Part 6/10:
Regarding Meta (formerly Facebook), Ives sees its recent bond issuance and strategic investments as part of an AI arms race, asserting that the company remains undervalued and poised for growth. Similarly, Palantir was cited as an example of a misunderstood stock, which has rebounded after heavy trading and skepticism. Ives believes Palantir continues to underestimate its potential to shape the technological landscape.
Nvidia and Geopolitical Developments
Ives discusses Nvidia's critical role in the AI revolution, especially amidst US-China trade talks. He highlights that recent negotiations have opened the door for Nvidia and AMD to continue selling chips into China, which is vital given Nvidia's dominance in AI hardware.