Dan Ives

It's a knee-chopper, right?

You know how many people I know, investors, where they didn't own Amazon, Tesla, Nvidia, because they're focused on earnings over the next one, two years.

The transformational tech stocks you need to be looking at in the next three to five years.

If you focus just on that, you've missed every transformational tech stock the last 20 years.

I just think right now software is a generational-like opportunity in terms of the sell-off.

From Salesforce to what I view with Microsoft, Oracle.

Look, I think what's happened in cybersecurity, CrowdStrike, Palo Alto, it's...

it's really something where it's head-scratching and it's dislocated from fundamentalism where if you think that Claude or Anthropic or different tools are gonna unseat Palo Alto or CrowdStrike or Zscaler, I'll take that bet.

I'll take the opposite side.

It's possible again.

I mean, like, look, like I wasn't expecting Palm to be like the Carson, Jimmy Kimmel.

But again, maybe look, I think actually you like like this.

This could actually be like maybe like a bullish sign in terms of maybe we hit a low here.

Yeah, I definitely think that we're at somewhere near a low.

But it's rooted in data.

It keeps coming down to like, that's why I travel.

So that's why we spend some, we live and breathe and eat it.

And I get like the optimist and like being viewed as permeable and whatever, but the reality is it's based on data.

Like it's based on like the work that I do.

And I always say like the bears, when they're in hibernation mode, they can't see AI in the spreadsheets.