Lark Davis|5月 16, 2026 07:23
Dan Ives just said Nasdaq to 30,000
His setup: Cerebras IPO was the appetizer. SpaceX, OpenAI, Anthropic haven't even entered the field yet. Chip demand is accelerating 20% quarter over quarter. We're in the 3rd inning.
AI is the gift that keeps on giving. So are you riding this revolution or waiting for the pop?(Lark Davis)
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