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Dan Ives on AI · ViralLoop

Post by Dan Ives on X

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 🔥🏆🕺💎🐂🍿🚀🍾

576 likes40 repliesPosted Jun 18, 2024

View the original on X Written by Dan Ives. Captured Sep 4, 2026.

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Viral score

Based on absolute engagement — the platform doesn’t expose follower counts here, so large accounts score higher.

From likes, comments.

Why it worked

Uses concrete numbers instead of vague claims, which makes it credible and quotable.
Written from experience rather than as advice, which is harder to argue with.
Short enough to read in full without expanding, which removes a step before the point lands.

The mechanics

Hook: Plain observation
Structure: Hook
Style: Conversational paragraphs at a steady pace.
Tone: corporate
Mechanisms: Specificity
Written for: People building with AI

Analysis by ViralLoop — not written by the original author.

Topics

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It’s patently absurd that Apple isn’t smart enough to make their own AI, yet is somehow capable of ensuring that OpenAI will protect your security & privacy! Apple has no clue what’s actually going on once they hand your data over to OpenAI. They’re selling you down the river.

More from Dan Ives

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🐂🏆

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

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

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. 🔥🏆🐂🍿🎯

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 🐂🔥

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 🔥🏆🐂