Introduces Colin Rogers, portfolio manager of Ives ETF, noting tech picks have outperformed broader market since inception.
Nicole
Colin Rogers
AI narrative is everywhere; names have had pullbacks but keep coming back. Launched at opportune moment.
Asks about what drives AI growth and outlook for 2026.
Nicole
Colin Rogers
2026 marks entry into age of monetization. High capex continues but applications will root into enterprise operations. Road to monetization will be quick. Big things will happen in 2026; it will be a good year.
Asks about key AI categories being followed.
Nicole
Colin Rogers
Six pillars: cybersecurity, hyperscalers, consumer internet, autonomous robotics, chips, software. ETF can pivot as AI ecosystem evolves; verticals and adjacent industries will pop up over next three years.
Asks about price targets for Nvidia, Palantir.
Nicole
Colin Rogers
Dan Ives is incredibly bullish across the board. Price targets are high and will remain high until companies can't generate profits from capex.
Asks about IPOs in tech space and headwinds/tailwinds.
Nicole
Colin Rogers
Many companies staying private due to capital access; will revert. Major private players will enter public fold in next couple years. Tailwinds will overpower headwinds. AI will become bigger part of lives and enterprise backbone over next 5-10 years.