Dan Ives

The reality is that Huawei, China, they'll narrow the gap a bit,

But U.S.

is years ahead of everyone else in the world when it comes to tech.

And that's why in my view, you want to invest in U.S.

tech stocks now.

So I don't, like days like, if I look over the last week, the amount of panic and white knuckles that we see is very high.

But for someone like myself, I view that more as opportunities because I see where the demand is.

You have 3% of U.S.

companies that have gone down the AI path.

You have more data centers under construction today than active data centers.

Europe, Middle East just started, and Asia, Ex-China, less than 1%.

So I'll take that bet, as well as also it's the multiplier.

For every dollar spent on a video chip, it's an $8 to $10 multiplier across the rest of tech.

And that speaks to my view like,

to call this a bubble, to say that this is one where, you know, this is the end of the road.

It's the opposite.

This is not, like I've said, this is not like a 1999, 2000 moment.

It's a 1996 type moment relative to where we are in the cycle.

I mean, look, I think like this is I'll argue that it's actually spreading because financials, health care, industrials, the ripple effect from tech is going to be brought around the whole market.

So you could argue like S&P is going to be up same or you could argue maybe even it's higher to some extent relative to the ripple effect.