Ives: AI Bears Have It Wrong

I disagree that Oracle is a good loser, just given my view. When you look at the air revolution, I mean, for the first time in 30 years, the US has had a China when it comes to tech. And I think what you're seeing here play out is I guess there are some white knuckles.But the reality is you have 3 to $4 Trillion that's going to be spent in the next few years. Oracle is going to play a huge role in that. I think right now in the pound you box, I think we sit here a year from now and it was a huge buying oppo ...