Wedbush analyst Dan Ives has repeatedly said that we are still early into the AI boom — especially when asked about whether AI is a bubble. That extreme positioning perfectly encapsulates the sentiment in the market these days. Market commentary often calls out the AI trade as risky and possibly in bubble territory, but Ives has been bullish on AI since the beginning. Recently, Ives was asked about his favorite stock outside of the “Magnificent Seven,” and his answer was a company that he’s been talking ...