Part 6/7:
In assessing which companies serve as indications of the tech trade and the health of the bull market, Ives singles out Microsoft and NVIDIA as key players. As leaders in the AI domain, their performance can provide vital insights into investor confidence and market trends. Ives believes that these companies' capabilities to innovate and adapt will be critical as the tech landscape continues to evolve.
He also notes the shifting dynamics among tech competitors, particularly the growing tension between giants like Meta and Apple. With Meta's recent strategies and perceived frustrations, Ives hints at a "Game of Thrones" situation escalating within the tech sector, one where innovation and market dominance are fiercely contested.