Dan Ives

And I think to that point, he right away, and again, having Musk at his side is very important too, because some of that rhetoric now has been toned down to where you'll have tariffs. But in terms of impacting the chip trade, AI revolution, Apple, Tesla, it's not going to happen. And the deregulation is a huge problem. Because now you look at, like, from FTC...

And I think to that point, he right away, and again, having Musk at his side is very important too, because some of that rhetoric now has been toned down to where you'll have tariffs. But in terms of impacting the chip trade, AI revolution, Apple, Tesla, it's not going to happen. And the deregulation is a huge problem. Because now you look at, like, from FTC...

And I think to that point, he right away, and again, having Musk at his side is very important too, because some of that rhetoric now has been toned down to where you'll have tariffs. But in terms of impacting the chip trade, AI revolution, Apple, Tesla, it's not going to happen. And the deregulation is a huge problem. Because now you look at, like, from FTC...

to what we're seeing in terms of, you know, I think across the belt.

to what we're seeing in terms of, you know, I think across the belt.

to what we're seeing in terms of, you know, I think across the belt.

And as we are autonomous. Right.

And as we are autonomous. Right.

And as we are autonomous. Right.

And today, I think in Switzerland, they just actually said, they actually approved autonomous right now. So we're going to not be in Norway and Scandinavia in a few weeks. The point is, you're now going to see around the world autonomous. And I can argue that that continues to be probably the best use case of AI for Tesla. I think autonomous is worth a trillion dollars alone.

And today, I think in Switzerland, they just actually said, they actually approved autonomous right now. So we're going to not be in Norway and Scandinavia in a few weeks. The point is, you're now going to see around the world autonomous. And I can argue that that continues to be probably the best use case of AI for Tesla. I think autonomous is worth a trillion dollars alone.

And today, I think in Switzerland, they just actually said, they actually approved autonomous right now. So we're going to not be in Norway and Scandinavia in a few weeks. The point is, you're now going to see around the world autonomous. And I can argue that that continues to be probably the best use case of AI for Tesla. I think autonomous is worth a trillion dollars alone.

Where are the bears?

Where are the bears?

Where are the bears?

The problem is because the bears are wearing their fleece and their sleeves. Full body suits. They can't find AI in the spreadsheet. And I think it just comes down to what's going to happen more and more in tech. you're going to see across all different subsectors, street still massively underestimating what I believe AI is going to do to the fundamentals.

The problem is because the bears are wearing their fleece and their sleeves. Full body suits. They can't find AI in the spreadsheet. And I think it just comes down to what's going to happen more and more in tech. you're going to see across all different subsectors, street still massively underestimating what I believe AI is going to do to the fundamentals.

The problem is because the bears are wearing their fleece and their sleeves. Full body suits. They can't find AI in the spreadsheet. And I think it just comes down to what's going to happen more and more in tech. you're going to see across all different subsectors, street still massively underestimating what I believe AI is going to do to the fundamentals.

And there, I don't expect that 4 a.m. it's a crash in the party. Because now it's like, you're not, the leverage is not in the system. You have six trillion of money still in money markets.

And there, I don't expect that 4 a.m. it's a crash in the party. Because now it's like, you're not, the leverage is not in the system. You have six trillion of money still in money markets.