Dan Ives
๐ค SpeakerAppearances Over Time
Podcast Appearances
And it's just, it's the reality, right?
But it's what makes a market.
And that creates just more opportunities to own the winners.
It speaks to when you go through environments like this and you go through the dislocation,
I think it just speaks more and more to just the emotional bull bear debate in terms of AI revolution.
But talk to any company in the world, 60 to 70% of IT budgets right now are influenced by AI.
And I'd say 98% of those companies are basically rooted in the US.
Supply chain, obviously, you know, in Asia and we're bullish in names like Alibaba and others, but it's an exciting time to be an investor in US tech stocks.
Yeah, so if you want danivesclothing.com, you could do that.
And again, this is our Sports Shack.
And look, my whole goal is like, look, it's just having fun with it, right?
I think too many people in this role take themselves way too seriously.
So just have some fun and fashion and...
you know, enjoy it.
And look, I think Palm next year could be wearing like maybe like a pink sports shot.
I could potentially see it.
So you never know.
Maybe a Bitcoin's 150, you're wearing a pink sports jacket.
Probably if it's 10K, it's more like it.
All right, Dan Ives, everyone.