Dan Ives
👤 SpeakerAppearances Over Time
Podcast Appearances
eight to ten dollar multiplier across the rest of tech right now you're starting to see some of that in terms of software infrastructure and build outs and that's going to be in the second third derivative of a like other companies give us software look if someone said to you a vago right if you get abgo okay look look what that stock's done today okay so it's showing you that you know
eight to ten dollar multiplier across the rest of tech right now you're starting to see some of that in terms of software infrastructure and build outs and that's going to be in the second third derivative of a like other companies give us software look if someone said to you a vago right if you get abgo okay look look what that stock's done today okay so it's showing you that you know
This second, third, fourth derivative, it's not just about Mag7 infrastructure. In terms of the chip ecosystem, in terms of software, names like Salesforce, of course Palantir and others. And then the consumer AI revolution that goes through Apple, which I believe Apple would be the first.
This second, third, fourth derivative, it's not just about Mag7 infrastructure. In terms of the chip ecosystem, in terms of software, names like Salesforce, of course Palantir and others. And then the consumer AI revolution that goes through Apple, which I believe Apple would be the first.
This second, third, fourth derivative, it's not just about Mag7 infrastructure. In terms of the chip ecosystem, in terms of software, names like Salesforce, of course Palantir and others. And then the consumer AI revolution that goes through Apple, which I believe Apple would be the first.
Exactly, so that's the first step to ultimately what's going to be hundreds of apps.
Exactly, so that's the first step to ultimately what's going to be hundreds of apps.
Exactly, so that's the first step to ultimately what's going to be hundreds of apps.
that are built on an Apple device that are going to be AI driven.
that are built on an Apple device that are going to be AI driven.
that are built on an Apple device that are going to be AI driven.
In terms of the party, it started off at 9 p.m. in that party, and now it's 10 p.m. in a party that goes to 4 a.m. Who's invited to this party? Software, Benioff, they were waiting. Their name wasn't on the list. Two weeks ago, without earnings, Velvet Ropes, now they're on the dance floor with Jensen, they're with Musk and others. Software's starting to get invited.
In terms of the party, it started off at 9 p.m. in that party, and now it's 10 p.m. in a party that goes to 4 a.m. Who's invited to this party? Software, Benioff, they were waiting. Their name wasn't on the list. Two weeks ago, without earnings, Velvet Ropes, now they're on the dance floor with Jensen, they're with Musk and others. Software's starting to get invited.
In terms of the party, it started off at 9 p.m. in that party, and now it's 10 p.m. in a party that goes to 4 a.m. Who's invited to this party? Software, Benioff, they were waiting. Their name wasn't on the list. Two weeks ago, without earnings, Velvet Ropes, now they're on the dance floor with Jensen, they're with Musk and others. Software's starting to get invited.
So now we're gonna see more and more tech players get invited to that party, and that's how this broader rally continues to spread. And again, with Trump in the White House, deregulation, finally early Christmas or Hanukkah present, Khan out at the FTC, that means more and more deal making's gonna happen.
So now we're gonna see more and more tech players get invited to that party, and that's how this broader rally continues to spread. And again, with Trump in the White House, deregulation, finally early Christmas or Hanukkah present, Khan out at the FTC, that means more and more deal making's gonna happen.
So now we're gonna see more and more tech players get invited to that party, and that's how this broader rally continues to spread. And again, with Trump in the White House, deregulation, finally early Christmas or Hanukkah present, Khan out at the FTC, that means more and more deal making's gonna happen.
That's why it just continues to be what I view it during the second year of what I view as ultimately a five to six year bull market.
That's why it just continues to be what I view it during the second year of what I view as ultimately a five to six year bull market.
That's why it just continues to be what I view it during the second year of what I view as ultimately a five to six year bull market.