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DAN IVES JUST GAVE HIS TAKE ON WHERE THE QUANTUM COMPUTING RACE ACTUALLY STANDS The Wedbush analyst was asked what inning we're in. His answer: "We're maybe in the dugout in warmups, getting ready for the first inning. The game hasn't started." Ives calls quantum a "derivative play on... AI" that will eventually become the next level pushing AI forward. He points to names like IonQ $IONQ and D-Wave $QBTS that he says have "phenomenal technologies" still building toward scale. He's most bullish on IBM $IBM, framing its quantum and AI bets as a real turnaround: "This is just the start of these turnarounds, and IBM continues to be one that has massive upside." He says CEO Arvind Krishna is "way underappreciated" for seeing where the technology is heading, putting him in the same tier as Jensen Huang. On the runway ahead, Ives pegs AI spending at $1 trillion over the next 3-4 years and says we're only 15%-20% through it. His bigger picture: "This is how we're going to get Nasdaq 30,000." Dan Ivesshow more

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We're in more of a "1996 moment," rather than the dot-com bubble years, says Dan Ives, Wedbush Securities global head of tech research, in a conversation with Nicole Petallides. "Investors are underestimating the scale and scope of the AI revolution," he said. Here's a snapshot of his view on three big tech companies: • Ives said there's "no better company that's changing the technology landscape" than Palantir (PLTR). • On Nvidia (NVDA), Ives believes the chipmaker will be able to sell chips to China, as the company "is fueling the AI revolution." • Ives said he expects Tesla (TSLA) to become "more and more of an AI play" in the future, including it gaining footing in robotics and autonomous technology. For more market news, tune into:

We're in more of a "1996 moment," rather than the dot-com bubble years, says Dan Ives, Wedbush Securities global head of tech research, in a conversation with Nicole Petallides. "Investors are underestimating the scale and scope of the AI revolution," he said. Here's a snapshot of his view on three big tech companies: • Ives said there's "no better company that's changing the technology landscape" than Palantir (PLTR). • On Nvidia (NVDA), Ives believes the chipmaker will be able to sell chips to China, as the company "is fueling the AI revolution." • Ives said he expects Tesla (TSLA) to become "more and more of an AI play" in the future, including it gaining footing in robotics and autonomous technology. For more market news, tune into:

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$NVDA $QBTS TODAY JENSEN HUANG SAID THAT QUANTUM COMPUTING WAS 20 YEARS AWAY FROM BEING USEFUL. DWave Quantum $QBTS was down as much as 49% after these comments and ended the day down 36%. The stock is up 1000% from the September lows. The CEO of DWave says in this clip that Jensen Huang is "dead wrong" on how he thinks of quantum computing: 🍿🍿🍿🍿🍿🍿

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"There's more data centers under construction today than active data centers." Stocks in AI & Data Infrastructure ETFs $IVEP and $IVES are performing -- $GEV $SMERY $BE $VRT. Dan Ives says we're just in the 3rd inning. Here's why he's bullish.

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🚨 Wedbush's Dan Ives: "We're just beginning this golden age for tech" Dan Ives says tech stocks could jump 10-15% in 2H 2025 thanks to the AI boom. He sees a 3-year bull run led by software, semis, and cybersecurity.

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GOOD NEWS 🚨 DAN IVES PREDICTS TESLA WILL OWN '80%' OF ROBOTAXI MARKET — SAYS $TSLA IN HIS TOP 5 LIST FOR 2026 🆙 Ives is doubling down on Tesla as one of his top conviction picks for 2026, insisting that investors need to stop viewing it as a "car story" and start treating it as a robotics and AI play. He sees the stock fundamentally heading toward $1,000, with a current base case of $600 and a bull case of $800. According to Ives, this is a defining moment for Elon Musk—arguably his most important year ever—as the company fully commits to the AI path. He expects this pivot to unlock massive value, projecting a $2 trillion market cap over the coming year and a bull case where Tesla hits $3 trillion by the end of 2026. The real engine behind this growth is the Robotaxi network, which Ives views as integral to the company's future. He predicts Tesla will eventually corner 80% of the autonomous driving market. While he admits that competitors like Waymo have had a huge head start with "phenomenal technology," he argues that no one else can match the sheer scale and scope of Tesla's venture in the long run. To prove the concept is working, Ives is looking for Tesla to hit a specific benchmark this year: launching Robotaxis in 30 cities to achieve critical scale, expanding beyond their initial start in Austin and moving into markets like California. When it comes to the speed of this rollout, Ives is fully supportive of Musk’s "brick by brick" strategy rather than a rushed launch. He emphasizes that because lives are at stake, safety has to take priority; it is far more important to expand the geospaced areas correctly than to just do it quickly. Ultimately, while he acknowledges Nvidia as the chip fueling the broader AI revolution, he sees Tesla standing apart as the dominant force in the physical autonomous world.

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Palantir "is a trillion-dollar market cap in the next two to three years," Wedbush Securities analyst Dan Ives says. "It's going to be the next Salesforce, the next Oracle." ♟️CEO Alex Karp is “playing a different game; he’s playing chess as a master wizard...” he adds.

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Jensen never changed his mind on Quantum! - "We are working with every quantum company in the world" - "15 years is on the early side, 30 years is a little late" - "Most of us settle on 20 years" $ionq $rgti $qubt $qbts He didn't change his entire view in a few months. He just doesn't want to crash the market and these companies stock price, like he did last time. He want's to see the industry progress and they earn $NVIDIA money! But the technology is still 15 - 20 years away.

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🚨 IBM CEO Arvind Krishna has confirmed that IBM is setting up a Quantum Computer in Amaravati. Amaravati is one of only 2 locations in India selected, chosen to tap into the country's exceptional math & physics talent for advancing quantum computing.

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