Dan Ives is a Managing Director and Senior Equity Research Analyst at Wedbush Securities and one of Wall Street's most prominent tech analysts. In this conversation, we break down the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into tech.

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0:00 - Intro
1:00 - SpaceX IPO & the birth of a new sector
3:23 - SpaceX + Tesla merger thesis
5:51 - The AI backlash & Big Tech's PR problem
11:53 - US vs. China: who's actually winning in AI?
15:03 - Robotics, self-driving cars & physical AI
19:55 - How to invest in AI: chips, software & infrastructure
28:34 - New Fed chair, rates & macro risks
32:45 - Bitcoin vs. AI: capital rotation
37:55 - On-the-ground intel from Asia & Taiwan
40:06 - Any concerns with AI?
44:18 - Apple's AI strategy & Tim Cook stepping down
46:52 - The Ives AI ETF & portfolio construction