Dan Ives is the leading analyst in the world for technology stocks and he manages the IVES Wedbush AI Revolution ETF. He joined Phil Rosen to discuss the demand story driving AI, what Wall Street doesn't understand, visits to chip factories in Asia, specific stock picks he likes now, and why the bears are so wrong on tech.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/TIMESTAMPS: 0:00 - Intro0:25 - 1996 moment for AI
1:34 - Chip factories in Asia
3:15 - Warning to bears
5:11 - Picking AI stocks
7:16 - It's still early for AI
9:25 - Palantir
11:45 - Circular financing and risks
14:48 - Dot-com parallels
17:55 - Google
20:23 - Building views on stocks
23:37 - Dan's highest conviction picks
24:30 - Microsoft and OpenAI
27:18 - Eightco and Worldcoin
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