Dan Ives
speaker
334 appearances
1 recordings
1 series
first heard Jul 2026
last heard 27 Jul
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 — 1 in all, peaking in Jul 2026 with 1.
Appearances
And it's very easy for investors to get caught up in narratives.
And I think that's some of the danger too in a market like this.
Totally.
But I think it's scary, especially me and you, obviously, being on social media and we see it.
It's very easy to get scared into certain narratives or what Nvidia does eight hours after they report a quarter.
So I think it's one where you have to follow the breadcrumbs.
You got to look at CapEx,
what demand looks like in terms of, you know, from the chip and the memory players and obviously NVIDIA, and what, like if you listen to other conference calls, I'm not just saying tech, I'm saying like just across the board, this, there's no debate.
Like this is something where companies, whether it's financials, healthcare, you see it yourself in terms of what you're building, the transformative nature of it.
And I think it's one, like, and even when it comes to physical AI in terms of the future, will there be stocks that get ahead of themselves in the near term?
Will there be a lot of volatility?
Of course.
You're going through probably the biggest transformation we've seen in over, you know, you could argue like 100 years.
But I just think that's exciting.
But you have to focus on your North Star.
And I think that's the important part.
Yeah, so YorkvilleIves.com.
All my stuff's on in terms of contacting me.
And look, we're just so excited to just be doing it.
It's such an exciting time.
Showing 301–320 of 334 · page 16 of 17
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