It's 10:30 p.m. in the AI party started at 9 p.m., party goes to 4 a.m. Bears in hibernation mode have missed every transformational tech stock in the last 20 years, focused only on one year valuation, they will miss it again. This is the fourth industrial revolution that we are in, and this tech earnings season has actually validated and exceeded the hype relative to the spending. To me, it's like two to three more years in this tech bull market.

This is much more of a 1996 moment than a 1999-2000 bubble moment. I think we're looking at the Nasdaq hitting 25,000 to 30,000 in two to three years. I think we're going to be looking at tech stocks up 25% in the next few years, with some names up a lot more. Investors are underestimating the scale and scope of the AI revolution.

There's more tech spending in the next two years than we had in the last decade. This is year three of an 8 to 10 year build-out. Under this administration, the next three years are a Goldilocks scenario for big tech.

Google could have 40-50% upside over the next year, especially with the DOJ case win and potential AI partnership with Apple which could drive Apple's stock from $300 to $400. Meta is an AI arms race with strong cash flow and a wartime CEO in Zuckerberg. Nvidia will benefit from trade negotiations with China, setting a green path for chip sales fueling the AI revolution. Tesla is becoming more of an AI and robotics play.

OpenAI is the golden child in the AI build out with smart strategy building the AI stack with Nvidia, AMD, Oracle and others.