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Dan Ives on AI, Tech Stocks & the SpaceX IPO
Is AI a bubble about to burst, or the third inning of a decade-long boom?
In our first-ever guest episode of The Common Sense Bull, Eddie sits down with Dan Ives, one of the most recognized tech analysts on Wall Street. After calling a choppy summer and preparing for it, we've started buying back into tech, and this conversation maps where we feel the opportunities are and where the potential risk still sits.
They get into the bubble debate and why Dan thinks the 1999–2000 comparison falls apart once you look at real use cases and earnings, the data-center build-out he calls the "hearts and…
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