Dan Ives: Bullish on Data Centers, PLTR & MSFT "Garage Sale Prices," NVDA AI King

Dan Ies joining us now, global head of tech research, Wed Bush Securities, and we have so much going on. It's great to see you. So, the AI hyperscalers, what do you think.Rate payer protection plan. Tell me about that. What does that mean.>> It's what they need to do. I mean, think of there's more data centers under construction today than active data centers. So, when you think about, you know, for the hyperscalers, they're going to need to ultimately pay their own bill.I think it's a smart move, you know, ...