# ![@DivesTech Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1082353582228176896.png) @DivesTech Dan Ives

Dan Ives posts on X about ai, tesla, musk, autonomous the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1082353582228176896/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1082353582228176896/c:line/m:interactions.svg)

- [--] Week [-------] -31%
- [--] Month [---------] -28%
- [--] Months [----------] -40%
- [--] Year [----------] +28%

### Mentions: [--] [#](/creator/twitter::1082353582228176896/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1082353582228176896/c:line/m:posts_active.svg)

- [--] Week [--] -39%
- [--] Month [---] +6.60%
- [--] Months [---] -3.20%
- [--] Year [-----] -12%

### Followers: [-------] [#](/creator/twitter::1082353582228176896/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1082353582228176896/c:line/m:followers.svg)

- [--] Week [-------] +0.97%
- [--] Month [-------] +3.30%
- [--] Months [-------] +20%
- [--] Year [-------] +50%

### CreatorRank: [-------] [#](/creator/twitter::1082353582228176896/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1082353582228176896/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  60% [automotive brands](/list/automotive-brands)  44.44% [finance](/list/finance)  #4068 [technology brands](/list/technology-brands)  25.19% [celebrities](/list/celebrities)  7.41% [countries](/list/countries)  6.67% [gaming](/list/gaming)  0.74% [travel destinations](/list/travel-destinations)  0.74%

**Social topic influence**
[ai](/topic/ai) #2303, [tesla](/topic/tesla) #3409, [musk](/topic/musk) 25.19%, [autonomous](/topic/autonomous) 18.52%, [stocks](/topic/stocks) #504, [tech](/topic/tech) #524, [in the](/topic/in-the) 15.56%, [target](/topic/target) 14.07%, [we are](/topic/we-are) 12.59%, [palantir](/topic/palantir) #586

**Top accounts mentioned or mentioned by**
[@cnbc](/creator/undefined) [@elonmusk](/creator/undefined) [@cnbcclosingbell](/creator/undefined) [@grok](/creator/undefined) [@bonsi35115](/creator/undefined) [@techntech42](/creator/undefined) [@zetaglobal](/creator/undefined) [@cnbctech](/creator/undefined) [@bloombergtv](/creator/undefined) [@tesla](/creator/undefined) [@donpalermo5](/creator/undefined) [@sanityninsanity](/creator/undefined) [@gnoble79](/creator/undefined) [@davidri24012971](/creator/undefined) [@hootertrades](/creator/undefined) [@ronjabraham](/creator/undefined) [@fortunemagazine](/creator/undefined) [@squawkcnbc](/creator/undefined) [@cnbcwex](/creator/undefined) [@morganlbrennan](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [ServiceNow Inc (NOW)](/topic/servicenow) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [IBM (IBM)](/topic/ibm) [Oklo Inc. (OKLO)](/topic/$oklo) [Salesforce Inc (CRM)](/topic/$crm) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Iris Energy Limited (IREN)](/topic/$iren) [Shopify Inc (SHOP)](/topic/$shop)
### Top Social Posts
Top posts by engagements in the last [--] hours

"We are initiating on OKLO with an OUTPERFORM and a $26 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 [----] positioning OKLO well long term🔥🏆🐂🍿🌎"  
[X Link](https://x.com/DivesTech/status/1869733054249607337)  2024-12-19T13:14Z 237.9K followers, 115.7K engagements


"Dan Ives one of Wall Streets most famous tech bulls emphasized that DeepSeeks staggering claimsis at least deeply misleading and probably untrue. He compared the news to an elementary school parent finding out that another kids art project was really constructed by an engineer or architect at home @FortuneMagazine https://fortune.com/2025/01/28/deepseek-nvidia-tech-buy-dip/ https://fortune.com/2025/01/28/deepseek-nvidia-tech-buy-dip/"  
[X Link](https://x.com/DivesTech/status/1884326741004480863)  2025-01-28T19:44Z 237.8K followers, 104.5K engagements


"Great to be in Kuala Lumpur Malaysia meeting with tech investors for a few days discussing the AI Revolution and tech stocks into [----] 🏆🔥🐂🍿🎯"  
[X Link](https://x.com/DivesTech/status/1980807313327026410)  2025-10-22T01:23Z 237.8K followers, 46.6K engagements


"We are also making quarterly adjustments to the IVES AI [--] winner list into 2026; removing SoundHound (SOUN) ServiceNow (NOW) and Salesforce (CRM) while adding CoreWeave (CRWV) Iren Limited (IREN) and Shopify (SHOP) 🍿🐂🔥🏆👇 Big Tech will continue to lead the market in [----] along with the 2nd/3rd/4th AI Revolution derivatives playing out with monetization and use cases front and center. We expect tech stocks to be up another 20% in [----] as this next stage of the AI Revolution hits its stride🔥🍿🐂 Big Tech will continue to lead the market in [----] along with the 2nd/3rd/4th AI Revolution"  
[X Link](https://x.com/DivesTech/status/1995473438375391277)  2025-12-01T12:41Z 237.9K followers, 682.3K engagements


"Great to be on @SquawkCNBC with @JoeSquawk @LesliePicker @michaelsantoli discussing Big Tech and the AI Revolution with our top tech [--] stocks into [----] 🏆🐂🍿📺🎯🥳👇🔥 @CNBC @CNBCtech The five AI stocks @DivesTech says will "boom' in 2026: https://t.co/l2uTpIzddT The five AI stocks @DivesTech says will "boom' in 2026: https://t.co/l2uTpIzddT"  
[X Link](https://x.com/DivesTech/status/2005984731159224831)  2025-12-30T12:50Z 237.8K followers, 22.4K engagements


"Microsoft is one of our top tech stocks into [----] as Redmond and Nadella will be the enterprise foundation of the AI Revolution looking forward @SquawkCNBC 🔥🐂🏆🎯 The five AI stocks @DivesTech says will "boom' in 2026: https://t.co/l2uTpIzddT The five AI stocks @DivesTech says will "boom' in 2026: https://t.co/l2uTpIzddT"  
[X Link](https://x.com/DivesTech/status/2006008709206393045)  2025-12-30T14:25Z 237.8K followers, 25.1K engagements


"I will be in Davos Switzerland next week for The World Economic Forum as the AI Revolution takes center stage with leaders from business politics and tech world. Google Amazon Apple IBM Meta Microsoft Nvidia Palantir other tech players. Will give takeaways next wk🔥🐂"  
[X Link](https://x.com/DivesTech/status/2011469370053022188)  2026-01-14T16:04Z 237.8K followers, 19.7K engagements


"Great to be on @CNBCWEX with @MorganLBrennan on the first day of hosting her awesome show along with a great panel of @RyanDetrick and @JimPethokoukis discussing tech markets and the Fed 🏆📺🎯🐂🍿🔥👇 @CNBC @CNBCtech https://www.cnbc.com/video/2026/01/26/dovish-fed-and-market-breadth-fuel-optimism-as-2026-approaches.html&qsearchterm=dan%20ives https://www.cnbc.com/video/2026/01/26/dovish-fed-and-market-breadth-fuel-optimism-as-2026-approaches.html&qsearchterm=dan%20ives"  
[X Link](https://x.com/DivesTech/status/2015777786191876559)  2026-01-26T13:24Z 237.9K followers, 84.8K engagements


"Major focus for Musk and Tesla is the robotaxi buildout FSD progress and volume production plans for Cybercab and Optimus. $2 billion xAI investment a big step forward as AI story coming together for Tesla into [----]. Delivery demand stabilizing. Solid conf call. $600 PT 🐂🏆🔥"  
[X Link](https://x.com/DivesTech/status/2016855914381193495)  2026-01-29T12:48Z 235.8K followers, 86K engagements


