Brew Markets Hot Stocks with Dan Ives and His AI Revolution ETF
Sep 20, 2025
Dan Ives, Global Head of Technology Research at Wedbush Securities and founder of the AI Revolution ETF, shares his insights on the evolving landscape of AI and technology investing. He discusses his bullish outlook on stocks like Palantir, Nvidia, and Tesla, along with his role on the board of Eightco Holdings. Ives also highlights the transformative impact of AI across various industries. In lighter news, there's optimism about falling coffee prices thanks to favorable conditions in Brazil and Vietnam.
AI Snips
Chapters
Transcript
Episode notes
Assess Leadership Fit Case‑By‑Case
- Investors should monitor whether AI companies have hands‑on engineering leadership but also study company‑specific fit.
- Dan warns there's no single CEO profile that guarantees AI success; evaluate each business individually.
Research‑Driven ETF Grows Quickly
- IVES ETF reached roughly $700M AUM within months by applying field research to picks and quarterly rebalancing.
- Dan emphasizes active research and dynamic selection rather than static indexing.
Use Focused ETFs For AI Exposure
- Use an ETF like IVES to access a focused, research‑driven AI basket rather than only holding mega‑cap tech.
- Rebalance exposure quarterly to capture evolving AI winners and derivatives.