate
“I think it's a game changer because… you have 3.6 billion users that you can now… tap into”
Dan Ives: The AI arms race isn't slowing down, it's accelerating
Said again: 2026-10-14 (CNBC (uncut)), 2026-10-15 (CNBC (uncut)), 2026-10-16 (Dan Ives (newest)), 2026-10-21 (CNBC (uncut)), 2026-10-21 (CNBC Fast Money Final Trade), 2026-10-22 (CNBC (uncut)), 2026-10-23 (Bloomberg TV (uncut)), 2026-10-23 (Liz Ann Sonders (newest))
Apple's massive global install base positions it to capture ~20% of the world's AI access through devices, and investors have yet to price the monetization upside from the consumer AI revolution — analogous to the underappreciated App Store era
“20% of the world's going to access AI through an Apple device”
Tom Lee and Dan Ives Explain Everything | TCAF 260
Said again: 2026-10-14 (CNBC (uncut)), 2026-10-15 (CNBC (uncut)), 2026-10-16 (Dan Ives (newest)), 2026-10-16 (Dan Ives (newest)), 2026-10-16 (Dan Ives (newest)), 2026-10-17 (Dan Ives (newest)), 2026-11-02 (CNBC (uncut))
Palantir's enterprise AI platform is transforming the enterprise sales cycle and is underappreciated on a free cash flow basis; as FCF scales, the stock should re-rate toward trillion-dollar valuation implying 4–5x upside over 3–4 years
“it's going on its way to $200 — investors massively underappreciate how advanced their technology is”
Tom Lee and Dan Ives Explain Everything | TCAF 260
Said again: 2026-10-13 (Dan Ives (newest)), 2026-11-02 (CNBC (uncut))
Memory stocks like Micron are front and center in the AI cycle and will prove out the bull thesis quarter by quarter as chip demand-to-supply stays at roughly 13:1 through 2029
“memory stocks are kind of front and center there”
Tom Lee and Dan Ives Explain Everything | TCAF 260
2026-09-18
SOFTWARE / SAAS AI BENEFICIARIES
bullish
The Compound · video
Software companies are downstream beneficiaries of the AI capex wave — not victims — and every dollar of AI capex produces a $5–6 multiplier across software, infrastructure and cybersecurity; the SaaS-apocalypse narrative was fiction that created the buying…
“investors now understand software stocks are downstream beneficiaries of AI, not victims of a boogeyman”
Tom Lee and Dan Ives Explain Everything | TCAF 260
Snowflake is entering the second and third derivative of AI adoption as enterprise use cases expand and data infrastructure becomes critical to running AI workloads
“it's software — look at Snowflake, look at what's starting to play”
Tom Lee and Dan Ives Explain Everything | TCAF 260
2026-09-10
long CRWD / long PANW
basket
CNBC Fast Money Final Trade · video
Cybersecurity names CrowdStrike and Palo Alto are second-derivative AI beneficiaries as enterprise AI deployment matures and drives incremental security spending
“Go back cybersecurity — CrowdStrike, Palo Alto are good examples”
Investors need to adjust to owning more software, says top tech analyst Dan Ives
2026-09-10
long AMD / long INTC
basket
CNBC Fast Money Final Trade · video
AMD and Intel are spillover beneficiaries of the 13-to-1 chip demand-supply imbalance in Asia even if Nvidia is the safer core holding
“Demand and supply today in chips based on what we see in Asia is 13 to 1 — that spillover effect is of course not just Nvidia”
Investors need to adjust to owning more software, says top tech analyst Dan Ives
Chip demand-to-supply in Asia runs 13-to-1, and Nvidia as the AI infrastructure backbone retains the best competitive perch to capture that imbalance
“It starts and ends with the godfather of AI and Nvidia — they have the best perch”
Investors need to adjust to owning more software, says top tech analyst Dan Ives
Said again: 2026-10-13 (Dan Ives (newest)), 2026-10-19 (Bloomberg TV (uncut)), 2026-10-26 (CNBC (uncut))
Street is underestimating Oracle's RPO/backlog conversion probability by roughly 50-60%, and the quarter demonstrates credible data-center build-out progress that the penalty-box sentiment has failed to price in
“The street is almost assuming 50-60% of that never happens — I think this was a big step in the right direction”
Investors need to adjust to owning more software, says top tech analyst Dan Ives
2026-09-10
ENTERPRISE SOFTWARE SECTOR
bullish
CNBC Fast Money Final Trade · video
Institutional investors are caught offsides underweight software after the SAAS apocalypse and will be forced to add exposure as AI use-case data points accumulate, driving sector outperformance into year-end
“Institutional investors are caught offsides — they're going to have to definitely adjust to owning more software”
Investors need to adjust to owning more software, says top tech analyst Dan Ives
Microsoft is well-positioned in AI through Azure and Copilot with organic initiatives that extend beyond its OpenAI partnership, making it a durable beneficiary regardless of the OpenAI litigation outcome.
