OnlyDans: SpaceX IPO, Apple's AI Dissapointment & Tech's PR Problem with Dan Ives & Danny Moses

Dan Nathan is joined by Dan Ives of Wedbush Securities for a wide-ranging look at the AI trade, fresh off Ives' trip to Apple's WWDC. They dig into whether Apple has finally gotten back in the AI game with its new developer foundation and Gemini partnership, why Ives sees Apple as the "toll booth" for the next consumer AI cycle, and where Dan Nathan remains skeptical. From there: the biggest risk facing the entire AI buildout (hint — it's not valuation), the recent chip selloff, Microsoft and Meta stuck in the mud, Ives' steadfast Palantir call, the Broadcom news, and the state of software and memory names. Then Danny Moses joins for "Only Dan's" to break down the SpaceX IPO — the unusual path to going public, the accommodations being made for Elon, why locked-up shares could make for a wild day one, the odds of a Tesla–SpaceX merger down the road, and what it all signals for the wave of trillion-dollar tech listings on the horizon. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal MediaThe financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.