"IBM: raising PT to $340. Momentum with IBM's GenAI book of business continues as its backlog reached $12.5 billion well above the prior period of $9.5 billion as the company is seeing strong demand for its expertise with AI agents. 🐂🏆🔥"  
[X Link](https://x.com/DivesTech/status/2016857157124186373)  2026-01-29T12:53Z 236.7K followers, 17.5K engagements


"Look forward to discussing Palantir earnings and tech stocks on @CNBCFastMoney at 5:30 pm with @MelissaLeeCNBC 🏆🔥🐂📺🍿"  
[X Link](https://x.com/DivesTech/status/2018376214226841874)  2026-02-02T17:29Z 236.1K followers, 21.2K engagements


"Great to be on @CNBCFastMoney with @MelissaLeeCNBC talking Nvidia Oracle OpenAI Palantir with a great trader desk of Dan Nathan @GuyAdami @timseymour @CNBC 🏆🔥🍿🐂👇 A new hurdle for the AI trade @Wedbush's @DivesTech weighs in on Nvidia and OpenAI's megadeal stalling and 'too big to fail' concerns hitting tech stocks https://t.co/p2y0TkmNRr A new hurdle for the AI trade @Wedbush's @DivesTech weighs in on Nvidia and OpenAI's megadeal stalling and 'too big to fail' concerns hitting tech stocks https://t.co/p2y0TkmNRr"  
[X Link](https://x.com/DivesTech/status/2018483305650233763)  2026-02-03T00:34Z 236.1K followers, 26K engagements


"Palantir reported its results featuring yet another strong drop the mic quarter of beats across the board while providing FY26 guidance that way exceeded Street estimates.AIP continues to accelerate with US Commercial remaining a core driver of growth. $230 PT🏆🐂🍿"  
[X Link](https://x.com/DivesTech/status/2018650033563095144)  2026-02-03T11:37Z 236.8K followers, 64.5K engagements


"SpaceX and xAI combineTesla next In our view there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The view is this growing AI ecosystem will focus on Space and Earth together.and Musk will look to combine forces 🏆🍿🐂♟🔥"  
[X Link](https://x.com/DivesTech/status/2018652532441325713)  2026-02-03T11:47Z 237.9K followers, 269.2K engagements


"@StockMktTV @sstrazza @JC_ParetsX 🔥"  
[X Link](https://x.com/DivesTech/status/2018654844069065051)  2026-02-03T11:56Z 237.7K followers, [----] engagements


"This AI Arms Race is playing out across Big Tech in this 4th Industrial Revolution.and @elonmusk is focused on combining forces in our view. Smart poker move ♥♠🎯🐂🍿🔥👇 SpaceX and xAI combineTesla next In our view there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The view is this growing AI ecosystem will focus on Space and Earth together.and Musk will look to combine forces 🏆🍿🐂♟🔥 SpaceX and xAI combineTesla next In our view there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The view"  
[X Link](https://x.com/DivesTech/status/2018664628285571477)  2026-02-03T12:35Z 236.4K followers, 30.9K engagements


"@WSJ 🎯🏆🔥🐂🍿 https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-02-03-2026/card/will-elon-musk-merge-tesla-with-spacex-after-xai-deal--gDHw1mYlBsrh6a4HOObL https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-02-03-2026/card/will-elon-musk-merge-tesla-with-spacex-after-xai-deal--gDHw1mYlBsrh6a4HOObL"  
[X Link](https://x.com/DivesTech/status/2018666712783298727)  2026-02-03T12:43Z 237.8K followers, 11.4K engagements


"Dan Ives the veteran analyst at Wedbush: The long-term goal of this merger is to create a new low-cost way to generate AI compute through satellite deployments for space-based data centres to harness solar energy as fuel for its AI ambitions. @thetimes https://www.thetimes.com/business/technology/article/elon-musk-spacex-one-and-a-half-trillion-dollar-value-h2zzmqjq6 https://www.thetimes.com/business/technology/article/elon-musk-spacex-one-and-a-half-trillion-dollar-value-h2zzmqjq6"  
[X Link](https://x.com/DivesTech/status/2018789682948227361)  2026-02-03T20:52Z 236.6K followers, 17K engagements


"Great to be on @BBCWorld with @stevelai discussing SpaceX/xAI merger and what it means for Tesla and Musk in this AI Revolution 🏆🔥🚀📺🐂🍿 @BBCBreaking"  
[X Link](https://x.com/DivesTech/status/2018814235401433098)  2026-02-03T22:29Z 237.7K followers, 14.8K engagements


"🏆🍿🐂 https://www.ibtimes.co.uk/elon-musks-net-worth-races-towards-1t-after-spacex-xai-deal-drives-wealth-above-850b-1776299 https://www.ibtimes.co.uk/elon-musks-net-worth-races-towards-1t-after-spacex-xai-deal-drives-wealth-above-850b-1776299"  
[X Link](https://x.com/DivesTech/status/2019030536166269159)  2026-02-04T12:49Z 237K followers, 10.8K engagements


"Alphabet A+ results and Google Cloud and Search clear standouts. The [--] Capex number we loudly applaud as Google aggressively going after AI Revolution. In a massive position of strength for 2026also positive tea leaves around Apple AI partnership. Positive for tech/chips 🏆🐂"  
[X Link](https://x.com/DivesTech/status/2019188134190137618)  2026-02-04T23:15Z 237.6K followers, 71K engagements


"Great to be on @CNBCWEX with @MorganLBrennan and @jeffkilburg discussing Alphabets robust earnings the software Armageddon trade SpaceX/Tesla and the white knuckles in the tech trade 🔥🍿🏆🐂🎯📺👇 @CNBC @CNBCtech https://www.cnbc.com/video/2026/02/05/why-dan-ives-and-jeff-kilburg-believe-2026-will-be-the-year-for-apple-to-shine.html&qsearchterm=dan%20ives https://www.cnbc.com/video/2026/02/05/why-dan-ives-and-jeff-kilburg-believe-2026-will-be-the-year-for-apple-to-shine.html&qsearchterm=dan%20ives"  
[X Link](https://x.com/DivesTech/status/2019409827987099778)  2026-02-05T13:56Z 236.8K followers, 57.3K engagements


"Alphabets robust numbers and strong Capex guide further solidify the AI trade and monetization path for the tech sector despite this muted reaction @CNBCWEX @MorganLBrennan @jeffkilburg @CNBC 🏆🐂👇📺 Great to be on @CNBCWEX with @MorganLBrennan and @jeffkilburg discussing Alphabets robust earnings the software Armageddon trade SpaceX/Tesla and the white knuckles in the tech trade 🔥🍿🏆🐂🎯📺👇 @CNBC @CNBCtech https://t.co/HZHn4gdzPE https://t.co/GV3zzQaJH0 Great to be on @CNBCWEX with @MorganLBrennan and @jeffkilburg discussing Alphabets robust earnings the software Armageddon trade"  
[X Link](https://x.com/DivesTech/status/2019415350539087961)  2026-02-05T14:18Z 236.7K followers, 28.1K engagements


"Great to be on @BloombergTV with @RomaineBostick and @kgreifeld discussing this software Armageddon sell-off and initial thoughts on Amazons quarter and Capex guide @business 🏆🎯🍿📺🐂👇 .@DivesTech of Wedbush Securities says he's never seen a structural software stock selloff like this in [--] years but he's still bullish on tech stocks. He speaks on "Bloomberg The Close" https://t.co/8A9BnXRIj6 https://t.co/NmQntpyWsB .@DivesTech of Wedbush Securities says he's never seen a structural software stock selloff like this in [--] years but he's still bullish on tech stocks. He speaks on "Bloomberg"  
[X Link](https://x.com/DivesTech/status/2019542834840498482)  2026-02-05T22:45Z 237.6K followers, 35.4K engagements


