Dan Ives: "Nvidia's World, Everyone Else is Paying Rent"

It's time to talk to the guy who tells us like it is and that is Dan Ies, global head of tech research, managing director, senior equity analyst at Wedbush Securities. You never hold back. You tell us what you think always.And uh right now you are saying it's Nvidia. Everybody don't get fooled thinking Google's the AI leader. Why not.Look, I mean, look, Google's obviously, you know, one of our favorite names as well, but my whole point is demand the supply is 12 to1 for Nvidia chips. Meta can't get enough o ...