Questions about AI bubble context and spending, specifically asking about Apple's position in AI tailwinds and Tesla's crosswinds
Scott
Dan Ives
Tech bull market has two more years ahead in AI supercycle of CapEx, with big tech having trillion-dollar balance sheets and $300-400B annual free cash flow
Dan Ives
Meta is right to focus on future 2-5 years despite near-term earnings impact, Pound Tier could be trillion dollar market cap in next 2-3 years
Dan Ives
Apple will strike deal with Google Gemini AI engine - matter of when not if - could add $75-100 to Apple stock and be biggest surprise in 2026
Dan Ives
Cisco has massive install base and made acquisitions but needs to prove execution, likely more acquisitions in next 12-18 months
Dan Ives
Tesla entering best growth chapter ever with autonomy and robotics, could reach $2-3 trillion, Elon Musk pay package justified for value creation