"@ABC https://abcnews.go.com/Business/new-ai-tool-hammered-software-stocks-week/storyid=129845251 https://abcnews.go.com/Business/new-ai-tool-hammered-software-stocks-week/storyid=129845251"  
[X Link](https://x.com/DivesTech/status/2019552359953691039)  2026-02-05T23:22Z 237.6K followers, 29.1K engagements


"@Benzinga 👇🎯 https://www.benzinga.com/markets/tech/26/02/50437554/dan-ives-says-software-selloff-is-worst-hes-seen-in-25-years-as-microsoft-salesforce-face-brutal-ai-reckoning https://www.benzinga.com/markets/tech/26/02/50437554/dan-ives-says-software-selloff-is-worst-hes-seen-in-25-years-as-microsoft-salesforce-face-brutal-ai-reckoning"  
[X Link](https://x.com/DivesTech/status/2019764244791599485)  2026-02-06T13:24Z 237.9K followers, 12.5K engagements


"@FortuneMagazine 🎯👇 https://fortune.com/2026/02/06/anthropic-claude-opus-4-6-stock-selloff-new-upgrade/ https://fortune.com/2026/02/06/anthropic-claude-opus-4-6-stock-selloff-new-upgrade/"  
[X Link](https://x.com/DivesTech/status/2019817598205190261)  2026-02-06T16:56Z 237.9K followers, 14.6K engagements


"Look forward to discussing this software sell-off and adding Salesforce and ServiceNow to the AI [--] winner list on @CNBCClosingBell at 3:10 pm with @ScottWapnerCNBC @CNBC 🏆🐂🎯👇 We are adding Salesforce and ServiceNow to the IVES AI [--] list after taking them off in early December with this software Armageddon sell-off the last few weeks assuming software/tech behemoths like Salesforce and ServiceNow are structurally brokenand we strongly disagree 🔥🐂 We are adding Salesforce and ServiceNow to the IVES AI [--] list after taking them off in early December with this software Armageddon sell-off"  
[X Link](https://x.com/DivesTech/status/2020889065801851381)  2026-02-09T15:54Z 237.9K followers, 34.1K engagements


"We reiterate our OUTPERFORM on Tesla while raising our price target from $215 to $300 as the sum-of-the-parts story for Tesla now further comes into play with its supercharger network energy business AI driven autonomous path unmatched battery ecosystem and increased scale"  
[X Link](https://x.com/anyuser/status/1667112979706396673)  2023-06-09T10:14Z 238.1K followers, 294.4K engagements


"Palantir is playing chess while others play checkers in the AI Revolution. Raising price target to $120. The bears will continue to be negative on valuationwhile we believe Palantir is the next Oracle or Salesforce 🔥🏆🐂🍿♟"  
[X Link](https://x.com/anyuser/status/1886745443129782273)  2025-02-04T11:55Z 238.1K followers, 569.9K engagements


"We expect another robust performance and "clear beat and raise special" this week from Nvidia that should calm the nerves of investors as the Godfather of AI Jensen lays out the massive demand drivers from Blackwell and AI Capex fueling this 4th Industrial Revolution 🔥🏆🐂🍿"  
[X Link](https://x.com/anyuser/status/1893798795005001776)  2025-02-23T23:03Z 238.1K followers, 1.1M engagements


"We are adding Tesla to the Wedbush Best Ideas List and reiterate our OUTPERFORM rating and $550 price target. 👇🐂"  
[X Link](https://x.com/anyuser/status/1897821823900762432)  2025-03-07T01:29Z 238.1K followers, 454.8K engagements


"Great strategic move by Musk holding this tonight. Needed for Tesla employees and investors. 🏆 Q1 [----] Tesla All-Hands Livestream https://t.co/BqvjcLQo9H Q1 [----] Tesla All-Hands Livestream https://t.co/BqvjcLQo9H"  
[X Link](https://x.com/anyuser/status/1902919876202709415)  2025-03-21T03:07Z 238.1K followers, 167.4K engagements


"Latest tariff thoughts and US Tech 👇"  
[X Link](https://x.com/anyuser/status/1908545270452732369)  2025-04-05T15:40Z 238.1K followers, 2.1M engagements


"Finally the news US tech investors were dreaming ofchips/smartphones/computers exempt from tariffs. US Big Tech spoke and the White House made the right move at the right time. Massive relief for market and tech stocks into Sunday night 🏆👇🐂"  
[X Link](https://x.com/anyuser/status/1911044081318326498)  2025-04-12T13:09Z 238.1K followers, 2.1M 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 🏆🐂🔥👇 Finally the news US tech investors were dreaming ofchips/smartphones/computers exempt from tariffs. US Big Tech spoke and the White House made the right move at the right time. Massive relief for market and tech stocks into Sunday night 🏆👇🐂 https://t.co/t2aA21OJ7C Finally the news US tech investors were dreaming ofchips/smartphones/computers exempt from tariffs. US Big Tech spoke and the White House made the"  
[X Link](https://x.com/anyuser/status/1911081476000760171)  2025-04-12T15:38Z 238.1K followers, 458.3K engagements


"A great dinner at Casa Cipriani New York on an awesome Thursday night in NYC 🌇🏆🕶🍝🔥"  
[X Link](https://x.com/DivesTech/status/1956160082464382988)  2025-08-15T01:04Z 238.1K followers, 39.8K engagements


"We are updating the IVES AI Revolution [--] list reflecting recent momentum in the AI Revolution. We are adding CrowdStrike Roblox GE Vernova and Nebius to our list of [--] tech companies that we believe will define the future of the AI theme over the coming years. 🔥🏆🐂🎯🍿"  
[X Link](https://x.com/anyuser/status/1957224946976854270)  2025-08-17T23:36Z 238.1K followers, 918.1K engagements


"We view this as short lived mini panic moment for tech stocks as we believe tech stocks will have a major rally into the rest of the year as investors look to play the AI Revolution and the 2nd/3rd/4th derivatives now playing out across consumer/enterprise names. Firmly bullish🐂"  
[X Link](https://x.com/anyuser/status/1989306464553304086)  2025-11-14T12:16Z 238.1K followers, 472.4K engagements


"Great to be in San Juan Puerto Rico speaking to tech investors about the AI Revolution and tech stocks into 2026🔥🏆🍿🐂🕶🍿"  
[X Link](https://x.com/DivesTech/status/1996590050868384068)  2025-12-04T14:38Z 238.1K followers, 46.7K engagements


"Heading into [----] this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in [----] and in a bull case scenario $3 trillion by end of 2026.as the AI chapter takes hold at TSLA🍿🔥🏆🐂 @elonmusk"  
[X Link](https://x.com/DivesTech/status/2000524357647425657)  2025-12-15T11:12Z 238.1K followers, 305.4K engagements


"Top [--] Tech Predictions for [----] 🍿🐂🏆🔥👇📱"  
[X Link](https://x.com/DivesTech/status/2001972480421089345)  2025-12-19T11:06Z 238.1K followers, 1.2M engagements


"While the software complex has become a Do Not Enter zone over the past month we believe there are winners and opportunities in software space. These are the Top [--] Software Names that we believe are the top names to own in this software apocalypse: MSFT PLTR CRWD SNOW CRM"  
[X Link](https://x.com/DivesTech/status/2019185212270199152)  2026-02-04T23:04Z 238.1K followers, 114.4K engagements


"Great to be on @BloombergTV with @FerroTV @annmarie @lisaabramowicz1 discussing Alphabet and the software meltdown 🍿🏆📺"  
[X Link](https://x.com/DivesTech/status/2019532252158530005)  2026-02-05T22:03Z 238.1K followers, 13.6K engagements


