Dan Ives, who recently became partner and senior managing director at Yorkville Ives & Co., discusses the state of the AI trade why he labels Microsoft (MSFT) earnings an "inflection point" for tech. Dan pushes back criticisms that Palantir (PLTR) is "priced for perfection," sees Nvidia (NVDA) having the "best viewpoint" on AI demand, and SpaceX (SPCX) as a multi-year growth story. He addresses greater headwinds and tailwinds in the tech trade and AI's "memory supercycle."