Joe
@joedab12
Sold my finance co in 2021, now trade/invest full time. Specialty is finding semi/AI infra inflection points before the breakout. Lots of receipts. Zero AI slop
参加 March 2013
560 フォロー中 10.9K ファン
Don't be shocked if we are lower next week. Dan Ives is always too bullish.
DAN IVES CALLS AI STOCK SELLOFF A CLEAR BUYING OPPORTUNITY
Dan Ives says the sharp declines in CoreWeave ($CRWV ), IREN ($IREN ) and Nebius ($NBIS ) represent buying opportunities rather than warning signs.
Despite rising borrowing costs, Ives argues AI computing demand remains strong, with chip demand reportedly exceeding available supply by 13 to 1.
He expects 800–1,000 data centers to be built in the coming years.
His key message: Higher interest rates make AI infrastructure more expensive to finance, but do not necessarily weaken demand.
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