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Dan Ives on AI · ViralLoop

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Post by Dan Ives on X

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. 🔥🏆🐂🍿🎯

1.3K likes94 repliesPosted Nov 19, 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.

From likes, comments.

Why it worked

Uses concrete numbers instead of vague claims, which makes it credible and quotable.
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
Mechanisms: Specificity
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🐂🏆

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

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 🔥🏆🐂

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 🍎🍏🐂