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Dan Ives: MSFT, NVDA, PLTR, SPCX & the AI “Memory Supercycle”

Bullish Gator

Dan Ives calls MSFT an AI inflection point, backs NVDA’s demand outlook, rebuts PLTR criticism, views SpaceX as multi-year growth, and outlines AI volatility and a ‘memory supercycle.’

Editorial companion

What stands out

Dan Ives opened by calling Microsoft’s latest earnings an "inflection point" and argued Nvidia has the "best viewpoint" on artificial intelligence (AI) demand, while defending Palantir and dubbing a possible