Asks if Asia trip revealed anything concerning given Ives' optimistic track record.
speaker1
Dan Ives
Comes away incrementally more bullish due to accelerated demand in Taiwan chip supply chain with no cracks in AI build-out.
Sees this as bullish for hardware players, hyperscalers (Microsoft, Google, Amazon), and software trade where ripple effect will be. Calls it a bright green light going into earnings season.
Asks about energy supply shock impact on semiconductor production in Asia.
speaker1
Dan Ives
Sees no immediate supply concerns for next few months, with about 6-8 weeks of reserves, describing situation as calm and not fearful.
Believes it would take months of continued issues to create panic situation, doesn't expect supply cracks during earnings season.
Confirms they have raw materials and power for weeks to come.
speaker1
Dan Ives
Extends timeline to three months before potential panic situation.
Not calling it Goldilocks but doesn't expect issues during earnings season.
Asks which companies he's watching most in earnings season.
speaker1
Dan Ives
Focuses on software as most disconnected sell-off, expects huge rebound, watching Microsoft, Amazon, Palantir, ServiceNow.
Sees hardware success now translating to hyperscaler and software monetization. Believes AI cycle is only in third inning.