Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities breaks down the setup behind tech’s next leg higher and the AI stocks he’s moving into now.
00:00:00 – Dan Ives Intro
00:00:15 – AI Prove‑It Quarter
00:01:09 – Early Innings of AI
00:01:55 – New Money in Tech
00:02:56 – Beyond the Meg Seven
00:03:34 – Risks in the AI Trade
00:04:27 – Oil & Macro Impact
00:05:37 – What Could Break AI
00:06:26 – Fully Valued Tech Names
00:07:25 – Retail Timing in AI
00:07:54 – Audience Q&A
00:11:13 – Rapid Fire: This or That
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