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@DivesTech
"The Mag Seven friends could reunite at the party over the next year but it all depends on how they navigate the AI revolution said Dan Ives the Wedbush managing director. @WSJ @WSJbusiness π₯πππΏπ―" @DivesTech on X 2025-07-20 14:21:42 UTC 195.2K followers, 28.9K engagements
"Nvidia Palantir Microsoft Meta and Tesla-our Top X names in tech for the second half of the year. golden age of tech here with AI Revolution ππ₯πΊπ―ππ @CNBCFastMoney @CNBC @CNBCtech" @DivesTech on X 2025-07-17 00:39:27 UTC 195.2K followers, 94.5K engagements
"Tesla announced its 2Q delivery numbers this morning which came in at 384k vehicles well above Street whisper numbers of 365k vehicles which was better than feared as the company saw success with its Model Y refresh cycle in the quarter. China rebound. Big step forward π₯ππ" @DivesTech on X 2025-07-02 13:45:27 UTC 195.2K followers, 111.8K engagements
"Nvidia resuming H20 chip sales in China is a gamechanger in our view. Trump knows there is one chip in the world fueling the AI Revolution and its Nvidia. Giving green light to Jensen/Nvidia all part of negotiations with China. Nvidia gets $XX billion+ annual biz back ππ₯π" @DivesTech on X 2025-07-15 07:56:52 UTC 195.2K followers, 235.3K engagements
"We expect more good news next week from Redmond as Nadella & Co. will deliver another robust quarter driven by the Al Revolution. The Scottie Scheffler of software is firing on all cylinders as this cloud stalwart is front and center as the core AI enterprise foundation π₯πππΏ" @DivesTech on X 2025-07-25 09:36:16 UTC 195.2K followers, 14.2K engagements
"Great to be speaking with @Wedbush clients at an another LA dinner event about the AI Revolution and tech stocks at the Santa Ana Country Club in Orange Countyππ₯ππ―πΊπΏβ" @DivesTech on X 2025-07-18 00:45:41 UTC 195.2K followers, 33.7K engagements
"Great to be on @asiasquawkbox with @MartinSoong and @cherykang discussing Big Tech earnings and the AI Arms Race between US and China and what this means for Nvidia looking ahead and our tech bull thesis ππ₯πΏππΊ @CNBC @CNBCi" @DivesTech on X 2025-07-25 08:13:02 UTC 195.2K followers, 12.2K engagements
"We believe Tesla making a big investment in xAI is a key step forward and something @elonmusk supports. We believe getting Musk to XX% voting level is key for AI all of this will be the focus of Board among other things as we discussed. π₯π―π" @DivesTech on X 2025-07-14 08:53:17 UTC 194.5K followers, 148.4K engagements
"Look forward to previewing a key Tesla earnings report and Robotaxi commentary from Musk on deck with @ScottWapnerCNBC at X pm on @CNBCClosingBell @CNBC ππ₯ππΏπ―π" @DivesTech on X 2025-07-23 12:04:10 UTC 195.2K followers, 43.2K engagements
"Alphabets quarter/comments should alleviate investor caution around the perceived risks of generative AI on Search biz. These concerns are overdone with Alphabet validating its ability to navigate this period of transition. Doubling down on AI Capex is bullish $XXX PTππ₯π―" @DivesTech on X 2025-07-24 12:06:17 UTC 195.2K followers, 29.8K engagements
"Will be discussing Musk heading deeper down the political path and what it means for Tesla on @BloombergTV at 6:30 am with @FerroTV @lisaabramowicz1 @annmarie @business πΊπ" @DivesTech on X 2025-07-07 08:54:53 UTC 194.5K followers, 52.1K engagements
"Musk diving deeper into politics and now trying to take on the Beltway establishment is exactly the opposite direction that most Tesla investors want him to take during this crucial period for Tesla. We get why Musk doing thisjust causing exhaustion from many investors" @DivesTech on X 2025-07-06 13:08:10 UTC 195.2K followers, 448.8K engagements
"Ives recently introduced his namesake AI Revolution ETF which trades under the ticker you guessed it $IVES; it amassed $XXX million assets under management in its first XX days of trading. @andrewrsorkin @dealbook @IanFrisch @nytimes @nytimesbusiness π₯πππ―πΏπ" @DivesTech on X 2025-06-28 14:17:54 UTC 194.6K followers, 37.9K engagements
"Alphabet is on AI offensive mode no longer defense.very bullish π₯πππ― @CNBCClosingBell" @DivesTech on X 2025-07-23 21:21:37 UTC 195.2K followers, 44.4K engagements
"Great to be at @penn_state staying at the awesome @NittanyLion for an epic Arts Fest weekend π₯ππΆπΊ πΌ" @DivesTech on X 2025-07-12 00:10:30 UTC 195.2K followers, 41.6K engagements
"Tesla Board of Directions.take the following X steps in our view X. New pay package getting Musk to XX% voting control. Clears a path for xAI merger. X. Guardrails established for amount of time Musk spends at Tesla as part of pay package X. Oversight on political endeavors π―" @DivesTech on X 2025-07-08 10:53:38 UTC 195.2K followers, 1.2M engagements
"Great to be having breakfast with my good friend @frankmottek in Santa Monica ππ₯πΆππ³βπ§πβ" @DivesTech on X 2025-07-18 16:00:36 UTC 195.2K followers, 22.5K engagements
