AI Could Lead to US 'Innovation Renaissance,' Says Ives

ndx

We're going to be with our men now in 2,500. That's like 30 to 10. next two to three years Based on AI revolution thesis, Street underestimating numbers by 20-30%, CapEx supercycle playing out, and view that this is only second inning of nine inning game

44 calls

slightly better than random

11/13/2025 11:36:10 PM	medium term up	20 days later	+2.29%	+2.29%
11/12/2025 9:27:11 PM	medium term up	20 days later	+2.45%	+2.45%
11/10/2025 2:22:11 PM	short term sharp up	6 days later	-2.87%	-4.31%
10/31/2025 9:00:30 PM	medium term sharp up	21 days later	-4.23%	-6.35%
10/31/2025 4:13:09 PM	medium term up	21 days later	-4.23%	-4.23%
10/30/2025 11:32:34 PM	short term up	5 days later	-0.92%	-0.92%
10/25/2025 1:22:22 AM	short term sharp up	7 days later	+0.59%	+0.88%
10/22/2025 11:09:52 PM	medium term up	20 days later	+1.67%	+1.67%
10/8/2025 11:35:49 PM	medium term sharp up	20 days later	+4.07%	+6.11%
10/6/2025 11:09:07 PM	long term sharp up	62 days later	+3.17%	+4.76%
9/19/2025 2:28:50 PM	short term up	7 days later	-0.60%	-0.60%
9/9/2025 7:44:26 PM	medium term up	20 days later	+3.48%	+3.48%
9/4/2025 11:08:31 PM	short term up	5 days later	+0.83%	+0.83%
9/3/2025 10:59:36 PM	short term sharp up	5 days later	+0.88%	+1.31%
8/28/2025 6:59:01 PM	medium term up	20 days later	+4.44%	+4.44%
8/28/2025 2:34:24 PM	short term up	5 days later	-+0.00%	-+0.00%
8/28/2025 2:19:58 PM	medium term up	20 days later	+4.44%	+4.44%
8/18/2025 11:44:31 PM	medium term up	20 days later	+1.61%	+1.61%
8/1/2025 6:56:57 PM	medium term up	21 days later	+1.02%	+1.02%
7/25/2025 10:00:50 PM	medium term sharp up	21 days later	+1.53%	+2.30%
7/23/2025 10:46:08 PM	medium term sharp up	20 days later	+2.71%	+4.06%
7/14/2025 2:41:04 PM	medium term up	20 days later	+1.33%	+1.33%

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