Asking about buying opportunities in recent pullback
Host
Dan Ives
Hyperscale names like Oracle and Meta are golden buying opportunities for next 2-4 years in AI revolution
Questioning what happens if another 10% pullback occurs
Host
Dan Ives
Forecasting NASDAQ 25,000-30,000 in next 2-3 years
Asking about NVIDIA earnings and what would confirm confidence
Host
Dan Ives
Expecting demand 20% higher than Street expects next 12-18 months even without China
Questioning if current pullback represents investor misjudgment
Host
Dan Ives
Current pullback is normal and healthy after massive run, only second inning of nine inning game
Asking about long-term economic effects and societal impact of AI investments
Host
Dan Ives
Predicting robotaxis and humanoid robots becoming reality in 4-5 years, massive innovation renaissance
Raising concerns about power constraints for data centers and political pushback on electricity costs
Host
Dan Ives
Power is the only thing stopping AI revolution, will see massive surge in power technology investment