The Compound and Friends Dan Ives: Still the First Inning for AI
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Jan 31, 2025 Dan Ives, a tech sector expert and Managing Director at Wedbush Securities, joins the conversation to dissect the latest in AI and market dynamics. He dives into DeepSeek's market influence and Nvidia's historic losses, sparking a debate on the shifting investment landscape. With insights on Tesla's future under Elon Musk and the competitive race for AI supremacy, Ives shares his vision for the transformative potential of robotics and cloud computing. The episode also highlights the market's evolving responses and the critical role of major tech players in shaping the future.
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Long-Term Tech Investing
- Focus on transformational tech stocks' long-term potential, not just short-term financials.
- Ignoring market narratives and focusing on deep research can give you an edge.
White-Knuckle Weekend
- Dan Ives handled a weekend of intense investor calls about DeepSeek, similar to his experience during Black Monday and the COVID-19 pandemic.
- He consulted with numerous industry experts to form an informed opinion.
DeepSeek and the AI Race
- DeepSeek's use of NVIDIA GPUs was initially questioned but later confirmed.
- The emergence of DeepSeek signals China's growing AI capabilities, creating competition for the US.