I sat down with @DivesTech to discuss the AI trade, what bears get wrong, what Dan saw on the ground in Korea, and why there is so much left to go in the bull market. We also discuss the potential TSLA and SPCX merger, CRWV and AI debt fears, the midterms, interest rates, and where the stock market goes from here. YouTube: https://youtu.be/6HhxPgV1Hu4?si=7f22wrIOQGXL-uzW Apple: https://podcasts.apple.com/us/podcast/85-of-the-ai-boom-is-still-ahead-of-us-dan-ives/id1434060078?i=1000797673736 Spotify: https://open.spotify.com/episode/2Yuj8PIEuE4z5MKt7bYZwm?si=sYHlTmGgSxK6Zx0JIRQGCA TIMESTAMPS: 0:00 - Intro 1:08 - Report from Korea & AI chip demand 4:51 - Market sell-off & what the AI bears get right 9:25 - Why Wall Street is underestimating AI growth 15:06 - Midterms & data centers 16:46 - Rate hikes, CoreWeave & Oracle debt 19:00 - What could slow AI demand? 20:53 - Tesla & SpaceX merger 33:06 - How investors are playing the merger 35:52 - Market concentration, earnings & the bear narratives 41:34 - AI agents & the future of investing 45:22 - Political risk & a message to the bears