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all right let's move on here and turn to our next guest he predicts the NASDAQ will have another strong second half tech stocks uh will be up as much as 15% for that period of time um for Value he says lean into software names such as Salesforce top picks include Microsoft and Apple yes he's Dan IES web brush Securities analyst and he's right here at Post 9 I think you've outdone yourself today we're going to have to get a full shot okay at some point including the Japanese the the sneakers yep painted in Japan I believe correct Japanese yeah exactly from an artist in Japan so we we could do the full shot we get to that in a minute but let's talk about why you continue to see and be the bullish Dan IES that you have been for quite some time look and it speaks to rvu going into the year and NASDAQ 20,000 is ultimately where I think we head tech stocks up another 15% because even though this has been led by godfa of AI Jens in Nvidia the multiplier for every dollar spent on Nvidia chip 8 to10 going through the rest of the tech software infrastructure semis and I think Now consumer AI Revolution with what's happening in apple in my opinion it is 900 p.m.
in the AI party that goes to 4:00 a.m. and I think this Tech Market bull Market's going to continue how long does it take to get to 4:00 a.m. though I think this a two in our opinion it's a 2-year Tech bll Market because I think the next phase is second third fourth derivatives it's about the use cases playing out of course you see see what's happen with Microsoft hypers scars Google Amazon but then next it's going to be names like paler mongodb I think what MC Derma is doing its service now you look at Oracle if someone told you Dell is an AI name 6 months ago they'd say there's no wet look at it today and I think this is It's a 1995 moment not a 1999 moment I think numbers go up significantly going into next year and it speaks to our view where the Bears will continue to yell in in their caves about valuation with their spreadsheets but I think this Tech Market continues to move higher are you been saying it's 95 for 2 years Dan how long does 1995 last so I think look in n in '95 timn becomes 96 97 but the difference here is that you talk about the cap backs of meta 50 billion what we're saying M 100 billion as some of that cover tax back in the late '90s this is not a bubble this is not a 99 Here Comes M which is I think now it's about really a fourth Industrial Revolution it's about that multiplier now it's software and I think when you look at consumer that's why Apple it's going to be the Renaissance of growth that starts as AI driven super cycle from Apple n Apple Microsoft Nvidia on the Enterprise side that's where I think it's a get out popcorn moment in our opinion for Tech stock still 15% higher and even when you're sometimes negative on names you seem to still be positive on them I think of Tesla which by the way you were right to stay positive cuz the stocks come back but you know on the negative side you do right uh the losers are going to be in this revolution will be the Tech players that get squeezed out of sales Cycles technology-driven platforms and future growth opportunities because they don't have the tools Tech or software Engineers to compete so what does that mean and who is that likely to be yes you've seen some of the disasters uip path and some of these smaller players that have been squeezed out of sales Cycles what's happened across software so I think what's going to happen is across software across semis those it's not just saying AI 40 times in a conference call now to m point now the next 69ine months it's about execution I think strong gets stronger I think a lot of the smaller players get squeezed out ultimately I think that will be massive consolidation in terms of that phase for software but I think any sort of Hiccup that these companies you'll see these stocks down 20 30 40% which in our opinion is you focus on the themes you focus on the winners the microsofts the apples and then even go like midcap I think in cyber security and I talk about value I think software and cyber security is where I see just massive value names like croud strike Z Scout pal Alto continue to be that as a table pounder even though you know many including New York City C driver were beish on pal Alto 6 months ago it speaks to what we're seeing with this Cloud AI Revolution all right you're going to let us know when 99 2000's coming though right but right now you won't be able to do that but you're bullish but but the point is it's 900 p.m.
it is not midnight and I think this thing goes to 4:00 a.m. and this is a man who knows how to party I mean look at them well you know the old saying the clocks have no hands that was like
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