Dan Ives

I think they were stunning numbers.

And if you look, especially data center demand, 75% growth.

Look, I think there's a stock that's up 3% to 5% today.

Like I've said, I think tech stocks are going to have another 20% year up.

And this is just early days of what's going to be, I think, a bull cycle that continues to play out.

We're going to be going through a massive innovation renaissance in this country that we haven't seen maybe going back to post-World War II.

You're wrong.

What do you think?

I mean, first, I didn't realize it was Johnny Carson Pomp here.

This is actually... It's kind of fun, right?

It's kind of fun.

I like it.

Yeah.

I mean, I'm not as fashionable as you.

I like, like... Look, um...

In my view, this is, it's year three of an eight to 10 year build out in AI.

To some extent, if you look at earnings, the CapEx numbers, 650 to 700 billion for this year, it further validates our view that this is gonna be a fourth industrial revolution.

Now in terms of what's going on here, the view that software's on the outside, it's a structurally dead sector, I think in my opinion, in my career, I think it's the most misguided, disconnected call that I've ever seen in tech.

Because ultimately, Salesforce, ServiceNow, Oracle, Microsoft, they're going to be the hearts and lungs of the AI revolution.

And the use cases, are they happening today outside of Palantir?