Asks about the 'ratepayer protection plan' for hyperscalers and its impact on stock prices.
Nicole
Dan Ives
Says it's a positive move. Hyperscalers need to pay their own bill to avoid becoming a target in communities and to enable the AI buildout.
Asks about Apple's new products, AI, and his $350 price target.
Nicole
Dan Ives
Bullish on Apple. Sees $350 within a year. Strong iPhone cycle, AI story coming. Consumer AI revolution worth $7500 per share.
Asks why he's so bullish on CrowdStrike with a $550 target.
Nicole
Dan Ives
CrowdStrike is the best cybersecurity play for AI monetization. Anthropic event started bottoming process for software.
Asks about stress from Iran conflict on tech stocks (scale 1-10).
Nicole
Dan Ives
7-8. Adds to risk-off, agita, and nervousness, but investors will look ahead. Sees it as an opportunity, especially for software.
Asks which software names he loves.
Nicole
Dan Ives
Microsoft, CrowdStrike, Palo Alto, Palantir, Salesforce, ServiceNow. Says sector cannot be structurally crushed.
Asks about Tesla - what kind of company and stock price target.
Nicole
Dan Ives
Best physical AI company in the world with Nvidia. $600 base case price target in 12 months.
Asks about MongoDB earnings miss and if it's a buying opportunity.
Nicole
Dan Ives
Stays bullish. Doesn't downgrade for one miss if positioned well for AI. Sees mid-$300s.
Asks him to describe the year ahead in the AI revolution.
Nicole
Dan Ives
Year where monetization has to and will happen for hyperscalers and software. Inflection year for AI.
Confirms his view: 'Has to happen. Will happen.'
Nicole
Dan Ives
Affirms. US ahead of China in tech for first time in 30 years. Secular bull market continues to be led by tech.