Dan Ives: Microsoft could be a $5 trillion company in 18 months

Microsoft hitting an all-time high today. The fourth session in a row that the stock has done just that. Our next guest getting even more bullish on the name.Joining me now post 9, Wed Bush analyst Dan Ives. Welcome back. Great to be here.You say that you have incrementally bullish from your recent AI customer checks. What does that mean. What' you call Nvidia and say is Microsoft still spending money and you decided to to add to the price target.What are the customer checks. That's a great question. I mean ...