AI & Tech Industry Trends - The AI revolution is underestimated, and tech stocks will continue to move higher [7] - A capex super cycle is occurring, with big tech expected to spend close to $550-600 billion next year [6] - The US is ahead of China in tech for the first time in 30 years due to companies like Nvidia and Palantir [17][31] - The biggest constraint for US tech is power availability, which needs to be addressed to avoid limiting the AI arms race [20][22] - The market is shifting towards vertical integration, with big tech companies planting flags across the board [23] Investment Opportunities & Strategies - Focus on the second, third, and fourth derivatives of AI, including companies like Nebas, Coreweave, Aqua, and GE Vernova [8] - Cyber security companies like Zscaler, Palo Alto Networks, and CrowdStrike are derivative beneficiaries of AI [8][42] - There are two to three years left in the tech bull market, supported by a Fed cut cycle and $7 trillion on the sidelines [29][30] - The NASDAQ could reach 25,000-30,000 as disruptive technology spreads to utilities, energy, and financials [38] - Consider investing in an AI-focused ETF to pick the AI winners [77] Company Specific Analysis - Palantir is building the next Oracle/Microsoft/IBM and could reach a $1 trillion market cap in the next two to three years [62][67] - Tesla's biggest advantage is data scale, scope, and Elon Musk, with autonomous driving alone worth $1 trillion [49][50] - Apple could add $7,500 to its market cap due to AI, with the consumer AI revolution going through them [56]
Stock Expert Dan Ives Says Now Is NOT The Time To Get Bearish
From The Desk Of Anthony Pompliano·2025-11-06 22:00