"This software Armageddon sell-off unlike anything I have seen in [--] yearsthe market is treating this sector and stalwarts like Salesforce and ServiceNow like they are structurally broken business models due to AIwe strongly disagree with this narrative @BloombergTV 🎯👇📺 .@DivesTech of Wedbush Securities says he's never seen a structural software stock selloff like this in [--] years but he's still bullish on tech stocks. He speaks on "Bloomberg The Close" https://t.co/8A9BnXRIj6 https://t.co/NmQntpyWsB .@DivesTech of Wedbush Securities says he's never seen a structural software stock selloff"  
[X Link](https://x.com/DivesTech/status/2019555893797351729)  2026-02-05T23:37Z 238.1K followers, 262.4K engagements


"@FortuneMagazine 🍿🔥 https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/ https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/"  
[X Link](https://x.com/DivesTech/status/2020483940666966114)  2026-02-08T13:04Z 238.1K followers, 15.2K engagements


"A Tuesday note co-authored by Dan Ives global head of technology research at Wedbush Securities said this would mark the largest tie-up across Musks enterprises yet. @NBCNews 🔥🍿🐂🚀 https://www.nbcnews.com/business/markets/markets-will-soon-test-musk-merger-promises-space-based-internet-rcna257827 https://www.nbcnews.com/business/markets/markets-will-soon-test-musk-merger-promises-space-based-internet-rcna257827"  
[X Link](https://x.com/DivesTech/status/2020484627471728796)  2026-02-08T13:07Z 238K followers, 25.2K engagements


"We are adding Salesforce and ServiceNow to the IVES AI [--] list after taking them off in early December with this software Armageddon sell-off the last few weeks assuming software/tech behemoths like Salesforce and ServiceNow are structurally brokenand we strongly disagree 🔥🐂"  
[X Link](https://x.com/DivesTech/status/2020823895931314555)  2026-02-09T11:35Z 238.1K followers, 261.9K engagements


"Great to be on @CNBCClosingBell with @ScottWapnerCNBC discussing this Armageddon software sell-off and adding this morning Salesforce and ServiceNow to the IVES AI [--] winner list 🏆🔥🎯🐂📺👇 Wedbush's @DivesTech on the software pullback and the two names he's adding to his AI [--] list: https://t.co/lnimeLei2G Wedbush's @DivesTech on the software pullback and the two names he's adding to his AI [--] list: https://t.co/lnimeLei2G"  
[X Link](https://x.com/DivesTech/status/2020978418360410305)  2026-02-09T21:49Z 238.1K followers, 19.1K engagements


"This software Armageddon sell-off over the last few weeks is the most structurally head scratching sell-off I have seen in [--] years on the Street @CNBCClosingBell @CNBC 🏆🎯🔥🍿📺🐂👇 Wedbush's @DivesTech on the software pullback and the two names he's adding to his AI [--] list: https://t.co/lnimeLei2G Wedbush's @DivesTech on the software pullback and the two names he's adding to his AI [--] list: https://t.co/lnimeLei2G"  
[X Link](https://x.com/DivesTech/status/2021014693863883242)  2026-02-10T00:13Z 238.1K followers, 49.2K engagements


"Microsoft remains one of our favorite tech names and the sell-off is a golden opportunity @CNBCClosingBell 🏆🍿👇🐂🎯 Wedbush's @DivesTech on the software pullback and the two names he's adding to his AI [--] list: https://t.co/lnimeLei2G Wedbush's @DivesTech on the software pullback and the two names he's adding to his AI [--] list: https://t.co/lnimeLei2G"  
[X Link](https://x.com/DivesTech/status/2021042954526179736)  2026-02-10T02:06Z 238.1K followers, 35K engagements


"Great to be on the @RiskReversal pod with Dan Nathan discussing tech stocks and this eye popping software sell-off 🏆🍿🐂🔥👇 https://m.youtube.com/watchv=S2AuBzVMuEk&feature=youtu.be https://m.youtube.com/watchv=S2AuBzVMuEk&feature=youtu.be"  
[X Link](https://x.com/DivesTech/status/2021754184102523046)  2026-02-12T01:12Z 238.1K followers, 20.4K engagements


"Palantir delivers yet again. Leading software use cases in AI Revolution for both commercial and US government. Another drop the mic performance ♟🔥🐂🍿"  
[X Link](https://x.com/DivesTech/status/2018433801576169723)  2026-02-02T21:18Z 238.1K followers, 55.9K engagements


"The doomsday software call we strongly disagree withsoftware will be a key part of the AI Revolution over the coming years @CNBCClosingBell @CNBC @CNBCtech 🏆🐂🎯👇🔥📺🍿 Wedbush's @DivesTech on the software pullback and the two names he's adding to his AI [--] list: https://t.co/lnimeLei2G Wedbush's @DivesTech on the software pullback and the two names he's adding to his AI [--] list: https://t.co/lnimeLei2G"  
[X Link](https://x.com/DivesTech/status/2020984300687016378)  2026-02-09T22:13Z 238.1K followers, 23.9K engagements


"Salesforce and ServiceNow will be key players in the AI Revolution over the coming years @CNBCClosingBell 🏆📺🎯@CNBC Wedbush's @DivesTech on the software pullback and the two names he's adding to his AI [--] list: https://t.co/lnimeLei2G Wedbush's @DivesTech on the software pullback and the two names he's adding to his AI [--] list: https://t.co/lnimeLei2G"  
[X Link](https://x.com/DivesTech/status/2020991785154048005)  2026-02-09T22:42Z 238.1K followers, 49.6K engagements


"Great to be on @BloombergTV with @daniburgz and @mattmiller1973 discussing this tech sell-off and the Armageddon software sentiment which we view as a major buying opportunity in the AI Revolution future 🏆🔥🐂📺🎯🍿 @business"  
[X Link](https://x.com/DivesTech/status/2021674631384465657)  2026-02-11T19:56Z 238.1K followers, 18.2K engagements


"Great to be on @BloombergTV with @daniburgz and @mattmiller1973 discussing this tech sell-off and the Armageddon software sentiment which we view as a major buying opportunity in the AI Revolution future 🏆👇🔥🐂📺 @business @BloombergTV https://www.bloomberg.com/news/videos/2026-02-11/ives-still-sees-big-winners-despite-software-selloff-video https://www.bloomberg.com/news/videos/2026-02-11/ives-still-sees-big-winners-despite-software-selloff-video"  
[X Link](https://x.com/DivesTech/status/2021789567276171623)  2026-02-12T03:32Z 238.1K followers, 15.2K engagements


"Great to be on @YahooFinance with @juleshyman discussing the tech sell-off and software doomsday investor sentiment that we see as a golden buying opportunity here 🏆🔥🎯🐂📺👇 "This software sell-off will go down as a generational opportunity to own some of the stalwarts because look they're going to be a core part of the AI use cases" Wedbush Securities analyst @DivesTech says. https://t.co/1YDGHEyIIG "This software sell-off will go down as a generational opportunity to own some of the stalwarts because look they're going to be a core part of the AI use cases" Wedbush Securities analyst"  
[X Link](https://x.com/DivesTech/status/2021982454102602184)  2026-02-12T16:19Z 238.1K followers, 25.6K engagements


"Great to always see my friend @Scaramucci in NYC talking tech stocks and this AI sell-off 🔥🏆🐂🎯🍿"  
[X Link](https://x.com/DivesTech/status/2022057779100631047)  2026-02-12T21:18Z 238.1K followers, 22.6K engagements


"TSLA 2Q deliveries 🔥🔥🔥🔥🕶🕶🕶"  
[X Link](https://x.com/anyuser/status/1675536870074118144)  2023-07-02T16:08Z 238.1K followers, 175.5K engagements


