This is Mac OSKIN. A bullish analyst sees a tech bull market, considering side-loading in third-party app stores for

iPhone, and nominations and awards for Apple.

It is Tuesday, the 14th of November, 2023.

I'm Ken Ray, and this is news from Macco West Ken,

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Wed Bush analyst Daniel Ives has entered his dance mix phase it seems. You know how bands in the 80s and 90s would put out

7 inch E. P.s with a new song and either remixes of old songs or dance mixes of

the new one? Yeah, a Seeking Alpha piece on a note he wrote

Monday kind of had that feel on the newness. He predicted big things for tech in 2024. He and his are looking for

spending on cloud and artificial intelligence to rise between 20% and 25% next year

versus the street's estimate of modest growth.

Quoting his note, we believe the new tech bull market has now begun and tech stocks are set up for a strong 2024 as the AI spending tidal

wave hits the shores of the broader tech sector and the rest of it was a mash up of past notes, or maybe just a cut and paste.

Quoting the note that Seeking Alpha says it got yesterday, but I'm pretty sure we heard last week as we discussed in detail once the dust cleared

from Apple's quarter and guidance investors would focus through the noise around

weak iPads max and foreign exchange had wins and instead see iPhone units

that are growing again with services back to steady double-digit growth.

Finally, the iPhone China demise narrative was a great fictional story by the Bears, which is far from the

...