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Dan Ives on AI · ViralLoop

Post by Dan Ives on X

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

1.2K likes192 repliesPosted Apr 15, 2025

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

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

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Why it worked

Short enough to read in full without expanding, which removes a step before the point lands.

The mechanics

Hook: Plain observation
Structure: Hook → Landing
Style: Conversational paragraphs at a steady pace.
Tone: plain, matter-of-fact
Written for: People building with AI

Analysis by ViralLoop — not written by the original author.

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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🐂🏆

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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 🔥🏆🐂