Dan Ives on AI, Tesla, SpaceX, Coreweave, and more

Take a trip to Korea, Taiwan, see what the demand looks like. And see if you come back here and you're still as bearish. I I think that's the that's the one day I think a lot of times when I talk to some of the very, very bearish investors, I'll be like, "Have you ever been to Taiwan or

Korea before?" They're like, "No, but." So, I think that's the one day I would say is that [music] What's going on, guys? Today, we have an excellent conversation with Dan Ives, the goat. He is here to tell us all about the AI trade. He's a partner at Yorkville Ives, and he just went to Korea, and he was on

the ground. This is a report from the front lines of what he saw, where the demand is coming from, and why all the AI bears, they are wrong. On top of that, we talk about SpaceX and Tesla. Is the merger going to happen? What are the ramifications? How should investors think about actually playing this? Then,

we get into what's going on with CoreWeave, and what maybe Dan actually agrees with the bears on. Why he thinks that it's not as big of a deal as the bears believe. And then, he takes a step back, and he looks at midterms, interest rates, and many of the other themes that are going to influence the stock market

into the end of the year. I think you're going to enjoy this conversation. Here it is with Dan Ives. All right, Dan, you recently went to Korea. Let's get a report from the front lines. Korea seems to be one of the most important countries when it comes to the AI trade and a lot of the kind of

momentum that's going on in the stock market. What did you find when you went there? I mean, memory, if I look at demand, it's probably up about 30% in the last 4 to 6 weeks. So, so to me, you know, when you think about the nervousness, the jitters, seeing CoreWeave AI trade, it all comes down to