Creator Profile
YouTube | Stock
27,400 followers
Visit creator profileReturn Since March 15, 2026
Recent Posts
June 2, 2026
Dan Ives discusses the shift in the AI market, moving away from the "AI ghost trade" to focus on companies monetizing AI. He highlights Snowflake and Palantir as key players in the data layer, contrasting them with companies like Salesforce, Oracle, and Adobe that face pressure to demonstrate AI monetization. Cybersecurity stocks like CrowdStrike and Palo Alto are seen as winners, while Zscaler is placed in the losers bracket.
June 1, 2026
Tom Lee, head of research at Fundstrat, predicts significant stock market gains driven by AI, economic growth, and energy independence. He anticipates potential turbulence until December but remains generally bullish, expecting major gains in the next two years after 2026, fueled by AI exports, capital reallocation, and demographic tailwinds. The S&P 500 earnings are strong, supporting stock recovery despite potential near-term challenges.
May 31, 2026
Dan Ives believes the AI revolution is only 10% complete, comparing it to 1996 rather than the dot-com bubble. He highlights continued heavy spending by companies on AI and discusses the potential for significant free cash flow generation in the coming years. The video mentions several companies involved in AI, including those in data, servers, and cybersecurity, suggesting a long-term bullish outlook for the sector.
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 6/2/2026
NICE Ltd. (NICE) is a primary buy recommendation due to its critical role in customer service infrastructure, strong competitive moat, and strategic integration of AI, positioning it to benefit from growing demand for AI-powered engagement solutions.
Analysis from 6/2/2026
Mentioned 6/2/2026
Mentioned 6/2/2026
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