From the Desk of Anthony Pompliano Stock Expert Dan Ives Says Now Is NOT The Time To Get Bearish
Nov 6, 2025
Dan Ives, a veteran Wall Street technology analyst and ETF manager, shares insights on why now is not the time to be bearish. He emphasizes strong corporate earnings and rising tech investments despite concerns about market overvaluation. Ives discusses the strategic importance of AI, predicting a tech bull market driven by it. He highlights the potential of early power plays, the evolving landscape of cybersecurity, and the competitive dynamics between the U.S. and China in AI. Plus, Ives sees Palantir soaring as a key AI platform.
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Earnings Validate An AI-Driven Rally
- Strong earnings and hyperscaler CapEx validate the next AI-driven tech growth phase.
- Dan Ives expects numbers to push tech stocks higher rather than signal a bubble.
CapEx Creates A Long Derivative Chain
- Big tech CapEx is creating a multi-year super cycle with secondary beneficiaries.
- Expect massive spending to flow into power, databases, cybersecurity, and AI infrastructure.
Invest The Derivative Layers, Not Just Hyperscalers
- Focus on second-, third-, and fourth-derivative companies, not just the hyperscalers.
- Buy infrastructure, software, cybersecurity, and power plays that benefit from hyperscaler spending.