Dan Ives

They're looking through the party through the window.

But what I believe they're going to do now, once Google won that DOJ suit, that clears the road for them to do a significant Gemini partnership where ultimately the consumer AI revolution goes through Cupertino.

Look, in my opinion, it's a table pounder when that stock sold off yesterday.

Because my whole view is this is an AI arms race.

You want companies to spend.

Now, look, free cash flow earnings obviously gets hit.

But the reality is, is that this is a fourth industrial revolution.

And you want all these companies, from Microsoft to Google to Meta to what we see with Amazon.

But guess what?

They're fueling the AI revolution.

That's obviously bullish for Nvidia, AMD, and others.

I love what Meta's doing.

I think it's a four-digit stock.

And I think what you're seeing now, it's spreading.

Look at Amazon.

Finally, Jassy's saying, don't forget about us.

It just shows.

And Street continues to underestimate the scope and scale of this fourth industrial revolution.

For the last few years, right, if you look at the top of that mountain, it's Microsoft and Adela.

And then, of course, Google, what they've been done with GCP.