"We are initiating on OKLO with an OUTPERFORM and a $XX price target. View Oklo as a key second derivative play for AI and data center buildout through nuclear. AI initiatives with necessary computing power expected to grow 10x by 2030 positioning OKLO well long termπ₯πππΏπ" @DivesTech on X 2024-12-19 13:14:32 UTC 195K followers, 115.4K engagements
"We believe the autonomous business is worth $X trillion to Tesla and speaks to our $X trillion valuation for this AI winner @CNBCClosingBell ππ₯ππ―πΏπΊ @CNBC @CNBCtech π" @DivesTech on X 2025-07-23 20:33:33 UTC 195.2K followers, 68.2K engagements
"Great to be on @BloombergTV with @FerroTV @lisaabramowicz1 @annmarie discussing the AI Revolution hitting its next gear of growthπ₯ which is very bullish for the tech sector and Big Tech earnings from Tesla and Alphabet @business π₯πππΏπ―πΊπ" @DivesTech on X 2025-07-24 12:34:07 UTC 195.2K followers, 49.9K engagements
"We could see a tech rally for the ages on Monday. White House made the right move at the right time and this changes the entire narrative for Big Tech with these exemptions πππ₯π" @DivesTech on X 2025-04-12 15:38:24 UTC 195.2K followers, 457.4K engagements
"Alphabet is starting to turn AI into a major tailwindthe demise of search is way overdone. Huge Capex step-up very bullish indicator π₯ππ @BloombergTV" @DivesTech on X 2025-07-24 14:30:39 UTC 195.2K followers, 31K engagements
"Look forward to discussing the AI Revolution hitting its next stage of growth and Alphabet and Tesla earnings recaps on @BloombergTV at 6:30 am with @FerroTV @lisaabramowicz1 @annmarie ππ₯ππΏπ―πΊ@business" @DivesTech on X 2025-07-24 08:00:54 UTC 195.2K followers, 20.8K engagements
"We believe the AI and autonomous future has begun at @Tesla @CNBCClosingBell ππ₯ππ―πΏπ" @DivesTech on X 2025-07-23 20:10:57 UTC 195.2K followers, 29.7K engagements
"With @elonmusk as a wartime CEO at @Tesla we are seeing the autonomous and robotics vision start to take shape. Tesla and Nvidia remain our X best physical AI plays over the next few years @CNBCClosingBell π₯ππ―ππΏπ" @DivesTech on X 2025-07-23 21:53:12 UTC 195.2K followers, 84.5K engagements
"Great to be speaking with @Wedbush clients at an event about the AI Revolution and tech stocks at the Mountain Gate Country Club in Los Angeles ππ₯ππ―πΊπΏβ" @DivesTech on X 2025-07-17 02:18:28 UTC 195.2K followers, 89.8K engagements
"Look forward to discussing tech stocks with a focus on the AI Revolution and cyber security names on @CNBCWEX with @FrankCNBC at 5:30 am π₯πππ―πΏπΊ" @DivesTech on X 2025-07-14 07:02:01 UTC 195K followers, 19.7K engagements
"Raising price target on Palantir to $XXX as our recent checks and growing confidence in the company's AI strategy is key to the bull thesis on Palantir playing out for the next XX months. We believe Palantir has a "golden path to become an AI stalwart the next few years ππ₯π―πΏ" @DivesTech on X 2025-07-10 09:37:09 UTC 195.2K followers, 309.7K engagements
"Tech stocks will have a very strong second half of the year kicking off with a robust 2Q tech earnings season on the doorstepwith the Al Revolution tailwinds now accelerating across semis software consumer. Nvidia Meta Microsoft Palantir Tesla our Top X Tech names π₯ππ" @DivesTech on X 2025-07-16 10:57:02 UTC 195.2K followers, 250.4K engagements
"Great to be on @OutFrontCNN @ErinBurnett with my good friend @EinsteinoWallSt discussing the tension between Trump and Powell in todays Fed building visit πΏπΊπ₯π @CNN" @DivesTech on X 2025-07-25 01:02:13 UTC 195.2K followers, 18.6K engagements
"We would be buyers on any Tesla weakness. This is an AI story and the autonomous and robotics future is the future. Deliveries under near term pressurebut Musk is driving AI future and autonomous worth $X trillion to the story. Thats our bull thesis and focus for Teslaπ₯ππ" @DivesTech on X 2025-07-24 11:47:33 UTC 195.2K followers, 398.4K engagements
"Great to be on @YahooFinance with @juleshyman discussing Tesla and Alphabet. We believe @Tesla sell-off is a major buying opportunity as we focus on the autonomous and AI future. Our bull thesis is focused on Robotaxi expansion autonomous robotics and the AI future. π₯ππ" @DivesTech on X 2025-07-24 14:43:13 UTC 195.2K followers, 81.2K engagements
"Great to be on @CNBCClosingBell with @ScottWapnerCNBC discussing what to expect from Alphabet and Tesla with the AI Revolution hitting its next gear of growth in this tech bull market. Great discussion with @Jason_Snipe πππ₯π―πΏπΊπ" @DivesTech on X 2025-07-23 19:58:02 UTC 195.2K followers, 23.2K engagements
"Heading into Tesla earnings investors are seeing more of a "wartime CEO" as Elon is laser focused on the Robotaxi expansion in Austin with more cities soon on the docket for this key autonomous initiative. Front and center are the AI endeavors along with stabilizing demand π₯π" @DivesTech on X 2025-07-22 11:01:03 UTC 195.2K followers, 161.1K engagements
"Trump/Musk going from BFFs to frenemies does not change our bullish view of the autonomous path looking forward. Trump we still expect to have green light regulatory federal framework for autonomous looking forward regardless of this feud. Musk driving Teslas AI future π₯ππΏπ" @DivesTech on X 2025-06-08 18:06:57 UTC 195.2K followers, 158.8K engagements