This ETF Is Taking Over Wall Street — Dan Ives Breaks Down the AI Boom

요약 보기

Dan Ives가 AI 인프라 확산 국면을 강조하며 AI 수혜주 30개로 구성된 Ives ETF를 소개. AI 혁명은 현재 2회말 수준이며 자금 유입이 빠르게 늘었다고 주장. 개별주보다 섹터 ETF가 변동성 완화에 유리하다고 설명. 사회자는 면책 고지를 하며 투자 권유가 아니라고 함. 구체적 가격 목표는 제시되지 않음.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. Quarter for 250,000. 250,000 3A's. Take them. Ladies and gentlemen, we're out front of the New York Stock Exchange. I'm here with my man Dan Ies. This is Einstein and Ives. One of the great conversations in history. We are breaking ground. We are making things accessible and fun when it comes to understanding what's going on in the market.

02. Obviously, Dan is one of the top tech people in the tech analysts in the world, and it's super important for you to look, he's my go-to. He's the brightest guy in town. He will break things down in a way that nobody else. We have a spectacular fun time on CNN. We've been on there since February. We blew over the ratings there.

03. They've never seen ratings like that. Dan is somebody that can really make sense of all of this stuff. You put us two together, it's, you know what, it's like lamb and tuna fish. It's like peanut butter and jelly. You had never seen anything like it. So where does that leave us? Dan Ies has recently now we know Dan is been touting tech for the wild for the longest time.

04. He is an adviser for Wedbush. Okay. Old family firm here in America. One of the top top top right the father of Nvidia. Some say it's Jensen Wang. It's not. It's Dan I. All that being said ETFs you know what that is? Electronically traded fund. Okay, that is where you put together a little basket of stocks within a sector so that you don't have to buy individual stocks.

05. If you like a sector, you can buy the basket. Luxury goods, sports goods, I mean it can be any number of things. Energy stocks, sector ETFs are one of the most powerful things in the world. Dan Ies just recently launched Ives IBES. This is not a recommendation. We are not I'm not a financial adviser.

06. Disclaimer across the board. not telling you what to do with your money. However, Dan's a super bright guy. He recently launched Ives, which is his 30 top picks. Tell us about Ives. It is the newest ETF on the market and it is one of the fastest growing assets under management in the ETF space in history.

07. In the last two months, two months, two and a half months, about three and a half months. Three and a half months, over $700 million assets under management. Ladies and gentlemen, that is groundbreaking. Talk about it to me. tell me what's going on. I mean very simply it's like it's based on our research the 30 names that we've used the AI winners in software and chips you know across cyber security across the consumer side look I think it's very important as the AI revolution spreads to the second third fourth derivative infrastructure power that these are the names that we identify as but but it changes every quarter

08. right and you do you adjust the names or you just said and it's all based on it's all based on my research in terms of the names okay and that's why it's one where you know I think investors that have followed us know this is a dynamic way right to understand the space right to follow it and what I view is really the core winners from the consumer side to the enterprise side

09. and you know what that's so exciting so think about it if you're completely green here in this in this business right you can buy individual stocks There are over 3,000 listed companies here on the floor of the exchange. And then you can buy their financial instruments, S&P 500, NASDAQ. That's groupings baskets of 500 stocks.

10. The Dow originally was 30 stocks. So you can buy and get a footprint exposure to the market by buying different kinds of financial instruments. An ETF is just another extension of that. It's basically taking a sector. Imagine this. Let's say you buy one stock because you like uh AI and you buy one stock and something bad happens like Nvidia for instance.

11. nothing bad's going to happen to Nvidia. But for instance, we had a couple of bumps in the road over the last couple of years where uh the president said that they could not sell their chips to China. And then recently, China said, "We're not going to be buying our chips from you." That individual stock, you may like the sector, but that stock may take a hit off of that news.

12. But if you buy a sectorbased ETF, which is a group of 30 names in a sector, you are less likely to get that volatility in case something happens in the space and get a way broader exposure and footprint in the space to make and it's thematically playing the space. I mean, we me and you have talked for years about the AI revolution.

13. Correct. What inning are we in in the game? We're in the second inning. Second inning. Bottom of the second in a n bottom of the second in a nine inning game. It's 10:15 in the AI party that start at 9:00 p.m. Okay, that goes to 4:00 a.m. Okay, and bottom line is at 6:00 a.m. when the Bulls and Bears meet up at the bagel store

14. to have locks and cream cheese, the Bulls had a lot better night than the bears and the bears will be nowhere to be found. Where are the bears? Where are the bears? The bears are not here. So, super excited about this to see the growth like that. So, an ETF, you form an ETF based on a number of stocks that Dan has picked.

15. Okay. And then the assets under management are people who are buying the name. Okay. And this thing has grown. Look on the look on the chart. It's actually it started at 25 three and a half months ago. It's trading at 31 a.5 based on the value the weighted value of the stocks inside the ETF. I'm not recommending it by any means.

16. It is absolutely fascinating. As Dan always says in the AI revolution, we are clearly in the midst of a revolution. The capex spend into the trillions of dollars. And you what's incredible is to see all the different companies that really had nothing to do with that space like Google, Microsoft, Oracle.

17. Why did Oracle go? Oracle, listen, there are only two stocks in history that have ever grown more than any other stock in one day's value. Nvidia went up $427 million billion dollars in value in a day. And then last week, Oracle went up 300 billion in value in one day based on their commitment to AI

18. and where they play in the stack and the AI revolution. Oracle, it's one of our top names. Yep. And it's just the start. It's just the start. And you know, it's funny. I was just thinking, imagine Tuckman was like four letters like Tuck, right? Then or Einstein like I or Essinstein of Wall Street. That could be it.

19. Who knows? That could You never know. You never know. That could be the next ETF to check out. So, you know what? I couldn't be more excited. I couldn't be more excited to be with Dan to talk to you about. Look, if anybody has watched these stocks go, and they are the high flowers flyers, they're the high flowers, too.

20. February 2023 in biddy was $108 stock. February 2024, it was a $900 stock. There have been times where it's pulled back June of 2024. It went up to $1,200, split 10 for one, $50 billion buyback, and it's still trading higher than that. All that being said, it is a revolution. It is something that we've never seen.

21. But don't ever think you've missed the party. Don't ever think you missed the party here. This is your opportunity as a retail somebody who's never traded this market before. You've got to get involved. I want you to invest in stocks, not stuff. Is that what we're talking about? Exactly. And I know our time's ending here, but guess but guess what?

22. Haters hate. Don't listen to him. You got it. Giddy up on that. Have a great day. And that's all I got to say about that. Einstein and Ives to the moon. Boom. Ives. I d I love you.