@DivesTech

Partner and Senior Managing Director Yorkville Ives: Tech analyst on Wall Street 25+ years. Chairman of IVAI. Advisory Board of Zeta 🎯🔥🏆🐂🕶️🌎✈️

 NYC/NJ/At An Airport 🌎
danivesclothing.com
Joined January 2019
  • Tweets42.3K
  • Following366
  • Followers342K
1.6KMedia
Great to be on @NBCNews @NBCnow_ with @ChristineRomans discussing tech stocks and the AI Revolution market jitters 🏆🎯🐂🍿🥊📺👇
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Dan Ives retweeted
Dan Ives
@DivesTech3h
The debate between rates and the massive AI Revolution buildout is causing jitters in this market @BloombergTV 🥊🥊👇🐂
Dan Ives
@DivesTech5h
Great to be on @BloombergTV with @FerroTV @lisaabramowicz1 @annmarie discussing this jittery tech tape despite the eye popping results of tech stalwarts in this AI Revolution @business 🏆🔥🥊👇📺🎯🐂 bloomberg.com/news/videos/20…
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Dan Ives retweeted
Dan Ives
@DivesTech3h
Great to be on @BBCWorld with @SamiraHussain15 discussing tech earnings and market jitters 🥊🐂🎯📺 @BBCBreaking
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Dan Ives retweeted
Evan
@StockMKTNewz4h
The foldable Apple $AAPL iPhone Duo is now officially available
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Great to be on @BBCWorld with @SamiraHussain15 discussing tech earnings and market jitters 🥊🐂🎯📺 @BBCBreaking
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The debate between rates and the massive AI Revolution buildout is causing jitters in this market @BloombergTV 🥊🥊👇🐂
Dan Ives
@DivesTech5h
Great to be on @BloombergTV with @FerroTV @lisaabramowicz1 @annmarie discussing this jittery tech tape despite the eye popping results of tech stalwarts in this AI Revolution @business 🏆🔥🥊👇📺🎯🐂 bloomberg.com/news/videos/20…
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Dan Ives retweeted
Dan Ives
@DivesTech5h
Great to be on @BloombergTV with @FerroTV @lisaabramowicz1 @annmarie discussing this jittery tech tape despite the eye popping results of tech stalwarts in this AI Revolution @business 🏆🔥🥊👇📺🎯🐂 bloomberg.com/news/videos/20…
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Dan Ives retweeted
Dan Ives
@DivesTech5h
Big day for @Apple with Duo on sale today…lot of excitement at NYC flagship 5th Ave store this am and customers all lined up. We continue to believe this will be start of the hardware innovation era at Apple under Ternus. 🏆🍎📱🐂
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Great to be on @BloombergTV with @FerroTV @lisaabramowicz1 @annmarie discussing this jittery tech tape despite the eye popping results of tech stalwarts in this AI Revolution @business 🏆🔥🥊👇📺🎯🐂 bloomberg.com/news/videos/20…
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Big day for @Apple with Duo on sale today…lot of excitement at NYC flagship 5th Ave store this am and customers all lined up. We continue to believe this will be start of the hardware innovation era at Apple under Ternus. 🏆🍎📱🐂
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Dan Ives retweeted
Herbert Ong
@herbertong11h
A Tesla and SpaceX merger? @DivesTech says it's "a matter of when, not if." He's put the odds at about 80% for the past year. Here's the trade. Tesla is around $370–375 today, and Ives sees it at about $500 in a deal. That's roughly 33% upside. Combined, the company would be worth $4–5 trillion, likely the biggest merger in history. The market is still skeptical, and Ives says "it would have to take some anomaly" for this not to happen. Full interview from @APompliano. 0:00 Special committees at Tesla-SpaceX 1:38 $500 to $550 Tesla price in a deal 3:35 Biggest merger in history 7:51 Full stack, a hundred trillion dollar company 9:11 How hedge funds play the merger $TSLA $SPCX
Anthony Pompliano 🌪
@APompliano19h
I sat down with @DivesTech to discuss the AI trade, what bears get wrong, what Dan saw on the ground in Korea, and why there is so much left to go in the bull market. We also discuss the potential $TSLA and $SPCX merger, $CRWV and AI debt fears, the midterms, interest rates, and where the stock market goes from here. YouTube: youtu.be/6HhxPgV1Hu4?si=7f22… Apple: podcasts.apple.com/us/podcas… Spotify: open.spotify.com/episode/2Yu… TIMESTAMPS: 0:00 - Intro 1:08 - Report from Korea & AI chip demand 4:51 - Market sell-off & what the AI bears get right 9:25 - Why Wall Street is underestimating AI growth 15:06 - Midterms & data centers 16:46 - Rate hikes, CoreWeave & Oracle debt 19:00 - What could slow AI demand? 20:53 - Tesla & SpaceX merger 33:06 - How investors are playing the merger 35:52 - Market concentration, earnings & the bear narratives 41:34 - AI agents & the future of investing 45:22 - Political risk & a message to the bears
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More signs we are at the end of the tech / AI selloff
Carl Quintanilla@carlquintanilla17h
JEFFERIES DESK: “.. in the last 10 days, we’ve been net for sale in Tech to the tune of > $1B on 7 of those days. .. And for reference, here’s our net trading flows over a 20D period, one of the more dramatic net selling periods we’ve seen in Tech in recent years.”
