Questions Dan Ives' bullish tech stance given monetary policy concerns and AI valuation frothiness
Host
Dan Ives
Sees tech bull market continuing for 2+ years, current nervousness as short-sighted, and selloffs as golden buying opportunities
Questions when CapEx scrutiny should increase until profitability matches spending
Host
Dan Ives
Every dollar of CapEx generates $8-10 return over coming years, building new economy infrastructure
Asks about Oracle's September gap and 200-day moving average breach
Host
Dan Ives
Oracle selloff is golden buying opportunity, company undergoing massive AI renaissance
Extends view to Tesla as worst performing Mag7 stock
Host
Dan Ives
Tesla most compelling name, sees $2-3 trillion market cap from autonomous/robotics leadership
Questions if all big players will be winners
Host
Dan Ives
Focus on second/third/fourth derivative software plays, $8-10 multiplier effect from Nvidia spending
Confirms view that all hyperscalers spending big are winners
Host
Dan Ives
Not spending would be negative signal, this is 1996 moment not 2000 bubble
Asks for demarcation between profitable vs speculative names
Host
Dan Ives
Must be selective based on demand cracks, ROI evidence, and use case validation