From the Desk of Anthony Pompliano Stock Expert Dan Ives Says Now Is NOT The Time To Get Bearish
Nov 6, 2025
Dan Ives, a veteran Wall Street technology analyst and ETF manager, shares insights on why now is not the time to be bearish. He emphasizes strong corporate earnings and rising tech investments despite concerns about market overvaluation. Ives discusses the strategic importance of AI, predicting a tech bull market driven by it. He highlights the potential of early power plays, the evolving landscape of cybersecurity, and the competitive dynamics between the U.S. and China in AI. Plus, Ives sees Palantir soaring as a key AI platform.
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Macro Setup Supports A Multi-Year Tech Rally
- Fed cuts, liquidity on the sidelines, and AI-driven productivity point to extended tech upside.
- Ives expects a multi-year tech bull with NASDAQ potentially much higher as cuts arrive.
Treat China Competition As Validation
- Use competition from China as a validation of U.S. progress rather than a reason to panic.
- Invest where data, use cases, and hyperscaler leadership create durable advantages.
Use Bearish Bets As Buying Signals
- View short positions from skeptics as potential buying opportunities if fundamentals hold.
- Focus on long-term fundamental winners rather than short-term bearish calls.