Dan Ives, Managing Director And Senior Equity Research Analyst, Wedbush Securities breaks down why this tech sell‑off may be the bottom — and where investors should look for opportunity as AI spending accelerates.
00:00 Introduction.
00:15 Tech Bull Case vs. Geopolitical Tensions
00:38 AI Trade and Conflict Impact
03:02 Anthropic Controversy and AI Risks
04:33 Software Selloff Mispricing
05:46 Software Opportunity in Tech
06:45 Has Tech Bottomed?
08:04 What Revives the Software Trade
09:19 Top Tech Stocks in a Volatile Market
11:55 What Could Break the Tech Bull Case
13:00 Rapid Fire: This or That
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