Asks for AI stock picks amid market volatility and hype cycles
John
Dan Ives
Microsoft is top hyperscaler pick with 20% of enterprise deals accelerating recently; Palantir at epicenter despite valuation concerns
Dan Ives
AI revolution is just starting with second, third, fourth derivatives beginning to play out
Dan Ives
Believes tech bull market continues for another two years
Asks if government AI project (Genesis mission) provides additional reason to buy AI bull market
John
Dan Ives
Government backstop exists with US leading China in tech for first time in 30 years
Dan Ives
We're in early innings of AI game - top of third inning with two more years in tech bull market
Asks about Gemini 3 impact and technology change pace for winners/losers
John
Dan Ives
Gemini represents major change for Alphabet with Apple partnership potential; sees $100+ upside for Alphabet from AI not yet priced in