Dan Ives views the SpaceX IPO as a short-term test for tech markets, not a lasting disruption. He is bullish on AI-driven tech, citing tight chip supply and upcoming earnings as catalysts. He sees the AI cycle in the 'third inning' and predicts NASDAQ 30,000 in six months. He downplays US nationalization fears, viewing potential government stakes as selective, not systemic.
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Management Consulting $1.90B
Dan Ives 9.0
Management Consulting $1.90B
Dan Ives 9.0
6/10/2026 3:50:31 PM
ndx
We continue to think NASDAQ 30,000 next six months.
| 5/21/2026 9:51:43 PM | medium term up | 20 days later | -0.12% | -0.12% |
| 5/18/2026 5:26:29 PM | medium term up | 20 days later | +2.07% | +2.07% |
| 5/15/2026 3:58:51 PM | medium term sharp up | 21 days later | +1.45% | +2.17% |
| 5/14/2026 11:54:27 PM | medium term up | 20 days later | +4.40% | +4.40% |
| 3/12/2026 3:19:22 PM | medium term up | 20 days later | -1.37% | -1.37% |
| 3/5/2026 10:00:50 PM | medium term up | 20 days later | -4.29% | -4.29% |
| 2/6/2026 12:08:37 AM | long term up | 60 days later | -0.60% | -0.60% |
| 1/22/2026 2:09:44 PM | short term sharp up | 5 days later | +1.63% | +2.44% |
| 1/22/2026 2:09:15 PM | short term up | 5 days later | +1.63% | +1.63% |
| 1/2/2026 2:40:32 PM | long term up | 60 days later | -2.99% | -2.99% |
| 12/30/2025 6:30:08 PM | short term up | 5 days later | +0.60% | +0.60% |
| 12/23/2025 2:39:40 PM | medium term up | 20 days later | +0.33% | +0.33% |
| 12/23/2025 12:19:37 AM | medium term up | 20 days later | +0.33% | +0.33% |
| 12/19/2025 11:39:30 PM | long term up | 60 days later | -1.76% | -1.76% |
| 12/17/2025 8:51:27 PM | medium term up | 20 days later | +2.54% | +2.54% |
| 12/5/2025 3:46:17 PM | medium term up | 21 days later | -0.40% | -0.40% |
| 12/2/2025 1:42:35 AM | medium term up | 20 days later | -0.07% | -0.07% |
| 11/27/2025 4:00:33 PM | long term up | 60 days later | +1.98% | +1.98% |
| 11/20/2025 11:18:48 PM | medium term up | 20 days later | +5.97% | +5.97% |
| 11/14/2025 6:41:42 PM | medium term up | 21 days later | +3.34% | +3.34% |
| 11/14/2025 4:15:18 PM | long term sharp up | 60 days later | +2.94% | +4.41% |
| 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% |
rut
Focus is entirely on large-cap tech (NASDAQ) and AI. No mention of small caps or Russell 2000, implying a neutral/no view for that segment.
