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cover of episode Dan Ives: Apple's Make or Break AI Moment

Dan Ives: Apple's Make or Break AI Moment

2025/6/17
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On The Tape
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Dan Ives：作为一名从业25年的分析师，我深知投资者对于如何投资人工智能的困惑。因此，我推出了AI Ives 30 ETF，这支ETF基于我对AI领域的主题和深度研究，囊括了我认为与AI相关的30家公司，旨在为投资者提供一个便捷且动态的投资AI的途径。这支ETF的成分股是动态的，会根据市场变化进行调整，包括芯片、超大规模企业和特定用例公司。我相信这支ETF能够捕捉到我认为是未来最具变革性的主题，并为投资者带来可观的回报。

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Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses his new AI Revolution ETF, which includes 30 companies crucial to the AI sector. Despite skepticism around high valuations, he remains optimistic about AI's transformative potential and the significant investment expected in the coming years. He highlights the dynamic nature of the ETF, reflecting the ever-evolving AI landscape.
  • Launch of Dan Ives Wedbush AI Revolution ETF
  • 30 companies included, focusing on AI's first, second, and third-order effects
  • Bullish outlook despite valuation concerns
  • Expected $2 trillion investment in AI over the next three years

Shownotes Transcript

We welcome back Dan Ives), the Global Head of Technology Research at Wedbush Securities), for his third appearance in three months. Dan discusses his recent visits to the New York Stock Exchange and major calls on tech stocks, especially his bullish stance on Tesla. He introduces his new ETF, the Dan Ives Wedbush AI Revolution ETF, which includes a dynamic list of 30 companies crucial to the AI sector, like Nvidia, Microsoft, and Tesla. Despite skepticism around high valuations and market digestion, Dan remains optimistic about the transformative potential of AI. The podcast also covers the performance and future prospects of major tech players like Oracle, IBM, Meta, and Apple, as well as the potential for AI-driven growth in the tech sector. Dan highlights the importance of staying adaptable and responsive in the ever-evolving market landscape, offering insights into how his ETF reflects this approach. —FOLLOW USYouTube: @RiskReversalMedia)Instagram: @riskreversalmedia)Twitter: @RiskReversal)LinkedIn: RiskReversal Media)