Wedbush’s Dan Ives reveals why he’s still bullish on AI despite tech being the worst-performing sector this year, which names he’s buying, and why Microsoft could be a generational opportunity.
00:00 Introduction
00:19 AI trade under pressure
01:30 Staying bullish on AI
02:41 Key risks to the rally
03:44 Software stocks selloff
05:16 Buying opportunity or pause
06:04 Big Tech and capex fears
07:02 Best Mag Seven dip
07:40 Navigating tech volatility
08:46 Nasdaq upside outlook
09:16 Rapid fire picks
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