Tech Bull Market
Search documents
Ives on the Tech Trade, Anthropic-Pentagon Spat
Youtube· 2026-03-06 21:56
I mean, I go straight. It goes back to the anthropic worries that crushed software this year. You know, in terms of cyber security software that these alum is going to replace the software away or I'd say to something that's also been a huge overhang in names like Microsoft, but we continue to view it.It's a good trade. And I think last week's anthropic event earlier in the week will be the start of a bottoming event. I think we've already seen it in software, and I think it's a fictional tale of a fairy ta ...
First Time in 30 Years the US is Ahead of China in Tech Says Ives
Bloomberg Television· 2025-12-22 22:19
You're going through a white knuckle period. I think it goes back to like worries about circular financing. Openai too big to fail.You know, if Oracle sneezes, the stock's down 2% to a sort of analysis of how the build out works out. Look, in my in my view and we've covered so many times in the show, this is this is going to be a ten year build out of the air revolution in that period. You're going to go through these moments.Then it sort of prove it. What the use cases look like, what the spending looks li ...