Dan Ives: How To Pick Generational Tech Winners

In this episode of The Master Investor Podcast, Wilfred Frost interviews Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities, about his bullish stance on the tech sector, particularly AI, and his investment strategies. Ives discusses key moments that tested his bullishness, such as the tariff issues, and emphasizes the importance of betting on innovative leaders like Musk, Jensen, and Nadella. He shares his views on the AI revolution, comparing it to the early stages of the internet boom, and highlights the potential of hyperscalers like Microsoft, Google, and Amazon, as well as other companies in the AI ecosystem. The conversation touches on specific stocks like Nvidia, Apple, and Tesla, with Ives providing insights into their valuations and future growth prospects. He also discusses his IVES ETF, focused on AI, and his involvement with Orbs, a company focused on human-proof authentication using iris scanning technology. Finally, Ives shares his investment advice, emphasizing the importance of understanding one's risk profile and sticking to a well-researched investment thesis.