Dan Ive @_Dives_Tech_
Official account of Dan Ives. Wedbush MD. Tech analyst on Wall Street over two decades. Family, stocks, sports📱✈️📈🚘🏈 We Are Penn State! Jersey Pizza #1 🍕 NYC/NJ/At An Airport 🌎 Joined August 2013-
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The LeBron of chip releases, next generation Blackwell ramping even faster than expected with NO overheating issues and appears to be on a massive demand trajectory. We would characterize results as an earnings press release that should be framed and hung in the Louvre 🏆🔥🍿🐂
The Godfather of AI Jensen and Nvidia delivered a massive beat and big things ahead for Blackwell as we discussed into this big night for the tech world on @SquawkStreet 🏆🔥🍿🐂📺🎤👇
The Godfather of AI Jensen and Nvidia delivered a massive beat and big things ahead for Blackwell as we discussed into this big night for the tech world on @SquawkStreet 🏆🔥🍿🐂📺🎤👇
We continue to believe this is just the first inning in the AI Revolution and everything Jensen and Nvidia delivered tonight supports our $4 trillion call @BloombergTV @business 🔥🏆🍿📺🐂👇
We continue to believe this is just the first inning in the AI Revolution and everything Jensen and Nvidia delivered tonight supports our $4 trillion call @BloombergTV @business 🔥🏆🍿📺🐂👇
Jensen was uber bullish on Blackwell demand and production on the conf call….this was a key we highlighted into the print the Street was laser focused on @SquawkStreet 🔥🏆🐂🍿📺🎤👇
Jensen was uber bullish on Blackwell demand and production on the conf call….this was a key we highlighted into the print the Street was laser focused on @SquawkStreet 🔥🏆🐂🍿📺🎤👇
We believe Nvidia showed this AI Revolution is still in the early innings and Blackwell is set to be a blockbuster with our view a $4 trillion market cap is next @BloombergTV @business 🏆🔥🐂🍿📺👇
We believe Nvidia showed this AI Revolution is still in the early innings and Blackwell is set to be a blockbuster with our view a $4 trillion market cap is next @BloombergTV @business 🏆🔥🐂🍿📺👇 https://t.co/Dc5YbbEdix
Great to be on @BloombergTV discussing Nvidia’s jaw dropper earnings and why we believe the stock is green tomorrow @CarolineHydeTV @scarletfu @VonnieQuinn 🏆🔥🐂🍿📺👇
Great to be on @BloombergTV discussing Nvidia’s jaw dropper earnings and why we believe the stock is green tomorrow @CarolineHydeTV @scarletfu @VonnieQuinn 🏆🔥🐂🍿📺👇
We walk thru on @SquawkStreet what we needed to see from the Godfather of AI Jensen and Nvidia….and they delivered 🔥🏆🍿📺👇
We walk thru on @SquawkStreet what we needed to see from the Godfather of AI Jensen and Nvidia….and they delivered 🔥🏆🍿📺👇
This was a robust jaw dropper Nvidia earnings that speaks to massive AI demand we discussed on @SquawkStreet 🔥🏆🐂📺🍿😎👇
This was a robust jaw dropper Nvidia earnings that speaks to massive AI demand we discussed on @SquawkStreet 🔥🏆🐂📺🍿😎👇
Great to be on @SquawkStreet with @SaraEisen @carlquintanilla @davidfaber discussing what to expect from the Godfather of AI Jensen and Nvidia’s earnings with this AI Revolution playing out into 2024 🏆🔥📺🍿🐂🤝👇
Great to be on @SquawkStreet with @SaraEisen @carlquintanilla @davidfaber discussing what to expect from the Godfather of AI Jensen and Nvidia’s earnings with this AI Revolution playing out into 2024 🏆🔥📺🍿🐂🤝👇
The AI Revolution starts with the Godfather of AI Jensen and Nvidia @SquawkStreet 🔥🏆🐂🍿📺👇
The AI Revolution starts with the Godfather of AI Jensen and Nvidia @SquawkStreet 🔥🏆🐂🍿📺👇
We believe the path to $4 trillion market cap begins today for Nvidia with Blackwell front and center @SquawkStreet 🔥🏆🐂🍿🎤📺👇
We believe the path to $4 trillion market cap begins today for Nvidia with Blackwell front and center @SquawkStreet 🔥🏆🐂🍿🎤📺👇
This will be another drop the mic quarter from Nvidia @SquawkStreet 🔥🏆🍿🐂📺👇🎤
This will be another drop the mic quarter from Nvidia @SquawkStreet 🔥🏆🍿🐂📺👇🎤
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