Dan Ives

@DivesTech on X

Writes about AI. 79% of posts open with an observation. A typical post reaches 846 likes.

Remix their style

Posts: 14
Likes: 13K
Typical: 846
Best: 2.1K

What they write about

AI: 86%

How they open

observation: 79%
number: 21%

Every post of theirs in the library

Dan Ives@DivesTech

Heading into 2026 this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026...as the AI chapter takes hold at TSLA🍿🔥🏆🐂 @elonmusk

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Dan Ives@DivesTech

We expect more innovation in AI/LLM model costs to come down..However, saying DeepSeek was built for $6 million with no Nvidia next generation hardware is likely a fictional story that is at the heart of this debate and drove a massive tech-sell off. Street reaction got in wrong

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Dan Ives@DivesTech

Massive beat and raise Nvidia. $3 billion Jan guidance raise well above whisper (~$1.8 billion) and commentary in PR shows this AI Revolution still in early innings. Major validation moment from the Godfather of AI Jensen and Nvidia. Conf call will be key re:China, demand 🐂🔥

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Dan Ives@DivesTech

Most bullish Nvidia call given Blackwell and Rubin demand off the charts and a $500 billion backlog (and building quickly) into FY26. Anyone saying AI Bubble is not listening to this call/seeing the numbers of trillions of more demand per Jensen coming down the road. 🔥🏆🐂🍿🎯

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Dan Ives@DivesTech

The Messi of AI Palantir delivered a masterpiece with total revenues came in at $725.5 million well above both the Street’s $705.1 million estimate while its US commercial business grew a staggering 54% y/y above the company’s guidance range of 47%+. Robust 4Q guide. 🔥🏆🐂🍿

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Dan Ives@DivesTech

The Nvidia China restriction news that just hit will put pressure on shares and it’s a concern…BUT this is all part of the high game of poker going on between US and China. One of the biggest assets the US has is Nvidia..there is one chip in the world building the AI Revolution

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Dan Ives@DivesTech

Tariff and market thoughts post Lutnick interview/comments this am. Worst case scenario taken off the table for Big Tech and tech stocks should be strong in our view …BUT more semi/tech tariffs and uncertainty abound in very confusing back and forth narrative 👇

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Dan Ives@DivesTech

Thoughts on Nvidia H20 China restriction..get used to this news flow in US/China tariff battle but it’s a game of high stakes poker and need to buckle seat belt. Look past the chaos. Nvidia the only AI chip in the world..demand not the issue 👇

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Dan Ives@DivesTech

Raising price target on Apple to $270 reflecting incremental confidence in the India supply chain situation that could now take the worst case scenario off the table for iPhone tariffs...and this has been a core Street fear over the last month. China demand improving..key 🍎🍏🐂

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Dan Ives@DivesTech

The Godfather of AI Jensen and Nvidia surpassing Microsoft in the race to $4 trillion market cap along with Apple is front and center for the tech world in this 1995 Moment. As we said: this is just 9 pm in the AI Party that lasts till 4 am for the tech world 🔥🏆🕺💎🐂🍿🚀🍾

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Dan Ives@DivesTech

This is a Capex supercycle for tech fueling the AI Revolution. If ur focused on what this does to FCF and earnings ur missing the big picture. Year 3 of a 8-10 year AI buildout. A true 4th Industrial Revolution but the bears in hibernation mode in their caves will miss it 🔥🏆🐂

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Dan Ives@DivesTech

These will be big shoes to fill and the timing of Cook exiting stage left as CEO could make sense but also creates questions. Apple is making a major transition on its AI strategy and longtime CEO and legendary Cook leaving now is a surprise. We agree with Ternus as the pick

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Dan Ives@DivesTech

We believe bears/long time Apple naysayers that have missed the last $1 trillion+ upward move in mkt cap for 🍎 have miscalculated 3 important dynamics of the Apple story: 1. Installed base and pent up demand, 2. Services valuation/growth, 3. AI driver into 2025 @SquawkStreet 🐂

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Dan Ives@DivesTech

A day after SK Hynik overtook Samsung as South Korea's most valuable listed company and the KOSPI hit its historic 9K record, today the tech heavy index is down ~10%. Clearly this will cause selling pressure for US tech stocks. We remain firmly bullish to own AI tech winners🐂🏆

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