Finance
STOP Calling AI a Bubble. Here’s What It Really Is Dan Ives
Date: 2025-06-11 18:25:58
Are you positioned for the next phase of the AI revolution – one that’s just getting started?
In this presentation from the MoneyShow Masters Symposium in Miami (May 15-17, 2025), Wedbush Securities’ Managing Director Dan Ives reveals why we’re only in the “second inning of a nine inning game” for AI — and why NASDAQ 20,000-25,000 is his target over the next few years.
You’ll hear why the April tariff scare actually accelerated AI spending, how the $325 billion in Big Tech capex creates an 8-10x multiplier effect across the sector, why cybersecurity will be the next massive AI beneficiary, and what second and third derivative plays are setting up for explosive growth. Plus, Dan breaks down why this is more like 1995-1996 than the 1999 dot-com bubble…and why Tesla’s future value will come from autonomous driving and robotics.
If you invest in tech stocks, AI plays, or want to understand where the biggest growth opportunities are heading — this is a must-watch.
About Dan Ives
Dan Ives is Managing Director and Senior Equity Research Analyst at Wedbush Securities, with over 25 years of Wall Street experience covering technology. He’s a frequent guest on CNBC, Bloomberg, and Fox News, known for his accurate tech calls and deep industry insights.
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CHAPTERS
0:00 – Introduction
1:30 – AI Revolution Overview
3:45 – Tariff Impact Analysis
5:30 – Software Use Cases
7:15 – Cybersecurity Opportunities
9:00 – US Tech Leadership
10:45 – NASDAQ 20K Target
12:30 – Second Derivative Plays
14:15 – Tesla Autonomous Future
16:00 – Nuclear Energy Demand
17:45 – Enterprise AI Adoption
19:30 – Market Volatility Outlook
20:30 – Final Thoughts
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The speaker highlights the ongoing **AI revolution** and its potential impact. He suggests that this is just the **beginning** of a major, decade-long theme, signaling significant **tech disruption**. The presentation focuses on the exciting possibilities and **future of ai** in the coming years, emphasizing that **timing matters** in understanding its progress.
