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Dan Ives — sniff.trade
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DI
Dan Ives
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10 episodes · 20 trades · 1 speakers
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TRACKED TRADES
DI
@DivesTech
1mo
Watch CNBC's full interview with the 'Closing Bell' Panel
IDEAS · 2
MSF
MSFT
LONG
Mag 7 tech selloff is noise; AI Revolution spending cycle keeps MSFT on the way up
$466.90
+25.98%
›
NVD
NVDA
LONG
NVDA still red during tech's 5th straight down session while MSFT bounces — the AI chip leader is the most oversold Mag 7 name and Ives' bull thesis directly targets it
$202.12
+5.07%
›
DI
@DivesTech
1mo
Great to be on @CNBCClosingBell with @TheJudgeCNBC discussing the Apple sell-off today …
IDEAS · 2
AAP
AAPL
LONG
Apple's ~5% sell-off on hardware price hikes is an overreaction; the stock should bounce from here.
$307.38
+9.19%
›
MU
MU
LONG
Memory prices are surging structurally, and Micron is the direct beneficiary with blowout earnings and sold-out HBM supply.
$823.46
-27.02%
›
DI
@DivesTech
1mo
Great to be on @BloombergRadio with @tomkeene @ptsweeney discussing the tech sell-off a…
IDEAS · 2
NVD
NVDA
LONG
Tech sell-off jitters are a buying opportunity; AI buildout is only in the third inning with years of upside ahead for chip leaders like NVDA.
$202.12
+0.54%
›
MU
MU
LONG
Micron reports Q3 FY2026 earnings tonight with consensus expecting ~967% YoY EPS growth; HBM sold out through end of 2026 makes a beat and strong guidance the likely outcome.
$823.46
-21.16%
›
DI
@DivesTech
1mo
We believe Microsoft and a handful of other Big Tech names remain way oversold in some …
IDEAS · 2
MSF
MSFT
LONG
MSFT is the most oversold large-cap in Big Tech, poised to recover as AI enterprise demand proves structural
$466.90
+23.29%
›
XYZ
XYZ100
LONG
Big Tech broadly oversold on AI nervousness; multi-year AI bull thesis intact with Nasdaq targeting 30,000 in the next year
$28,432.88
-1.21%
›
DI
@DivesTech
1mo
Great to be on @BloombergTV with @FerroTV @lisaabramowicz1 @annmarie discussing the tec…
IDEAS · 2
NVD
NVDA
LONG
AI revolution is in the "3rd inning" — the tech sell-off is noise, not a peak, and NVDA has years of upside left
$202.12
+3.40%
›
MU
MU
LONG
Micron reports Q3 earnings today after close — AI memory supercycle, sold-out HBM capacity, and a pattern of massive earnings beats sets up a post-earnings rally
$823.46
-22.85%
›
DI
@DivesTech
1mo
Pullback in memory names is a buying opportunity, says Wedbush's Dan Ives
IDEAS · 2
NVD
NVDA
LONG
NVDA's -3.68% pullback is a buy as AI chip demand and enterprise deployments remain structurally intact
$202.12
-0.95%
›
MU
MU
LONG
Memory names sold off on Korea contagion are a buy as AI-driven demand remains intact
$823.46
-24.43%
›
DI
@DivesTech
1mo
We continue to believe this AI Revolution is in the 3rd inning and today’s tech sell of…
IDEAS · 2
NVD
NVDA
LONG
AI Revolution is in the 3rd inning; tech selloffs are buying opportunities for AI winners like NVDA
$202.12
+0.29%
›
MU
MU
LONG
Korea-led memory chip selloff is a dip to buy in MU as DRAM prices surge and earnings loom
$823.46
-23.22%
›
DI
@DivesTech
1mo
Pullback in memory names is a buying opportunity, says Wedbush's Dan Ives
IDEAS · 2
NVD
NVDA
LONG
NVDA's Korea-triggered sell-off (-3.7%) is a dip into the AI hardware supercycle, not a trend break.
$202.12
+0.71%
›
MU
MU
LONG
Memory names sold off on Korea contagion, but the AI-driven DRAM/NAND demand cycle makes the pullback a buy for Micron.
$823.46
-22.66%
›
DI
@DivesTech
1mo
Look forward to discussing this tech sell-off and how we would navigate this market to …
IDEAS · 2
NVD
NVDA
LONG
KOSPI-driven sell-off in US tech is a dip to buy; NVDA is the canonical AI winner to own
$202.12
-1.26%
›
XYZ
XYZ100
LONG
KOSPI sell-off pressure on US tech is transitory; buy the Nasdaq-100 dip to ride AI winners broadly
$28,432.88
-4.23%
›
DI
@DivesTech
1mo
A day after SK Hynik overtook Samsung as South Korea's most valuable listed company and…
IDEAS · 2
EWY
EWY
SHORT
KOSPI crashes ~10% from all-time high, pulling Korean equities down and pressuring US tech in sympathy
$155.40
+20.74%
›
NVD
NVDA
LONG
Despite KOSPI-driven selling pressure, US AI tech winners remain the core long as the secular AI cycle continues
$202.12
+1.23%
›
