Questions why market isn't giving credit to companies recommitting to AI trade despite strong earnings
Host
Dan Ives
Nvidia had masterpiece quarter, AI bubble concerns invalidated, believes we're in third inning of AI game with tech bull market having another two years left
Questions if everyone can have equal confidence in Nvidia's customers and when payback clarity will come
Host
Dan Ives
Only 3% of US companies, 0% in Europe, minimal in Asia ex-China have adopted AI, demand exceeds supply 12:1 for Nvidia chips
Questions if AI infrastructure build-out could be bear case for companies like Meta and Microsoft on spending treadmill
Host
Dan Ives
Use cases exploding with Palantir, MongoDB, Snowflake showing real adoption, Meta and Alphabet are table pounders for next 12-18 months
Notes Alphabet's revaluation and sponsorship surge despite previous skepticism
Host
Dan Ives
Alphabet now on offensive with Gemini, expects Apple to do Google Gemini deal, sees continued rerating with $400 bull case
Questions Apple's participation in AI arms race given limited spending
Host
Dan Ives
Consumer AI revolution will go through Apple with 2.4B iOS devices, DOJ clearance enables Gemini partnership worth $75 per Apple share