Source Post

Dan Ives: “This Is Where the Trillions Are Going” (2 High Potential AI Stocks To Buy Right Now)

Dan Ives discusses Tesla's potential to dominate the autonomous market, highlighting its AI capabilities beyond just being a car company. He identifies Tesla and Nvidia as top physical AI plays and outlines key metrics for Tesla's upcoming earnings call, including margins, CapEx, and the ramp-up of robo taxis and Optimus.

Linked Mentions

Tickers discussed in this post

SOUNBullishMedium ConvictionSignal-backedPrimary

SoundHound is a high-risk, high-reward AI play with strong potential in voice AI adoption across industries.

MRVLBullishHigh ConvictionSignal-backedPrimary

Marvell Technology (MRVL) is a high-potential AI stock benefiting from massive data infrastructure demand and custom silicon solutions.

NVDANeutralMedium ConvictionSignal-backedSecondary

Nvidia is considered one of the top physical AI plays alongside Tesla.

TSLABullishHigh ConvictionSignal-backedPrimary

Tesla is a top physical AI play with potential to dominate the autonomous market, supported by its AI capabilities and robo taxi/Optimus development.

Linked Signals

Tracked calls opened from this post

TSLA
buy opened Apr 23, 2026
+13.38%
MRVL
buy opened Apr 23, 2026
+75.64%