"This was a massive delivery beat and will send the Tesla bears back into hibernation mode. The price cuts was a smart poker move for Tesla and paying major dividends in the field especially for the China market. This was a trophy case quarter for Musk & Co. 🏆🐂🔥♟🍿"  
[X Link](https://x.com/anyuser/status/1675539769890095106)  2023-07-02T16:19Z 238.1K followers, 394.1K engagements


"In a nutshell we view Tesla where Apple was in the 2008/2009 period as Cupertino was just starting to monetize its services and golden ecosystem with the Street not seeing the broader golden vision at the time. Raising price target to $350 on sum-of-the-parts valuation. ♟🏆🌊"  
[X Link](https://x.com/anyuser/status/1681974111612854274)  2023-07-20T10:27Z 238.1K followers, 280.3K engagements


"Tesla 🐻 can celebrate today with the mini sell off post q enjoy it. This is just setting the stage for next phase of Tesla growth story to manifest as more scale and battery efficiency take hold: monetizing supercharger batteries FSD into 24/25. Get out the popcorn 🍿🍿🐂♟🌊"  
[X Link](https://x.com/anyuser/status/1682190014975754242)  2023-07-21T00:45Z 238.1K followers, 180.2K engagements


"We are initiating coverage on Palantir with an OUTPERFORM rating and a $25 price target. In a nutshell we believe Palantir has built an AI fortress that is unmatched and poised to be a major player in this AI Revolution over the next decade. PLTR poised to be a key AI player 🏆"  
[X Link](https://x.com/anyuser/status/1684880000242372608)  2023-07-28T10:54Z 238.1K followers, 386.5K engagements


"Raising our price target on Tesla from $310 to $350 based on our increasingly bullish view of further EV share gains and margin stabilization in [----]. We believe Tesla will reach the $1 trillion market cap in [----] as the next phase of growth story underway with Musk & Co. 🔥🐂"  
[X Link](https://x.com/anyuser/status/1737974233425166497)  2023-12-21T23:12Z 238.1K followers, 427.7K engagements


"This morning Tesla announced solid deliveries of 484.5k vehicles in 4Q which beat the Street's expectations of 480k. This was a clear win for Musk and Tesla as hitting [---] million vehicles for [--] was a major achievement with nice momentum into [--]. Big year ahead for TSLA🔥🐂🚗"  
[X Link](https://x.com/anyuser/status/1742184937179042126)  2024-01-02T14:03Z 238.1K followers, 127.4K engagements


"Delaware Court ruling a shocker ruled against Musk/Tesla BUT this now clears the path for the Board to create a new pay package and incentives that could supersede this and could solve lot of the Musk ongoing frustrations. Also could further lock Musk into Tesla. More to come"  
[X Link](https://x.com/anyuser/status/1752461060869640315)  2024-01-30T22:37Z 238.1K followers, 247.2K engagements


"In a watershed moment @elonmusk made a surprise weekend trip to Beijing to meet with a host of high ranking Chinese government officials including Chinese Premier Li Qiang with a laser focus on cutting the ribbon on the long awaited TSLA rollout of FSD software in China 🔥🍿🐂"  
[X Link](https://x.com/anyuser/status/1784583491843223724)  2024-04-28T14:00Z 238.1K followers, 210.2K engagements


"I believe @TeslaBoomerMama played a key role in this outcome. 🔥🏆💎 Thanks @TeslaBoomerMama for your extremely successful support 🎉🎉 Thanks @TeslaBoomerMama for your extremely successful support 🎉🎉"  
[X Link](https://x.com/anyuser/status/1801155187362426943)  2024-06-13T07:30Z 238.1K followers, 110.7K engagements


"Tesla strong 2Q deliveries of 444k nicely ahead of whisper numbers of 420k and Street 438k. In a nutshell the worst is in the rear view mirror as we believe the EV demand story is starting to return to the disruptive tech stalwart ahead of a historical Robotaxi Day Aug 8🐂🔥🍿"  
[X Link](https://x.com/anyuser/status/1808130555851972633)  2024-07-02T13:28Z 238.1K followers, 161K engagements


"We are raising our price target on Tesla from $275 to $300; new bull case of $400. We believe the Tesla demand story has made a significant turn for the positive heading into 2H/2025. Tesla AI story could be worth $1 trillion+ and is the most undervalued AI name in our view🐂🍿🏆"  
[X Link](https://x.com/anyuser/status/1808269373209031018)  2024-07-02T22:39Z 238.1K followers, 345K engagements


"Palantir finally gets into S&P 500been a lot of anticipation on the Street and the day has finally come as the Messi of AI is now at the center of the AI Revolution 🔥🏆🐂🍿"  
[X Link](https://x.com/anyuser/status/1832168071227961761)  2024-09-06T21:24Z 238.1K followers, 110.1K engagements


"We believe Tesla beats the Streets 462k unit delivery bogey with whisper numbers around the 465k - 470k range. We could see a 470k+ number on the heels of strong China demand this quarter. After a bumpy 1H for Tesla we see a much stronger 2H ahead being led by China 🔥🏆🐂🍿"  
[X Link](https://x.com/anyuser/status/1839673180589350960)  2024-09-27T14:27Z 238.1K followers, 112.3K engagements


"We believe the stage is set for tech stocks to move 10%+ higher into year-end and another 20% in [----] with this tech bull market just hitting its next phase led by the AI Revolution. We believe the overall AI infrastructure market oppy could grow 10x from today through [----] 🐂🔥"  
[X Link](https://x.com/anyuser/status/1840449431604170937)  2024-09-29T17:51Z 238.1K followers, 345.1K engagements


"Tesla will be hosting its long-awaited Robotaxi Day event next Thurs 10/10 in LA which we will be attending live for this event. We believe Robotaxi Day will be a historical day for Musk/Tesla and marks a new chapter of growth around autonomous FSD and AI future at Tesla🐂🔥🏆"  
[X Link](https://x.com/anyuser/status/1840836404949168165)  2024-09-30T19:29Z 238.1K followers, 299.5K engagements


"We believe Tesla is the most undervalued AI name in the market and we expect Musk & Co. to unveil some "game changing" autonomous technology next week in LA. We continue to believe AI/FSD represents a $1 trillion of value alone for Tesla over the coming years🏆🔥🐂 Tesla will be hosting its long-awaited Robotaxi Day event next Thurs 10/10 in LA which we will be attending live for this event. We believe Robotaxi Day will be a historical day for Musk/Tesla and marks a new chapter of growth around autonomous FSD and AI future at Tesla🐂🔥🏆 Tesla will be hosting its long-awaited Robotaxi Day"  
[X Link](https://x.com/anyuser/status/1840915882245308890)  2024-10-01T00:45Z 238.1K followers, 235.9K engagements


"Tomorrow Tesla will be hosting its long-awaited Robotaxi event kicking off at [--] pm EST in LA which we will be attending live for this historic event. We continue to believe AI/ FSD represents a $1 trillion of value alone for Tesla over the coming years.big day ahead🔥🏆🍿🐂"  
[X Link](https://x.com/anyuser/status/1844114089087279269)  2024-10-09T20:33Z 238.1K followers, 134.9K engagements


"Great to be at Tesla Robotaxi Day at Warner Brothers Studio in LA 🔥🏆🐂🍿 @Tesla"  
[X Link](https://x.com/anyuser/status/1844538951987757099)  2024-10-11T00:42Z 238.1K followers, 105.1K engagements


"Tesla delivered an early Christmas present for investors as the bulls got a monster margin rebound and a surprisingly strong delivery outlook for [----] which we would characterize as an Aaron Judge-like quarter and guidance. Margins spike and 20%-30% delivery growth in [--] 🏆🔥🐂🍿"  
[X Link](https://x.com/anyuser/status/1849400859240566924)  2024-10-24T10:41Z 238.1K followers, 78.4K engagements


