저자: DanIves · 외국인
요약 보기
Dan Ives가 Yorkville 머천트뱅크 론칭을 발표하며 IPO·딜 재개 등 시장 낙관론을 제시. 기술 실적 시즌이 촉매이며 AI 혁명은 3회 중 1아웃(초기) 단계, 데이터센터 투자가 중국과의 경쟁 핵심이라고 주장. 자막상 개별 종목 가격 예측은 없음.
다듬은 글
Explosive, incredible, unbelievable, stunning. Well , that's a big hug. Ladies and gentlemen, it's me. I say Wall Street here, on the corner of Walk Street and don't go, a wide wall with a man, a myth, a legend, Dan Ives. We're talking about Einstein and Ives now. This is taking it to the next level, and the new company is called Yorkville Ives.
Yorkville Ives, that sounds so perfect, doesn't it? Yes. This, um... Listen, we've been talking to you, you know, you know, for many years. And, and listen, for me, this is just an attempt to take the next step in my career. I mean, it's very similar in your career to what you've done, you know, here, and just a mythical career.
Listen, when you build a career, especially on Wall Street and in finance, Dan took his career at Wedbush to a certain point, right? And he doesn't burn any bridges, obviously, which is great. If nothing else, it's really just, this It's just a matter of navigation. This is amazing. And this, but this, this is probably a huge step in many different ways because this is really going to take all the qualities that he's cultivated and curated over all these years and take it to the next level, right?
No, look. This is probably the creation of your own bank. Yes. With a great partner. Right. Modern commercial bank. I think it could be something like a one-stop shop, you know, in terms of research, sales, trading, but also capital direction. And there is a gap on Wall Street for this. Well, look. And you've almost reached a lot of the things we've been talking about, the fourth industrial revolution, artificial intelligence, and so on.
It also seems like we live in a time where innovation...It's innovation. Do you realize that we knew visionaries of Oracle, Meta, and other such things? And we know that extremely wealthy people have done amazing things. But this is a gentleman who is on a whole other level, who has actually taken a practical path.
No disrespect to the people in the military, of course, but the workers on the ground are going around and really finding out what people...What's in the nooks and crannies of all this? Now, if you take banks, and then you take the trading side, and then you take artificial intelligence, and you take all the analytics and all that, and you take it as if you have a dream and a vision of your ideal bank, right?
Oh, and your ideal...like bringing stocks and companies to market, right? This is next level, right? If you just look at it from all sides...You are at a level where you have the opportunity to create the most perfect...uh- uh bank. And you're building it yourself, like what you built here, and with your, you know, your son.
got a haircut. I mean, forget it. Boom! Everyone saw it. So, there is still a lot to come. Uh, let's talk about the market for a minute. And that can...You know what? And it couldn't have been a better time for you and for the market, right? I mean, because just think about it . There will be deals that...
Look, the innovations that are happening in the world are incredible. What 's happening with the computing, with the memory, with this whole sector, right? You know, this... You were talking about the fourth... Dude, you were... Come on... industrial technology... Sorry. I'm becoming a techie... Listen, you've gone from being a trader, going back to the time of Thomas Jefferson, to now, almost a quasi-technologist ...
Almost a quasi-technologist . The Fourth Industrial Revolution. I couldn't be happier to have been a part of Dan's transition, Dan's step, Dan's innovation. Right? We will do amazing things together, things we couldn't do before. And that's why we're all rooting for you, and everyone's so excited. So excited.
And I look at it, and in terms of the market, my opinion is that it all comes down to the reporting season. We have geopolitical ones, you have wars in terms of these comments. It all comes down to technological gains. Yes. I mean, it's just okay, and now we've had banks that have just started doing well, they're doing really well.
How do you explain the solid profits of banks that have come out of the sale so well? Basically, there were a lot of problems in the second quarter. Right? We are in the middle of a confrontation with world leaders, we are in the middle of a war, and yet they have been able to handle everything. SpaceX trading volatility is almost, you have to do...
You're starting to see deals starting to open up. See you later, dude. You start to see deals starting to open up. This is a big, this is a big thing. Deals are starting to return to Wall Street. And there is real confidence in the market. And this is the most important thing when it comes to returning deals.
There has been a thaw for many years. And look, I just think we're in the third inning now, one out, right. Player one, right. In the artificial intelligence revolution. That's right. And if the game goes into extra innings, let's talk about what you see in the future. Dude, this is... This is some next level.
No, no, here. This is the next level. This is a new company that my nephew is involved in. It's called Le Gram. And she is something, she is truly special. She is French and truly elegant. So we'll have to buy you one of them. Yes. But but you also have to be...I'm not sure you have to...you don't...you don't ...
you don't... I'm not sure I could ...I was quoted for two...I when I started here on Wall Street as a clerk, I had a whole galaxy of bracelets. But I'm not sure I could do it. You don't need bracelets. You are captivated in a completely different way. I don't think I could take the bracelet off. Let's talk about...Let's talk about technology profits.
Boom. I think it's going to be...I said a strong earnings season for technology, from hyperscalers to chips. I think this is the catalyst that will make a lot of these tech stocks move forward. So, I was chatting with Tim Anderson a little earlier today, and we really broke down what you were talking about , which is the fact that the landscape and...and...er...
just...Okay, so we're building a lot of data centers, right? The impact that this will have on the concentration of all the new, ahem, communities that will be formed, right? This will change the entire dynamics of the economy, and people don't understand it. People say, “Well, it will take 5 years, and what will it do?” " Nobody is going to do it." Look, all the jobs that will be created if you don't build data centers, you'll eventually fall behind China.
That's right. And that's the point. Look, the point is, the timing is perfect for this , but you have to realize that it's not just going to rise and level out. We will get through it all. This is just the beginning, as we've already talked about where this is all going. I just want to say, for example, in terms of the launch, I know you were in Los Angeles, the fact that I'm going to be with you makes it like the icing on the cake.
So, how? So, when do we ...When do we launch? We are launching today. Are you launching today? Is today that day? Press release, you know, I handle all my media affairs. So, today is the launch of the company name. Yorkville Life, you can check. Yorkville Life. We were in the past, me, Sonny, and I.
This doesn't change anything . This is Yorkville Life, right ? This is a new phase of merchant banking, right? Specially prepared by my boyfriend, Dan Ives . The best of the best. You are the boss. I appreciate it. When will we be back? When will you be back? You're not going anywhere. Next week. You...?
Next week? Yes, you'll be here next week. You will be here next week. Where are you going between then and now? You'll just be there. And then launch. Launching. Right? And then we'll sit back and see where it goes, right? That's right. I want to sit down and really look at this. The Jetsons, not the Flintstones.
We're going to the Jetsons , not the Flintstones. Boom! To the Moon. Meet Elroy. Daughter Judy. That was good. Everything is great. Boom! Okay, I like it. Ladies and gentlemen, this couldn't be more interesting. This is the best time in the world . A new merchant bank, right? Yorkville Advisors. I mean, think about that name, Mersenius.
Was this your idea? No, that's too terrible, I mean, whose idea is that? Wait, I have to talk to my phone. Anyway, you know what, ladies and gentlemen, I couldn't be more excited. Yorkville Advisors. Look. Launching today. The next thing I can say is to the moon, Alice. To the Moon, Alice. Boom!
Comments 0