Everyone Is Wrong - Dan Ives Just Revealed The Real 3 Stocks Owning the AI Era, Are You Missing Out?

Ajouté : 2026-06-07

[00:00:05]Wall Street is facing a massive ideological split and your portfolio is caught right in the crosshairs.

[00:00:11]On one side, Goldman Sachs CEO David Solomon is sounding the alarm warning that the market is fueled by pure greed over fear and that the breathtaking artificial intelligence buildout is ripe for a sudden violent sentiment shift.

[00:00:26]It's an easy narrative to buy into if you are watching the massive capital expenditure numbers.

[00:00:31]Big Tech is projected to deploy a staggering $1 trillion globally in CapEx next year alone. A figure so massive it has defensive investors bracing for a dot-com style collapse.

[00:00:43]But if you are trading on fear, Wedbush's star analyst Dan Ives says you are completely mispricing the market.

[00:00:50]Dismissing bubble anxieties entirely, Ives reminds us that we are merely in the third inning of a nine-inning AI revolution.

[00:00:58]This isn't a speculative hype cycle. It is a structural multi-year monetization wave.

[00:01:04]The infrastructure buildout from the world's leading hyperscalers is accelerating at a pace that traditional financial models fail to capture.

[00:01:12]While the macro bears focus on short-term market noise, the smart money is tracking the raw processing power, cloud expansion, and enterprise software adoption that will define the next decade.

[00:01:24]To trade this revolution successfully, you have to follow the infrastructure footprint. We are tracking three powerhouse stocks perfectly positioned to ride the exact long-term wave Dan Ives is betting on. Companies sitting directly at the intersection of exponential cloud demand, critical data architecture, and next-generation processing infrastructure.

[00:01:44]Let's dive in.

[00:01:45]Let's begin with the crown jewel of enterprise technology, Microsoft, ticker symbol MSFT.

[00:01:53]While it has recently lagged behind its Magnificent Seven peers, this temporary dislocation creates a phenomenal generational setup for investors.

[00:02:02]The market is gripped by a SAS apocalypse panic, fearing AI will commoditize traditional software and crush margins.

[00:02:09]Consequently, Microsoft's capital expenditures hit a staggering $31.9 billion last quarter, with guidance ramping past $40 billion next quarter.

[00:02:20]However, the smart money, including Bill Ackman, who recently built a massive $2.1 billion stake, looks right past this noise.

[00:02:29]Bears miss Microsoft's bulletproof business model and masterful shift into the agentic era.

[00:02:35]In May, it launched its first new enterprise pricing tier in a decade. The Microsoft 365 E7 frontier suite, priced at $99 per user per month.

[00:02:46]This genius pivot transitions the company to a highly predictable, high-margin per human subscription model, ensuring it captures recurring revenue without absorbing volatile compute costs as autonomous assistants proliferate.

[00:03:00]Furthermore, Microsoft neutralized OpenAI de-exclusivity risks by integrating multiple foundational models, including Anthropic's Claude, into its interface.

[00:03:11]As the ultimate enterprise distribution layer, it routes workloads to the cheapest model behind the scenes, aggressively defending gross margins.

[00:03:20]Financially, the engine is accelerating.

[00:03:22]Last quarter, overall revenue climbed 15% and EPS surged 18%.

[00:03:28]Cloud revenue grew 29% to cross $54 billion, while the AI annual run rate exploded 123% to eclipse $37 billion.

[00:03:39]Future catalysts include Microsoft Scout, an always-on autonomous assistant unveiled at the Build conference, and custom hardware like the Sirius 3 nanometer Maia 200 AI accelerator and Cobalt 100 chips.

[00:03:54]The live Maya 200 delivers a 30% tokens per dollar improvement over legacy silicon.

[00:04:00]Long-term, its Majorana 1 chip packs 1 million qubits for quantum dominance.

[00:04:06]Trading at a compelling 26 to 27 times forward earnings, MSFT is built to dominate.

[00:04:12]Transitioning from the software layer to the absolute king of data infrastructure, our second stock is Alphabet, ticker symbol g o o g l.

[00:04:22]Completely silencing critics, Alphabet has engineered an incredible operational turnaround.

[00:04:28]Analysts spent two years worrying that generative AI would cannibalize Google's search moat, but Alphabet flipped the narrative, proving it owns both the data and the physical infrastructure powering the AI revolution.

[00:04:40]>> [music] >> The raw numbers from Mountain View are breathtaking.

[00:04:43]Last quarter, Alphabet delivered 22% year-over-year revenue growth, scaling to nearly 110 billion dollars.

