Dan Ives: "Nvidia's World, Everyone Else is Paying Rent"

Dan Ives is back on The Watch List with Nicole Petallides to settle the Alphabet/Google (GOOGL) vs Nvidia (NVDA) debate. His team estimates that for every $1 spent on Nvidia, there is an $8-$10 multiplier across the rest of the tech ecosystem. Dan adds that it's "Nvidia's world, but everyone else is paying rent in the A.I. revolution." He adds this revolution is being built on one chip: Nvidia's. Dan later addresses other table-pound names to own: Microsoft (MSFT) and Oracle (ORCL). He also lists Palantir (PLTR), Snowflake (SNOW), MongoDB (MDB), Nebius (NBIS), Palo Alto Networks (PANW) and CrowdStrike (CRWD) as second and third derivative winners in the A.I. trade. For 2026, Dan believes "there isn't a better name to own in the A.I. trade than Tesla (TSLA)."

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