About this episode
Dan Ives is the leading analyst in the world for technology stocks and he manages the IVES Wedbush AI Revolution ETF. He joined Phil Rosen to discuss the demand story driving AI, what Wall Street doesn't understand, visits to chip factories in Asia, specific stock picks he likes now, and why the bears are so wrong on tech.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/TIMESTAMPS: 0:00 - Intro0:25 - 1996 moment for AI 1:34 - Chip factories in Asia 3:15 - Warning to bears 5:11 - Picking AI stocks 7:16 - It's still early for AI 9:25 - Palantir 11:45 - Circular financing and risks 14:48 - Dot-com parallels 17:55 - Google 20:23 - Building views on stocks 23:37 - Dan's highest conviction picks 24:30 - Microsoft and OpenAI 27:18 - Eightco and Worldcoin #podcast #investing #markets #macro #stocks #bitcoin #fed