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On this episode, Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities sits down with Victor and Ryan to share his expertise on the technology sector and why he thinks there’s never been a more transformational shift underway, which he says could take prices another 25% higher from here. Dan explains what the bears are getting wrong with Tesla and how the next 5 years could usher in a golden age for electric vehicles. He sees a fundamental difference between the Dot-com bubble of the late 1990s and early 2000’s and the tech sector today. Plus, whether the Hindenburg short report really matters to Trevor Milton and Nikola’s partnership with GM, why 5G is a game changer and Apple’s iPhone super cycle could be a huge tailwind for the stock, a potential trillion dollar opportunity in the cloud and SaaS industry, and how Microsoft has positioned itself as a pure play in cloud services. Whether you think tech is in a bubble or there’s much higher prices on the horizon, this episode is required viewing.
On this episode, Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities sits down with Victor and Ryan to share his expertise on the technology sector and why he thinks there’s never been a more transformational shift underway, which he says could take prices another 25% higher from here. Dan explains what the bears are getting wrong with Tesla and how the next 5 years could usher in a golden age for electric vehicles. He sees a fundamental difference between the Dot-com bubble of the late 1990s and early 2000’s and the tech sector today. Plus, whether the Hindenburg short report really matters to Trevor Milton and Nikola’s partnership with GM, why 5G is a game changer and Apple’s iPhone super cycle could be a huge tailwind for the stock, a potential trillion dollar opportunity in the cloud and SaaS industry, and how Microsoft has positioned itself as a pure play in cloud services. Whether you think tech is in a bubble or there’s much higher prices on the horizon, this episode is required viewing.