E247: Why Wall Street Is Wrong About AI w/ Dan Ives

In this episode of the "How I Invest" podcast, David Weisburd interviews Dan Ives, a tech analyst, about his investment strategies and views on companies like Tesla, Nvidia, and Palantir. Ives emphasizes a long-term valuation approach, looking 3-7 years ahead, and focusing on disruptive technology and AI applications. He discusses the importance of on-the-ground research, understanding market sentiment, and having conviction in one's thesis, even when it goes against the herd. Ives also highlights the significance of leadership, EQ, and learning from failures, advocating for a balanced approach between hit rate and identifying moonshot opportunities. He shares insights on how to identify inflection points, manage portfolio sizing, and the role of social media and personal connections in gathering information and shaping narratives around stocks.