"The biggest positive from a Trump win would be for Tesla/Musk. We believe a Trump win is a negative for the EV industry as the EV rebates/tax incentives get pulled however for Tesla a huge positive for scale/price advantage. A Trump win could add $40-$50 to Tesla's stock 🔥🏆🐂"  
[X Link](https://x.com/anyuser/status/1854049545300156565)  2024-11-06T06:33Z 238.1K followers, 155.4K engagements


"We are raising our price target on Tesla to $400 from $300 as we believe the Trump White House win will be a gamechanger for the autonomous and AI story for Tesla and Musk over the coming years. We estimate the AI/autonomous opportunity is worth $1 trillion alone for Tesla🔥🏆🐂"  
[X Link](https://x.com/anyuser/status/1855940283306831974)  2024-11-11T11:46Z 238.1K followers, 467.8K engagements


"This is exactly in line with our thesis post Trump win and very bullish for @Tesla and the AI/autonomous strategy for @elonmusk 🔥🏆🐂🤝🍿👇 BREAKING: Members of President-elect Donald Trump's transition team have told advisers they plan to make a federal framework for fully self-driving vehicles one of the Transportation Department's priorities easing U.S. rules for self-driving cars. https://t.co/fkeLdAc5Xc BREAKING: Members of President-elect Donald Trump's transition team have told advisers they plan to make a federal framework for fully self-driving vehicles one of the Transportation"  
[X Link](https://x.com/anyuser/status/1858263781668802932)  2024-11-17T21:39Z 238.1K followers, 129.9K engagements


"We expect a drop the mic performance from Nvidia tomorrow night as Godfather of AI Jensen & Co. are the only game in town with $1 trillion of AI Cap-Ex on the way with Nvidia's GPUs the new oil and gold in this world. We believe $2 billion beat/$2 billion guide higher🔥🏆🐂🍿"  
[X Link](https://x.com/anyuser/status/1858854901801009208)  2024-11-19T12:48Z 238.1K followers, 321.8K engagements


"Delaware court rejects Musk pay package againnot a surprise. We expect the Musk $56 billion pay package now goes to appeal in Delaware courts and eventually could go the Federal appeals process depending on next steps. This continues to be a soap opera playing out in Delaware🍿"  
[X Link](https://x.com/anyuser/status/1863710814651195505)  2024-12-02T22:24Z 238.1K followers, 146.7K engagements


"Raising price target on Tesla to $515 as we believe the Trump White House will be a "total game changer" for the autonomous and AI story for Tesla and Musk over the coming years. Bull case is $650 for [----]. AI/autonomous opportunity is worth at least $1 trillion 🔥🏆🐂🍿📍"  
[X Link](https://x.com/anyuser/status/1868365307636801629)  2024-12-15T18:39Z 238.1K followers, 575.4K engagements


"We believe Tesla could reach a $2 trillion market cap by the end of [----] as the company's autonomous vision starts to take shape. Importantly our price target conservatively assumes no value today for Optimus which could be a major upside catalyst for the Tesla story 🔥🏆🐂🍿👇 Raising price target on Tesla to $515 as we believe the Trump White House will be a "total game changer" for the autonomous and AI story for Tesla and Musk over the coming years. Bull case is $650 for [----]. AI/autonomous opportunity is worth at least $1 trillion 🔥🏆🐂🍿📍 Raising price target on Tesla to $515 as we"  
[X Link](https://x.com/anyuser/status/1868414138105618765)  2024-12-15T21:53Z 238.1K followers, 235.5K engagements


"We will see more of these bumpy days (Fed Trump tariff fears) as the bears come out of hibernation after missing a historic tech rally.but ultimately it does not move the needle for a soft landing and bullish backdrop for tech stocks. Our 🐂 playbook since Jan [--] unchanged 🏆"  
[X Link](https://x.com/anyuser/status/1869538913532150202)  2024-12-19T00:23Z 238.1K followers, 202.4K engagements


"We expect tech stocks to be up 25% in [----] as the Street further digests a less regulatory spider web under Trump in the White House with Khan/FTC days in the rear-view mirror stronger AI initiatives within the Beltway and a goldilocks foundation for Big Tech into [----] 🔥🏆🐂"  
[X Link](https://x.com/anyuser/status/1873877365572723044)  2024-12-30T23:42Z 238.1K followers, 441.6K engagements


"TSLA announced its Q4 delivery numbers of 495.6k vehicles below the Streets whisper numbers of 500k. While knee jerk stock will be down we view these as respectable numbers with all of our focus on the [----] growth story and autonomous vision. Buyers today on any sell-off 🐂🔥"  
[X Link](https://x.com/anyuser/status/1874825698088722761)  2025-01-02T14:30Z 238.1K followers, 296.6K engagements


"We are raising our price target on Tesla from $515 to $550 as we have growing confidence in the demand delivery story for [----] along with a fast tracking of the autonomous future under the Trump Administration. We view this as a golden era for Musk and Tesla into [----] 🔥🏆🐂🍿🤝"  
[X Link](https://x.com/anyuser/status/1882035152341373341)  2025-01-22T11:58Z 238.1K followers, 385.7K engagements


"We do not include Optimus yet in our valuation. Bull case is $650 👇 We are raising our price target on Tesla from $515 to $550 as we have growing confidence in the demand delivery story for [----] along with a fast tracking of the autonomous future under the Trump Administration. We view this as a golden era for Musk and Tesla into [----] 🔥🏆🐂🍿🤝 We are raising our price target on Tesla from $515 to $550 as we have growing confidence in the demand delivery story for [----] along with a fast tracking of the autonomous future under the Trump Administration. We view this as a golden era for Musk"  
[X Link](https://x.com/anyuser/status/1882079361656049883)  2025-01-22T14:54Z 238.1K followers, 166.2K engagements


"We are raising our price target on Palantir from $75 to $90 as our recent checks and growing confidence in the company's AI strategy is key to the bull thesis on Palantir for [----]. We believe Palantir has a path to become the next Oracle or Salesforce over the coming years 🏆🐂🔥"  
[X Link](https://x.com/anyuser/status/1882377644769243498)  2025-01-23T10:39Z 238.1K followers, 250.7K engagements


"DeepSeek is a competitive LLM model for consumer use caseslaunching broader AI infrastructure a whole other ballgame and nothing with DeepSeek makes us believe anything different. Its about AGI for Big Tech and DeepSeeks noise. Also no US tech using this tech. Buying oppy"  
[X Link](https://x.com/anyuser/status/1883838844279435277)  2025-01-27T11:25Z 238.1K followers, 799.3K engagements


"Bears missed the historical rally in tech stocks last [--] years and will miss the next [--] years constantly waiting for the black swan to end the AI Revolution trade. From Fed days rumors of Nvidia Blackwell delaysTokyo Black Monday.today no different with DeepSeek.buying oppy DeepSeek is a competitive LLM model for consumer use caseslaunching broader AI infrastructure a whole other ballgame and nothing with DeepSeek makes us believe anything different. Its about AGI for Big Tech and DeepSeeks noise. Also no US tech using this tech. Buying oppy DeepSeek is a competitive LLM model for consumer use"  
[X Link](https://x.com/anyuser/status/1883841825829736932)  2025-01-27T11:37Z 238.1K followers, 479.5K engagements


"No US Global [----] is going to use a Chinese start-up DeepSeek to launch their AI infrastructure and use cases. At the end of the day there is only one chip company in the world launching autonomous robotics and broader AI use cases and that is Nvidia.golden buying oppy 🔥🏆🐂 Bears missed the historical rally in tech stocks last [--] years and will miss the next [--] years constantly waiting for the black swan to end the AI Revolution trade. From Fed days rumors of Nvidia Blackwell delaysTokyo Black Monday.today no different with DeepSeek.buying oppy Bears missed the historical rally in tech stocks"  
[X Link](https://x.com/anyuser/status/1883849577096413521)  2025-01-27T12:08Z 238.1K followers, 808.7K engagements