“for Microsoft, I continue to think they're in a very, very good position”
90d +13.7%
Stocks Fall, Oil Rises as Investors Eye Bonds | The Close 5/18/2026
2025-12-16
long AMD / long AI SOFTWARE/PLATFORMS: PALANTIR, MONGODB / long ENERGY
basket
Mohamed El-Erian · video
Winning the AI revolution requires a diversified barbell across semiconductor suppliers, AI software platforms, and AI-adjacent energy infrastructure rather than concentrating in any single name across the 8-10 year buildout
“you have to think about like a barbell approach”
90d +13.6% · 180d +95.2%
Mohamed El-Erian talks November jobs report & economic concerns, Dan Ives on 3 things Tesla needs
Tesla's autonomous robo-taxi rollout across 30 cities and volume production of Cybercabs from Gigafactory Austin will validate its AI/physical AI platform, driving a path to $3 trillion valuation by end of 2026
“I think autonomous alone is worth a trillion. And I think when you look at robotic...that's how I get to a $3 trillion valuation”
90d -19.3% · 180d -16.1%
Mohamed El-Erian talks November jobs report & economic concerns, Dan Ives on 3 things Tesla needs
Nvidia is one of the two best physical AI plays in the market, serving as the foundational chip layer of the AI arms race across hyperscalers and sovereign AI programs, making it a must-own name in any AI-era portfolio
“when you look at physical AI, there's Nvidia and Tesla is I think the two best out there”
90d +3.1% · 180d +19.7%
Mohamed El-Erian talks November jobs report & economic concerns, Dan Ives on 3 things Tesla needs
Despite near-term messaging and execution stumbles, Coreweave's business model and role in AI infrastructure remain intact, making sell-offs overreactions rather than structural breaks
“if there was structural issues, if I didn't believe in the thesis...then you avoid them. But I don't believe that is”
90d +23.5% · 180d +53.5%
Mohamed El-Erian talks November jobs report & economic concerns, Dan Ives on 3 things Tesla needs
Oracle's recent sell-off reflects execution and communication missteps, not a structural change in its AI infrastructure thesis, making the current price level a dip-buying opportunity before the stock re-rates higher
“how come I didn't buy Oracle 180 when now it's 240”
90d -17.1% · 180d +2.8%
Mohamed El-Erian talks November jobs report & economic concerns, Dan Ives on 3 things Tesla needs
Autonomous vehicles and Optimus humanoid robots will dwarf the EV business; cyber cabs launching unassisted in Austin by June 2025, and a pro-autonomy federal regulatory framework under Trump makes the autonomous segment worth $1 trillion alone for Tesla
“I believe autonomous is worth a trillion dollars alone for T”
90d -30.7% · 180d -21.1% · 1y +4.3%
Dan Ives: Still the First Inning for AI | TCAF 176
Deep Seek does not reduce GPU demand — demand-to-supply for Nvidia chips is 15:1, two trillion in AI capex over three years is effectively locked in, and earnings growth from ~$0.50 to $5 makes the stock cheaper despite being up 2,000%
“demand to supply for NVIDIA chips is 15 to 1”
90d -7.0% · 180d +49.3% · 1y +54.6%
Dan Ives: Still the First Inning for AI | TCAF 176
Apple is the consumer AI tollbooth — 1.5B iPhones and 2.3B iOS devices mean Apple gets paid regardless of which AI wins; Deep Seek going to #1 in the App Store was actually bullish for Apple services, adding an incremental $10-15B/year
“it doesn't matter if perplexity beats Gemini and deep seek — Apple gets paid”
90d -9.5% · 180d -11.2% · 1y +14.9%
Dan Ives: Still the First Inning for AI | TCAF 176
Nuclear power is a required pillar of AI infrastructure buildout; Oklo (the Sam Altman-backed nuclear play) went from $10 to $35 and the lesson is that near-term revenue is the wrong lens — what matters is positioning for the decade-long AI energy demand curve
“if you believe in AI and some of the technology they're building you can't look at revenues next year”
90d -36.8% · 180d +81.8% · 1y +76.9%
Dan Ives: Still the First Inning for AI | TCAF 176
2025-01-31
Big Tech
bullish
The Compound · video
Street estimates for the Magnificent 7 are being overstated by 15-30% because consensus underestimates the earnings acceleration in H2 2025 into 2026 driven by AI revenue; Dan sees another 25% upside in tech stocks for the year
