Show notes
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 AI1:34 - Chip factories in Asia3:15 - Warning to bears5:11 - Picking AI stocks7:16 - It's still early for AI9:25 - Palantir11:45 - Circular financing and risks14:48 - Dot-com parallels17:55 - Google 20:23 - Building views on stocks23:37 - Dan's highest conviction picks24:30 - Microsoft and OpenAI 27:18 - Eightco and Worldcoin#podcast #investing #markets #macro #stocks #bitcoin #fed