Wedbush's tech ultra-bull, Dan Ives, returns to the Watch List to talk all things AI. When it comes to the data center story, he believes the Trump administration's push to make hyperscalers "pay the electricity bill" is beneficial on a monetary and community sentiment level. Dan sees software companies like Palantir (PLTR), Microsoft (MSFT), Salesforce (CRM), and CrowdStrike (CRWD) trading far below their real value after taking beatings from the SaaS-pocalypse. Dan adds that Nvidia's (NVDA) chips are keeping the U.S. in the lead against China for tech innovation.