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“The AI revolution doesn’t get there without human-proof authentication” Dan Ives says $ORBS is building the core infrastructure for the AI future, aiming to hold 800 million $WLD tokens as part of its ‘Power of 8’ strategy

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31,985 просмотров • 8 месяцев назад •via X (Twitter)

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Dan Ives believes “Worldcoin will be the de facto sign-on for AI.” He compares it to the early days of PayPal, Tesla, Palantir, Apple, and Nvidia. 📈 $ETH $BMNR $WLD $ORBS
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Dan Ives believes “Worldcoin will be the de facto sign-on for AI.” He compares it to the early days of PayPal, Tesla, Palantir, Apple, and Nvidia. 📈 $ETH $BMNR $WLD $ORBS

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🚨BREAKING: Dan Ives on $IREN " $IREN is another core power play that we are bullish on." "We are now entering the energy piece of this AI revolution”
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Dan Ives on CNBC said the AI Revolution could drive nearly $4T of spending over the next 3-4 years and believes the industry is still only “15-20%” through the broader infrastructure buildout cycle. He also called quantum computing a “derivative play on AI” and highlighted quantum stocks $IBM, $IONQ, $QBTS, and $RGTI as part of the next layer of the AI ecosystem. More importantly, Dan Ives said this next phase increasingly expands beyond just $NVDA into hyperscalers, power infrastructure, datacenters, and eventually quantum itself as the AI arms race between the U.S. and China continues accelerating. He also reiterated that demand for AI infrastructure is still accelerating and does not yet include physical AI or China, reinforcing his bullish view across the broader ecosystem tied to compute, power, and infrastructure.
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"This software sell-off will go down as a generational opportunity to own some of the stalwarts because, look, they're going to be a core part of the [AI] use cases," Wedbush Securities analyst Dan Ives says.
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"For the first time in 30 years, the US is ahead of China when it comes to tech because of this AI revolution," Dan Ives says. "I view this as sort of a Fourth Industrial Revolution, and I think the Street is continuing to massively underestimate what the demand looks like."
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"For the first time in 30 years, the US is ahead of China when it comes to tech because of this AI revolution," Dan Ives says. "I view this as sort of a Fourth Industrial Revolution, and I think the Street is continuing to massively underestimate what the demand looks like."

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$IREN was selected by Dan Ives as one of 4 companies to power the 4th Industrial Revolution. I bet Dan is bullish on the future of the company more than the current 3GW capacity and the recent deal.
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