The tweet was deleted by the author.
But we saved everything 🙂.
Dan Ives, managing director and senior equity analyst at Wedbush Securities, discussed his optimistic thesis on technology stocks and the AI revolution. Ives described the latest earnings season as a key "validation moment" for AI-related demand, emphasizing the growing momentum in the sector.
Ives recently previewed his views on Palantir’s strong quarterly results ahead of a CNBC appearance. He has also set a $350 price target for Apple, citing iPhone growth, services revenue, and emerging AI plans in a separate note on the company’s upcoming strategy. These comments reflect Ives’s continued focus on technology sector developments.