Dan Ives

Apple will be Google in 2026.

This is still what I view as the third inning of a nine-inning game in AI build-out.

I think investors are underestimating the scale and scope.

yeah i mean look i focus more like with tae i remember their backers because i know them from a fusion perspective google chevron google and chevron have been their two major recent players yeah i mean goal you know goldman some others look i think when it comes to nuclear fusion

What, that's 25 plus years in terms of the Maxwell winners, the Nobel winners that they've had here.

So I've always viewed this is going to be, there's a winner in the U.S.

and global nuclear fusion.

It's TAE.

So I think that's the centerpiece of this whole deal.

It's much more about TAE, in my view, than in terms on the Trump angle.

That's actually the political back end.

That's what it's all about.

I mean, I think, you know, me and you have talked about this on the show.

This isn't arms race versus China.

I mean, everything they're focused on is going to 2030, how they fuel AI arms race.

Technology, U.S.

is way ahead of China.

because of Nvidia, because of Microsoft, because of Palantir and others.

Energies are scarce.

Like I've always said, like energy is going to be the big scarcity.