“tech stocks are going to be up another 25% this year — Mag 7 despite expectations being high are going to continue to massively outperform”
90d -7.6% · 180d +9.0% · 1y +20.5%
Dan Ives: Still the First Inning for AI | TCAF 176
Azure AI revenue at $13B is the top of the first inning; as cloud workload migration accelerates from 45% of workloads today, Azure growth should re-accelerate from 31% toward 40-45%, and the stock needs to trade at $600-700 to price in the hyperbolic…
“the only way that you get to a stock that's six 700 bucks you have to go through this period”
90d +2.7% · 180d +24.1% · 1y +2.8%
Dan Ives: Still the First Inning for AI | TCAF 176
Palantir is not building LLMs and therefore benefits from cheaper models; it is one of the three software companies already demonstrating real enterprise AI use cases and boots-on-the-ground adoption
“the only one the ones that have seen it early — Palantir because they're really front and center when it comes to use cases”
90d +40.9% · 180d +92.3% · 1y +79.1%
Dan Ives: Still the First Inning for AI | TCAF 176
Snowflake benefits from the same consumption-AI dynamic as MongoDB — surging data storage and query volumes driven by enterprise AI workloads grow its usage-based revenue as AI deployment broadens
“MongoDB and Snowflake — consumption AI plays”
90d -8.9% · 180d +21.4% · 1y +5.1%
Dan Ives: Still the First Inning for AI | TCAF 176
ServiceNow is one of the three software companies demonstrably seeing real AI enterprise use-case revenue alongside Palantir and Salesforce, positioning it ahead of the broader software cohort in the current AI deployment wave
“Salesforce service now — those are really the three on software that have actually seen it in terms of use cases”
90d -5.9% · 180d -4.0% · 1y -42.1%
Dan Ives: Still the First Inning for AI | TCAF 176
Salesforce is one of three software companies already capturing real AI enterprise revenue, ahead of the wave of broader use-case deployment that Dan expects to accelerate in the second half of 2025
“Salesforce service now — those are really the three on software”
90d -21.1% · 180d -22.3% · 1y -37.9%
Dan Ives: Still the First Inning for AI | TCAF 176
MongoDB is a consumption-based AI play: as enterprise AI use cases proliferate and data volumes explode, usage of MongoDB's platform will compound, expanding its revenue on a variable model rather than seat-based pricing
“MongoDB is really a consumption AI play”
90d -37.0% · 180d -10.6% · 1y +36.4%
Dan Ives: Still the First Inning for AI | TCAF 176
2024-09-02
long AMD / long PLTR / long NOW / long ORCL (+1 legs)
basket
The Compound · video
Every $1 of Nvidia GPU spend creates $8-10 of broader tech sector spending across software, infrastructure, and adjacent semis, making second-and-third derivative AI plays the next leg of the bull market as enterprise use cases proliferate
“for every dollar spent on an Nvidia GPU chip there is an 8 to 10 dollar multiplier across the tech sector”
90d +44.3% · 180d +42.7% · 1y +126.4%
Why Dan Ives Says It’s Still the First Inning for Nvidia
Nvidia's AI chip demand is supply-constrained 10-15x with only 3-5% of global enterprises having begun AI deployments, Blackwell ramp adds a services/ecosystem revenue layer with ~30-35% annual recurring attach rate and prohibitive switching costs, putting…
“I believe we're looking for trillion market cap for NVIDIA next six months”
90d +28.4% · 180d +5.6% · 1y +58.2%
Why Dan Ives Says It’s Still the First Inning for Nvidia
Robotaxi day on August 8 is a historic inflection point; FSD and autonomous driving make Tesla the most undervalued AI play in the market, not an auto company, with a sum-of-parts path to a $1–2T valuation
“FSD and autonomous Tesla is the most undervalued AI play in the market”
90d +4.7% · 180d +69.4% · 1y +28.0%
Wars, Votes and Data | Bloomberg Surveillance | July 3, 2024
270 million upgrade-eligible iPhones plus Apple Intelligence AI strategy will drive a multi-year super cycle; services business could add $40–50B incrementally over five years, with sum-of-parts bull case of $325–350
“the consumer AI Revolution will go through Apple”
90d +2.2% · 180d +14.1% · 1y -3.2%
Wars, Votes and Data | Bloomberg Surveillance | July 3, 2024
Said again: 2024-09-02 (The Compound)
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