Dan Ives

No.

Six months, nine months, 12 months, 18, that's where it's going to happen.

So I think what you're seeing here is essentially a deep-seek movement.

And I think tech stocks are going to be up.

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.

Look, haters hate, right?

I mean, like I've seen in my whole career, right?

Like they always are trying to wait for there's another bubble moment, there's another dot-com, there's another financial crisis.

I think all the reality is like to say this is a bubble from the 30th floor of a New York City office building or Metro North, it's easy to say that.

The reality is that someone that spends so much time in Asia, sees it upfront, sees demand to supply 12 to one for Nvidia chips is the exact opposite.

And so much of my career, I'll be in Taiwan in a fab, 18 hours a day watching them build.

And then all of a sudden, you land in New York airport, there's a fistfight at Dunkin' Donuts.

And you're like, there's a reason why US is so far behind.

Now, for the first time in 30 years, the U.S.

is ahead of China when it comes to tech.

There's one chip in the world fueling the AI revolution.

It's led by Godfather of AI, Jensen.

You look at the hyperscalers, you look what Palantir's done, Mongo's done.