Asks Dan Ives about the state of the AI trade for 2026 and 2027.
Nicole Petallides
Dan Ives
Believes the AI revolution is just hitting its next stage of growth and is in year three of an 8 to 10 year build out.
Asks about Elon Musk's disapproval of the Google-Apple partnership.
Nicole Petallides
Dan Ives
Views the Google-Apple deal as a smart move for Apple and a monetization opportunity for Google, signaling stronger players getting stronger.
Asks about Apple's $350 price target and if it's a favorite.
Nicole Petallides
Dan Ives
States the AI premium is not built into Apple's stock, with significant upside as they monetize their install base.
Asks when Nvidia will hit a $5 trillion market cap.
Nicole Petallides
Dan Ives
Believes Nvidia is the one chip fueling the AI revolution and remains the centerpiece of the AI trade.
Asks about Tesla's price target and if $800 or $1000 is possible.
Nicole Petallides
Dan Ives
Calls 2024 the most important year for Musk ever due to autonomous tech and robotics, with Tesla poised to own 80% of the autonomous market.
Asks if Palantir is still a top pick and why.
Nicole Petallides
Dan Ives
Names Palantir as a top five name for 2026, citing its role in enterprise AI software monetization.
Asks for his top five names for 2026.
Nicole Petallides
Dan Ives
Lists Tesla, Microsoft, Apple, Palantir, and CrowdStrike as his top five names for 2026.
Asks why to buy CrowdStrike on a pullback.
Nicole Petallides
Dan Ives
Views CrowdStrike as exceptionally well-positioned at the intersection of AI and cybersecurity.
Asks about Broadcom and the energy infrastructure play.
Nicole Petallides
Dan Ives
Names Broadcom as a core chip play and highlights energy infrastructure as a key scarcity theme.
Asks about the robotaxi rollout timeline and public adoption.
Nicole Petallides
Dan Ives
Prefers Tesla's careful, brick-by-brick rollout for safety, targeting scale in 30 cities.
Asks about M&A targets and the IPO landscape.
Nicole Petallides
Dan Ives
Expects consolidation in cybersecurity and views the current environment as more like 1996 than a 1999/2000 bubble.