[00:04:51]The real explosion is in Google Cloud, where revenue rocketed 63% year-over-year to a 20 billion-dollar quarterly pace, fueled by an unprecedented 462.3 billion-dollar cloud backlog. Over 230 billion dollars of which is contracted to hit the top line by mid-2028.

[00:05:11]Demand is so white-hot that CEO Sundar Pichai admitted the company is severely compute constrained, leaving billions on the table because they cannot build data centers fast enough.

[00:05:22]This massive operating leverage caused cloud operating margins to nearly double in 12 months, surging from 17.8% to 32.9%.

[00:05:32]Crucially, Alphabet is quietly transitioning into a dominant global silicon merchant. Historically kept for internal research, Alphabet is now aggressively selling complete custom Tensor Processing Unit TPU systems to outside clients, targeting 10% of Nvidia's annual revenue.

[00:05:50]Massive multi-billion dollar deals with Anthropic and Meta Platforms have already validated this hardware, delivering staggering cost efficiencies across its tech stack.

[00:06:01]To fund this expansion, Alphabet executed a masterful offensive playbook, raising 84.75 billion dollars in fresh equity. This raise de-risks the balance sheet, pushes pro forma cash to 207 billion dollars, and fully funds an aggressive 180 to 190 billion dollar capital expenditure cycle.

[00:06:22]Berkshire Hathaway provided the ultimate institutional validation, anchoring the deal with a 10 billion dollar private placement at a negotiated discount.

[00:06:30]Trading at a reasonable 26 times forward earnings with 21% top-line growth, Alphabet proves that this time it really is different.

[00:06:40]Leaving Alphabet's silicon empire behind to look at the absolute leviathan of cloud compute footprint brings us to our third stock, Amazon, ticker symbol AMZN.

[00:06:51]While the stock has seen less dramatic near-term appreciation than its mega-cap peers, this creates a spectacular arbitrage opportunity.

[00:06:59]Mainstream markets under appreciate Amazon, treating it primarily as an e-commerce giant with a cloud attachment. In reality, Amazon is weaponizing its unmatched footprint, deploying the tech sector's largest capital expenditure budget to capture the next monetization wave.

[00:07:16]The core numbers are staggering.

[00:07:19]Amazon Web Services remains the undisputed global leader in cloud infrastructure, used by over 90% of the Fortune 100.

[00:07:27]AWS recently posted 28% year-over-year revenue growth, pushing its annualized run rate past 150 billion dollars, backed by 48 billion dollars in trailing 12-month operating income.

[00:07:41]To cement dominance, Amazon is unleashing a jaw-dropping $200 billion in capital expenditures, building a scalable infrastructure layer that AI labs are starving for.

[00:07:53]This has driven Amazon's total cloud backlog to a monolithic $464 billion, including a $138 billion commitment from OpenAI and a historic $100 billion decade-long commitment from Anthropic.

[00:08:09]Amazon's direct monetization strategy makes it a definitive structural winner.

[00:08:13]Rather than relying solely on third-party GPUs, its proprietary chip business has exploded by triple digits to exceed an annualized run rate of $20 billion.

[00:08:24]Amazon has deployed over 2.1 million custom chips in the last 12 months, with its high-performance Trainium silicon accounting for over half of that volume.

[00:08:33]By working directly with raw manufacturers and bypassing expensive design intermediaries, Amazon secures massive cost advantages.

[00:08:42]Simultaneously, Amazon established a brilliant venture and compute loop through its partnership with Anthropic, whose annualized run rate recently exploded to $47 billion.

[00:08:54]Amazon's multi-billion dollar equity investment locked in a multi-channel windfall ahead of Anthropic's private revaluation to $965 billion and confidential S-1 IPO filing.

[00:09:07]This guarantees Amazon gets paid every time a developer triggers an inference workload or scales a Claude application.

[00:09:15]Public investors are buying Amazon at a reasonable 31 times forward earnings while acquiring a massive private equity stake in Frontier AI, insulated by an advertising business generating over $15 billion a quarter in pure profit.

[00:09:31]Amazon isn't just riding the AI wave, it is building the very ocean it operates on.

[00:09:37]The data is clear. The AI revolution isn't a bubble. It's an infrastructure gold rush.

[00:09:43]While the bears panic over short-term market corrections, industry giants like Microsoft, Alphabet, and Amazon are capturing locked-in high-margin revenue that will fuel the next decade of market outperformance.

[00:09:56]Position your portfolio accordingly.

[00:09:59]The upcoming landscape covers a historic pipeline, providing crucial context on how the massive public listings of multi-billion dollar private entities like Anthropic are actively reshaping the capital allocation strategies and equity plays of public tech giants like Alphabet and Amazon.