Ives: The AI revolution is the fourth industrial revolution

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All right, Jensen Wong come as, is that just enough to turn everything around to ease all these valuation concerns, the fact that he sees things getting stronger and stronger?

Host

Dan Ives

But it did look, we've talked about it. I mean, that was a white knuckle moment this past week. I mean, you could say it started off with Pound tier. Those ridiculous numbers and the stock selling off. 10 to 1 is still demand to supply foreign video chips. You talk about for me, and they everything, Jensen, seeing I think we go into weight next week. That video earnings, that's gonna be sort of the Super Bowl here. I mean, I think this is gonna be a tech market that I think rips higher. I think tech stocks are up 8 to 10 percent in to year and wed by.

in video. Let by how it's here. Which is a short earnings. So obviously that's a fact. They have to have strong earnings. I would assume for your thesis to hold. I want to get to valuations for a second, including one of your picks for us, a company that you actually raised the price target on Z-Scaler. You have it at 350 about a 9% up-safeline rate trades right now. It's 4 P.E. 87 times, we're going to show Palantir, too. More than 220 times, Krause Drex another one of your picks, more than 125 times forward times, or 125. for earnings.

Host

Dan Ives

It's forbidden.

These are really elevated valuations, then I don't care what's going on with AI. Is it just not a concern to you personally? Look.

Host

Dan Ives

And then you've thought about over the years, if you look just at one year valuation or to your valuation, you missed every transmission with TechSock. to last 20 years. It's my view. In AI Reveal, a fourth industrial revolution, you look at next three, four years. 3-4 trillion. that's going to be spent. I mean, more money is going to be spent next three, four years than the last 10, 12 years combined. So when I look at a name like Z-scale or names like CrowdStrike in terms of cybersecurity, you're not getting really what I view as even an AI multiple. for what could be an incremental 30, 40% revenue of the total company tail over the coming years. That's my view in terms of how you have to look at it. And that's what we're talking about. And that's what we're talking about. Trillion dollar market next to three years. All right, I want to go to Z-Skeller very quickly because that's one of the companies like you're really focused on right now. Again, raising the price target.

zero trust player so zero trust a big thing right now especially with the eye if you talk to anybody in service security but they're facing a lot of competition not only from parallel to that's beefed up with acquisitions but also crowds right this made a number of acquisitions platforming. That's the big thing. Is their platform big enough to maintain their customer basis. We see really, I weasels were a lot of bifurcation and cybersecurity from the bigger players to the more specific players. It seems like companies are gravitating towards the bigger players. Look, it's not a zero-sum game. I mean, as you, when I look at Z-scaler,

Host

Dan Ives

They're expanding their solutions at a pace. That's really unrivaled. And I think when you think about the second, third, fourth derivatives of AI, cybersecurity's front and center, is so if you look where they play, I think they're in the sweet spot. So to my point is that as you go into earnings in the next, you know, call two, three, four quers. Investors are underestimating what the Z-scalor move looks like. But I'd say the same thing for Palat, the same thing for crouch. I mean, those are three names on the Ives AI 30. All right, this morning it's easy to be bullish. You're always bullish, but it's easy to be bullish on everything. Because everything's moving higher. A number of earnings coming out this week. Cisco apply materials, Sony.

poor weed.

Host

Is there one of those that has the potential to have the big market impact upside or downside like we saw from Palantir?

Host

Dan Ives

Corriev. I mean, put in a restrict around that. And I think you could also say it's Cisco into some of the things that they're seeing in AI. Look, I think. despite what we saw last week. It comes down to like this is a bull market. I think it has two years left. because in my view is that investors, they're under our name in the second, third, fourth, the derivatives. You look at core weave, you look at nebias, you look what I believe is actually now set in the scene, but it all starts, Godfather of AI, Juntson and video, next week.

That's going to be, I think, a seminal moment to move text talks higher. All right, so just hypothetically, Cory isn't as good as expected or if it's pretty good and it sells off. What does that mean for the rest of this week in tech? Or at least until we get to those in video. Yeah, look, look, look, look at meta. I mean, meta sold off and, you know, obviously, the haters came out, bears came out of hibernation mode, but why? I mean, groups that they're expanding cap X. And that's what you want to see. So I think sometimes the reactions to stocks, it sends a signal where you think sounds wrong, but if you actually think about the thesis that's playing out, in terms of, you know, this AI revolution, I think in these week books, everything we've seen on Cory Weave, I think the infrastructure players are going to continue to be the extremely bullish. We've talked about it. In the AI party, it's started nine PM. It's now 10 30 PM. It's 10 30 minutes. It's 10 30 minutes. Okay. And the party goes to 4 AM.

Host

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