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Dan Ives retweeted
Dan Ives
@DivesTech14h
Great to be talking all things tech with @APompliano 🏆🎯🐂👇
Anthony Pompliano 🌪
@APompliano19h
I sat down with @DivesTech to discuss the AI trade, what bears get wrong, what Dan saw on the ground in Korea, and why there is so much left to go in the bull market. We also discuss the potential $TSLA and $SPCX merger, $CRWV and AI debt fears, the midterms, interest rates, and where the stock market goes from here. YouTube: youtu.be/6HhxPgV1Hu4?si=7f22… Apple: podcasts.apple.com/us/podcas… Spotify: open.spotify.com/episode/2Yu… TIMESTAMPS: 0:00 - Intro 1:08 - Report from Korea & AI chip demand 4:51 - Market sell-off & what the AI bears get right 9:25 - Why Wall Street is underestimating AI growth 15:06 - Midterms & data centers 16:46 - Rate hikes, CoreWeave & Oracle debt 19:00 - What could slow AI demand? 20:53 - Tesla & SpaceX merger 33:06 - How investors are playing the merger 35:52 - Market concentration, earnings & the bear narratives 41:34 - AI agents & the future of investing 45:22 - Political risk & a message to the bears
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Great to be talking all things tech with @APompliano 🏆🎯🐂👇
Anthony Pompliano 🌪
@APompliano19h
I sat down with @DivesTech to discuss the AI trade, what bears get wrong, what Dan saw on the ground in Korea, and why there is so much left to go in the bull market. We also discuss the potential $TSLA and $SPCX merger, $CRWV and AI debt fears, the midterms, interest rates, and where the stock market goes from here. YouTube: youtu.be/6HhxPgV1Hu4?si=7f22… Apple: podcasts.apple.com/us/podcas… Spotify: open.spotify.com/episode/2Yu… TIMESTAMPS: 0:00 - Intro 1:08 - Report from Korea & AI chip demand 4:51 - Market sell-off & what the AI bears get right 9:25 - Why Wall Street is underestimating AI growth 15:06 - Midterms & data centers 16:46 - Rate hikes, CoreWeave & Oracle debt 19:00 - What could slow AI demand? 20:53 - Tesla & SpaceX merger 33:06 - How investors are playing the merger 35:52 - Market concentration, earnings & the bear narratives 41:34 - AI agents & the future of investing 45:22 - Political risk & a message to the bears
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Dan Ives retweeted
Dan Ives
@DivesTech18h
Look forward to discussing this tech sell-off and Anthropic on @BloombergTV at 6:30 am with @FerroTV @lisaabramowicz1 @annmarie @business 🏆🐂🥊🎯📺
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Dan Ives retweeted
Dan Ives
@DivesTech18h
The prints so far do not support the fear, it’s the opposite as it increases our bullish conviction on AI thesis into year-end and 2027 despite the market jitters. We expect Alphabet, Microsoft, Amazon to confirm the massive Capex spending path next week Monetization key🎯🐂
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Look forward to discussing this tech sell-off and Anthropic on @BloombergTV at 6:30 am with @FerroTV @lisaabramowicz1 @annmarie @business 🏆🐂🥊🎯📺
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The prints so far do not support the fear, it’s the opposite as it increases our bullish conviction on AI thesis into year-end and 2027 despite the market jitters. We expect Alphabet, Microsoft, Amazon to confirm the massive Capex spending path next week Monetization key🎯🐂
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I sat down with @DivesTech to discuss the AI trade, what bears get wrong, what Dan saw on the ground in Korea, and why there is so much left to go in the bull market. We also discuss the potential $TSLA and $SPCX merger, $CRWV and AI debt fears, the midterms, interest rates, and where the stock market goes from here. YouTube: youtu.be/6HhxPgV1Hu4?si=7f22… Apple: podcasts.apple.com/us/podcas… Spotify: open.spotify.com/episode/2Yu… TIMESTAMPS: 0:00 - Intro 1:08 - Report from Korea & AI chip demand 4:51 - Market sell-off & what the AI bears get right 9:25 - Why Wall Street is underestimating AI growth 15:06 - Midterms & data centers 16:46 - Rate hikes, CoreWeave & Oracle debt 19:00 - What could slow AI demand? 20:53 - Tesla & SpaceX merger 33:06 - How investors are playing the merger 35:52 - Market concentration, earnings & the bear narratives 41:34 - AI agents & the future of investing 45:22 - Political risk & a message to the bears
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$AAPL very close to $NVDA in market cap ... Cupertino record high today @divestech @tradingview
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