Dan Ives
speaker
601 appearances
28 recordings
7 series
first heard Dec 2024
last heard 24 Jun
Dan Ives’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 26 in all, peaking in Jun 2026 with 12.
Appearances
Bloomberg News Now · Crude Falls on Iran Progress, Trump Scraps Housing Bill Signing · 24 Jun 2026
podcast
Right now, demand-supply caught 12, 15 to 1.
which in my view just continues to believe like the chip trade is what you continue to own.
We're in the window where capital is there.
Six months from now, that capital might be narrowed.
I think a big reason for some of the sell-off we've seen in tech over the last week is an anticipation of this in terms of a little white-knuckle moment.
But it comes down to anyone that's owning SpaceX, you're buying it for the Musk factor.
And many that bet against Tesla and Musk going back a decade ago, that was proven historically wrong.
Mathematically, it's very hard to see how you could see SpaceX delivering the same kind of returns as a public company as Tesla did.
But I think what this speaks to is a requirement for investors to have exposure to growth in both the private and the public markets.
I think a big reason for some of the stuff we've seen in tech over the last week is an anticipation of this in terms of little white knuckle moment.
But it comes down to like anyone that's owning SpaceX, you're buying it for the Musk factor.
And many that bet against Tesla and Musk going back a decade ago, that was proven historically wrong.
I think a big reason for some of the stuff we've seen in tech over the last week is an anticipation of this in terms of little, you know, white knuckle moment.
But it comes down to like anyone that's owning SpaceX, you're buying it for the Musk factor.
And many that bet against Tesla and Musk going back a decade ago, that was proven historically wrong.
I think a big reason for some of the stuff we've seen in tech over the last week is an anticipation of this in terms of little, you know, white knuckle moment.
But it comes down to like anyone that's owning SpaceX, you're buying it for the Musk factor.
And many that bet against Tesla and Musk going back a decade ago, that was proven historically wrong.
Look, we're talking about a new category of space.
And I actually view it more as more of an AI data play as much as a space play.
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