AI stocks still a 'table pounder opportunity', says Wedbush's Dan Ives
Yeah, look, I mean it's a white knuckle moment, but we've had these before the last three years. It speaks to my view. You have more capback spending next two to three years than you've had the last decade combined.So when you look at the use cases, you look at the hypers scale buildout, it's not a question of if, it's a question of this is actually now starting to play out in terms of the use cases on enterprise second, third derivatives and we believe we are still in the early days of the AI revolution. T ...