{"id":572418,"date":"2026-07-07T00:13:09","date_gmt":"2026-07-07T00:13:09","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/572418\/"},"modified":"2026-07-07T00:13:09","modified_gmt":"2026-07-07T00:13:09","slug":"why-dan-ives-sees-nvda-and-korea-memory-stocks-driving-ai-demand","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/572418\/","title":{"rendered":"Why Dan Ives Sees NVDA And Korea Memory Stocks Driving AI Demand"},"content":{"rendered":"\n<ul class=\"yf-1jsc1up\">\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Ives says investors are underestimating the earnings power of AI, with benefits set to spread from chips to hyperscalers and software.  <\/p>\n<\/li>\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">He highlights memory chip makers like Samsung and SK Hynix as central to the AI ecosystem, calling them the &#8220;epicenter&#8221; of the cycle.  <\/p>\n<\/li>\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Ives highlights a growing U.S.-China tech rivalry, pointing to robotics and physical AI as battlegrounds shaping the industry.  <\/p>\n<\/li>\n<\/ul>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Tech strategist Dan Ives said the artificial intelligence-driven tech rally remains in its early stages, pointing to strong chip demand trends across Asia ahead of a key earnings season. He said investors are underestimating the scale and earnings power of the AI revolution, which he expects to expand beyond semiconductors into broader parts of the technology ecosystem as adoption deepens, while speaking on CNBC&#8217;s Power Lunch.  <\/p>\n<p>        Chip Trading In Taiwan And Korea Signals Demand Strength          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Ives said chip trading across Taiwan and Korea is &#8220;the sign you want to see,&#8221; adding that it reflects strong demand across Asia. He said &#8220;chips are gonna continue to weed this market higher.&#8221;  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/stocktwits.com\/newsletters\" data-ylk=\"slk:See%20what%2010M%2B%20investors%20are%20talking%20about.%20Get%20the%20Stocktwits%20Daily%20Rip%20for%20what%20retail%20is%20watching%20right%20now%2C%20free%20to%20your%20inbox;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox<\/a>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">He also said that when looking at Nvidia (NVDA) and others, &#8220;investors are underestimating the earnings power, and the scale and scope of what we&#8217;re seeing in the AI revolution.&#8221; Ives said the cycle is expected to spread into second-, third-, and fourth-order derivatives across hyperscalers, software, and other areas.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Ives said investors are underestimating the earnings power and scale of the AI revolution. He described the AI revolution as being in its &#8220;third inning,&#8221; and added that the upcoming earnings season will be important for providing the validation and monetization the AI cycle needs.  <\/p>\n<p>        Samsung, SK Hynix Seen As &#8216;Epicenter&#8217; Of Memory Cycle          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Ives highlighted Samsung and SK Hynix as key players in the global memory market, calling it the &#8220;epicentre&#8221; of the AI ecosystem. He said it is a market that, for many years, investors were not focused on, but added that it has now become central. He said memory remains essential and noted continued expansion from Korean semiconductor companies.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">While Samsung is set to report quarterly earnings later this month, South Korean chipmaker SK Hynix (SKHY) launched a roughly $28.1 billion U.S. share sale on Monday, taking a major step toward its Nasdaq Global Select Market debut.  <\/p>\n<p>        Ives Flags US-China AI Tech Arms Race           <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Ives said China is ahead in areas such as robotics and physical AI, adding that it continues to be a major player and winner in the sector. He added that the situation reflects a broader U.S.-China technology arms race, where issues around sovereignty and government involvement are increasingly creating &#8220;gray areas&#8221; in big tech.  <\/p>\n<p>            Retail Take On NVDA, Key Semi ETFs         <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">On Stocktwits, retail sentiment for NVDA improved to &#8216;neutral&#8217; from &#8216;bearish&#8217; a day earlier, while message volume was &#8216;low&#8217;.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Meanwhile, retail sentiment for the Roundhill Memory ETF (DRAM) eased to &#8216;bullish&#8217; from &#8216;extremely bullish&#8217; a day earlier, while sentiment for the iShares Semiconductor ETF (SOXX) remained &#8216;bullish&#8217; over the past 24 hours.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The NVDA stock has gained 4.77% year-to-date, while DRAM is up nearly 140% and SOXX has advanced around 92% over the same period.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><strong>Also See:<\/strong> <a href=\"https:\/\/stocktwits.com\/news-articles\/markets\/equity\/amd-ter-stocks-jump-after-goldman-sachs-lifts-price-targets\/cZm18P6R7lx\" data-ylk=\"slk:AMD%2C%20TER%20Stocks%20Jump%20After%20Goldman%20Sachs%20Lifts%20Price%20Targets;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;AMD, TER Stocks Jump After Goldman Sachs Lifts Price Targets&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">AMD, TER Stocks Jump After Goldman Sachs Lifts Price Targets<\/a>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">For updates and corrections, email newsroom[at]stocktwits[dot]com.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Aveek Bhowmik has no position in any of the stocks mentioned in this article. StockTwits&#8217; news team content is for informational purposes only and is not intended as investment advice. For more, see our <a href=\"https:\/\/stocktwits.com\/about-newsroom\" data-ylk=\"slk:editorial%20policy;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;editorial policy&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">editorial policy<\/a>. This article was originally published on <a href=\"https:\/\/stocktwits.com\/news\/articles\" data-ylk=\"slk:StockTwits;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;StockTwits&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">StockTwits<\/a>.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><strong>Related:<\/strong>  <\/p>\n","protected":false},"excerpt":{"rendered":"Ives says investors are underestimating the earnings power of AI, with benefits set to spread from chips to&hellip;\n","protected":false},"author":2,"featured_media":572419,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[291,18239,289,290,39331,72339,18,19,17,39335,71837,1470,80704,82],"class_list":["post-572418","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-ai-revolution","tag-artificial-intelligence","tag-artificialintelligence","tag-dan-ives","tag-earnings-season","tag-eire","tag-ie","tag-ireland","tag-ives","tag-quarterly-earnings","tag-samsung","tag-sk-hynix","tag-technology"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/116875808087178414","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/572418","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=572418"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/572418\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/572419"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=572418"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=572418"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=572418"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}