"The worry of the Street around Tesla is Musk dedicating so much time to DOGE takes away from TSLA and causes brand deterioration. We believe bark way worse than the bite in terms of brand issues and balancing time.our focus remains autonomous future. $550 price target 🏆🔥🐂🍿"  
[X Link](https://x.com/anyuser/status/1889792187082142025)  2025-02-12T21:42Z 238.1K followers, 271.3K engagements


"DeepSeek sell off for Nvidia a few weeks ago is this Pentagon worry sell off for Palantir. Its noise and creates the oppy in our view. Very simply DOD budget cuts and more focus on efficiency bullish for PLTRnot a headwind. They will GAIN more share of DOD budget dollars. 🔥🐂"  
[X Link](https://x.com/anyuser/status/1892414072060031191)  2025-02-20T03:20Z 238.1K followers, 272.7K engagements


"Nvda another robust beat and raise. No weakness in AI Revolution demand. Blackwell demand insane. Tech will digest this and be very bullish on derivatives. Conf call key 🔥🏆🐂🍿"  
[X Link](https://x.com/anyuser/status/1894864654205428109)  2025-02-26T21:38Z 238.1K followers, 117.1K engagements


"Great to be on @SquawkStreet with @SaraEisen @davidfaber @carlquintanilla discussing adding Tesla to our Top Picks list and we view this sell off as a generational buying opportunity in this white knuckle moment for the stock 🔥🏆🐂🍿📺👇 @CNBC https://www.cnbc.com/video/2025/03/07/tesla-selloff-is-an-opportunity-says-wedbush-securities-dan-ives.html https://www.cnbc.com/video/2025/03/07/tesla-selloff-is-an-opportunity-says-wedbush-securities-dan-ives.html"  
[X Link](https://x.com/anyuser/status/1898067322268795242)  2025-03-07T17:44Z 238.1K followers, 194.2K engagements


"We believe this Tesla sell-off is a pure buying opportunity as we believe autonomous is worth $1 trillion alone for the Tesla story @SquawkStreet 🔥🏆🐂 Great to be on @SquawkStreet with @SaraEisen @davidfaber @carlquintanilla discussing adding Tesla to our Top Picks list and we view this sell off as a generational buying opportunity in this white knuckle moment for the stock 🔥🏆🐂🍿📺👇 @CNBC https://t.co/W8iEa2RxGd https://t.co/6dZiapp8BG Great to be on @SquawkStreet with @SaraEisen @davidfaber @carlquintanilla discussing adding Tesla to our Top Picks list and we view this sell off as a"  
[X Link](https://x.com/anyuser/status/1898081212813508954)  2025-03-07T18:40Z 238.1K followers, 182.8K engagements


"Many times with Tesla Apple Google Nvidia Amazon Palantir and others our backs were against the wall and the times appeared dark at that moment.but yet those were the oppy. Our bullish tech calls have been upside down in 2025its painful but not the end of tech bull mkt👇"  
[X Link](https://x.com/anyuser/status/1899210263414350074)  2025-03-10T21:26Z 238.1K followers, 280.4K engagements


"A pivotal moment for Musk and Tesla.autonomous FSD new cheaper EV models all coming on the horizon to drive demandbut this Musk/DOGE political firestorm needs to be contained for the Tesla brand. Investors need to see Musk lead Tesla at this key momentthe time has come"  
[X Link](https://x.com/anyuser/status/1899442145691406404)  2025-03-11T12:47Z 238.1K followers, 202.4K engagements


"We have never been more bullish on Teslas future with autonomous FSD Optimus. That said Musk brand damage/DOGE globally is taking on a life of its ownonly one person can fix this for the future of Teslaits Musk.now is the time in this moment of truth for Musk/Tesla 👇🕛"  
[X Link](https://x.com/anyuser/status/1902637862886998143)  2025-03-20T08:26Z 238.1K followers, 292.7K engagements


"Leaders leadand @elonmusk made a huge step forward in our view with holding a quickly put together all-hands meeting tonite for Tesla employees. This was needed for many reasons (that we have discussed over the last wk) and we applaud Musk doing this. Big step forward 🔥🏆🐂🍿"  
[X Link](https://x.com/anyuser/status/1902924068023591410)  2025-03-21T03:23Z 238.1K followers, 184.9K engagements


"We knew 1Q Tesla deliveries would be soft but these numbers were bad. We are not going to look at these numbers with rose colored glasses.they were a disaster on every metric. Refresh issues but brand crisis key. The time has come for Musk.fork in the road moment for Tesla"  
[X Link](https://x.com/anyuser/status/1907425494401708115)  2025-04-02T13:30Z 238.1K followers, 437.1K engagements


"The tariff numbers are a convoluted set of calculations that appear to be taking each nation's trade surplus by their total imports with the US. If a 9th grader in high school presented this tariff chart to a teacher in a basic econ class the teacher would laugh and say sit down"  
[X Link](https://x.com/anyuser/status/1907736465318031419)  2025-04-03T10:06Z 238.1K followers, 314.9K engagements


"If these tariffs (in current form/rates) hold.it would set the US tech world back a decade in our opinion while China is the clear winner.the US tech supply chain turned upside down overnight and the cost structure will be untenable. Investors know math and the sad reality"  
[X Link](https://x.com/anyuser/status/1908981014141038840)  2025-04-06T20:31Z 238.1K followers, 246.9K engagements


"We believe Tesla along with Nvidia are two of the most disruptive technology companies on the globe over the coming years. BUT.Musk needs to leave the govt take a step back on DOGE and get back to being CEO of Tesla full-time in our view. Big earnings call for Musk Tuesday"  
[X Link](https://x.com/anyuser/status/1914113029542760495)  2025-04-21T00:24Z 238.1K followers, 213.9K engagements


"Musk made the right choiceTesla $TSLA is now up 25% this week. https://t.co/oznWYFu8l9 $TSLA is now up 25% this week. https://t.co/oznWYFu8l9"  
[X Link](https://x.com/anyuser/status/1915808571180155012)  2025-04-25T16:42Z 238.1K followers, 187.7K engagements


"I disagree that the Waymo/Toyota is a groundbreaking deal and a threat to Tesla. Tesla will own the autonomous market in my view and no one can compete with their scale and scope. It starts in Austin in June then the autonomous journey begins. Key chapter of growth. 🔥🐂🏆🍿"  
[X Link](https://x.com/anyuser/status/1917595946336280882)  2025-04-30T15:04Z 238.1K followers, 169.3K engagements


"Raising price target on Palantir to $140 reflecting greater confidence in the PLTR growth story while seeing significant traction across both enterprise and federal landscapes with its AIP product moat unmatched in our view. We view Palantir as a generational tech name to own🐂🏆"  
[X Link](https://x.com/anyuser/status/1919709630080434649)  2025-05-06T11:03Z 238.1K followers, 319.8K engagements


"We are adding a deep dive analysis to our multi-year AI Revolution theme and identifying the [--] tech companies we believe define the future of the AI theme over the coming years. The start of this trillions of AI spending has begun spreading to the rest of the tech world 🏆🔥🐂"  
[X Link](https://x.com/anyuser/status/1920385366336368958)  2025-05-08T07:48Z 238.1K followers, 499.8K engagements


"We believe the golden age of autonomous is now on the doorstep for Tesla with the Austin launch next month kicking off this key next chapter of growth for Musk & Co. and we are raising our price target to $500 reflecting this massive stage of valuation creation ahead. 🔥🏆🐂🍿🏅"  
[X Link](https://x.com/anyuser/status/1925841823282393561)  2025-05-23T09:10Z 238.1K followers, 219.3K engagements


