Part 6/9:
Discussing industry giants like Apple and Nvidia, Ives expressed unwavering confidence in their potential for 2025 growth. Stock projections for Nvidia range between $180 and $200, while Apple is forecasted at $300 to $350. Ives underscored that the consumer AI revolution will have a significant impact from Cupertino, impacting how investors perceive Apple moving forward.
Amidst rising demand for AI technologies, Ives believes companies like Palantir and ServiceNow are beginning to find successful monetization strategies. He points out that demand is compounding, and the stock bears’ skepticism will likely cause them to miss out on key opportunities as they have in previous tech revolutions.