"WIth all the world and markets watching.the Godfather of AI Jensen and Nvidia delivered another robust quarter handily beating the Street yet again. Nvidia delivered $44 billion in revenue and beat the Street by roughly $800 million and solid guide. Bullish for tech 🏆🔥🐂🍿"  
[X Link](https://x.com/anyuser/status/1927845077554004286)  2025-05-28T21:50Z 238.1K followers, 187.5K engagements


"We believe this fight in the sandbox between Musk and Trump will be resolved soon and this feud can end and Musk can focus back on Tesla and autonomous. Musk needs a friend in the White House and we believe Musk/Trump will makeup and be friends again. Tesla way oversold here 🤝🍿"  
[X Link](https://x.com/anyuser/status/1930911687420399691)  2025-06-06T08:56Z 238.1K followers, 177.3K 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 🔥🏆🍿🐂"  
[X Link](https://x.com/anyuser/status/1931774968985264232)  2025-06-08T18:06Z 238.1K followers, 159.1K engagements


"This is an important step with Musk apologizing for some of his back and forth with Trump the battle between the former BFFs. Musk needs Trump and Trump needs Musk. We believe this is an important step to the two becoming friends again and allies on a number of topics. 🔥🏆🍿🎯🐂"  
[X Link](https://x.com/anyuser/status/1932762984817799591)  2025-06-11T11:32Z 238.1K followers, 74.6K engagements


"The golden era of autonomous for Tesla officially kicks off on Sunday in Austin. We view this autonomous chapter as one of the most important for Musk and Tesla.as we believe the AI future at Tesla is worth $1 trillion to the valuation alone over the next few years. 🔥🏆🐂🎯🍿"  
[X Link](https://x.com/anyuser/status/1936003899879833828)  2025-06-20T10:11Z 238.1K followers, 196.5K engagements


"The market will view this Iran threat as now gone and that is a positive for growth in the broader Middle East and ultimately the tech sector. It will take some time for this conflict to settle but the market will view the worst is now in the rear-view mirror. Expect stocks up"  
[X Link](https://x.com/anyuser/status/1936772081804292391)  2025-06-22T13:03Z 238.1K followers, 706K engagements


"Great to have my team ride in the robotaxi in Austin with the awesome @herbertong 🔥🏆🐂🎯 @Tesla @elonmusk @robotaxi @TeslaBoomerMama 🕺"  
[X Link](https://x.com/anyuser/status/1936917840956674485)  2025-06-22T22:42Z 238.1K followers, 110.7K engagements


"A big day in the history of @Tesla and AI Revolution @elonmusk 🔥🏆🐂🎯👇 The first fully autonomous delivery of a Tesla Model Y from factory to a customer home across town including highways was just completed a day ahead of schedule Congratulations to the @Tesla_AI teams both software & AI chip design The first fully autonomous delivery of a Tesla Model Y from factory to a customer home across town including highways was just completed a day ahead of schedule Congratulations to the @Tesla_AI teams both software & AI chip design"  
[X Link](https://x.com/anyuser/status/1938684007387984073)  2025-06-27T19:41Z 238.1K followers, 119K engagements


"Tesla to be weak this morning as the Street will show concern that the Trump and Musk once BFF relationship now backfires and turns into a junior high school friendship gone bad into an enemy. At the end of the day Musk needs Trump and Trump needs Musk. Will settle down 🥊🤝"  
[X Link](https://x.com/anyuser/status/1940022572625600815)  2025-07-01T12:19Z 238.1K followers, 177.4K 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 🔥🏆🐂"  
[X Link](https://x.com/anyuser/status/1940406466219012139)  2025-07-02T13:45Z 238.1K followers, 112.4K 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"  
[X Link](https://x.com/anyuser/status/1941846634893115791)  2025-07-06T13:08Z 238.1K followers, 451.9K engagements


"Tesla Board of Directions.take the following [--] steps in our view [--]. New pay package getting Musk to 25% voting control. Clears a path for xAI merger. [--]. Guardrails established for amount of time Musk spends at Tesla as part of pay package [--]. Oversight on political endeavors 🎯"  
[X Link](https://x.com/anyuser/status/1942537554387165494)  2025-07-08T10:53Z 238.1K followers, 1.2M engagements


"Raising price target on Palantir to $160 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 [--] months. We believe Palantir has a "golden path to become an AI stalwart the next few years 🐂🔥🎯🍿"  
[X Link](https://x.com/anyuser/status/1943243085200138484)  2025-07-10T09:37Z 238.1K followers, 311.6K 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 [--] Tech names 🔥🏆🐂"  
[X Link](https://x.com/anyuser/status/1945437513101005269)  2025-07-16T10:57Z 238.1K followers, 252K 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 🔥🐂"  
[X Link](https://x.com/anyuser/status/1947612852660941287)  2025-07-22T11:01Z 238.1K followers, 166K 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 $1 trillion to the story. Thats our bull thesis and focus for Tesla🔥🏆🐂"  
[X Link](https://x.com/anyuser/status/1948349328197570954)  2025-07-24T11:47Z 238.1K followers, 416.1K engagements


"Tesla Board comp package to Musk removes an overhang. This should solidify Musk as CEO for Tesla at least until [----] in our view. Helps resolve some of the Delaware comp soap opera that has been a cloud over the name. 🏆"  
[X Link](https://x.com/anyuser/status/1952316324819898878)  2025-08-04T10:30Z 238.1K followers, 279.5K engagements


"The @Tesla Board made the right move here for shareholders and @elonmusk. The biggest asset of Tesla is Muskwith the AI strategic path now ahead 🏆🔥🐂🍿 Tesla Board comp package to Musk removes an overhang. This should solidify Musk as CEO for Tesla at least until [----] in our view. Helps resolve some of the Delaware comp soap opera that has been a cloud over the name. 🏆 Tesla Board comp package to Musk removes an overhang. This should solidify Musk as CEO for Tesla at least until [----] in our view. Helps resolve some of the Delaware comp soap opera that has been a cloud over the name. 🏆"  
[X Link](https://x.com/anyuser/status/1952334670747652242)  2025-08-04T11:43Z 238.1K followers, 134K engagements


"Tesla Board made the right decision and we are big fans on this pay package for Musk. Big goals for Musk and Tesla in this comp package as the AI Revolution takes hold and Tesla heads down the autonomous and robotics path 🏆🐂🔥🎯"  
[X Link](https://x.com/anyuser/status/1963936719029547367)  2025-09-05T12:06Z 238.1K followers, 128.1K engagements


"We believe Tesla and Musk are heading into a very important chapter of their growth story as the AI Revolution takes hold and the Robotaxi opportunity is now a reality on the doorstep. We estimate the AI and autonomous opportunity is worth at least $1 trillion alone for Tesla🐂🔥"  
[X Link](https://x.com/anyuser/status/1967356127064285259)  2025-09-14T22:33Z 238.1K followers, 221.8K engagements


"We are raising price target on Tesla to $600 reflecting our view that an accelerated AI autonomous path is now on the horizon in [----] and investors are underestimating the major transformation underway. We believe this will be the biggest growth chapter in Teslas history 🔥🐂"  
[X Link](https://x.com/anyuser/status/1971513792975806676)  2025-09-26T09:54Z 238.1K followers, 523.4K engagements


"Musk is Tesla and Tesla is Musk.the pay package approval is a big step in the right direction for the AI story at Tesla 🔥🏆🐂🎯🍿"  
[X Link](https://x.com/anyuser/status/1986560366763970902)  2025-11-06T22:24Z 238.1K followers, 64.8K engagements

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