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Welcome to the Risk Reversal Podcast. I am Dan Nathan. I'm with my good friend, Dan Ives. He is the global head of tech research at Wedbush. Dan, welcome back to the podcast. Great to be here. Always love coming here and look forward to me. All right, you and I are going to have a punchy conversation. We always have punchy conversations, right? Is it. Is it, has anything to do with my punchy shirt? Oh, first of all, thanks for the Dan Ives clothing support. I really appreciate. Okay. Where can people find this fit, Dan Ivescoting.com. And that's the, you know, the collab that we do is snowmilk. And I. It's pretty dope. We have them for our whole team. Bill is a sport and one. He looks great in that.

So we're excited to have it.

This is an honor of you. You know, I got a lot of stuff to talk about. And I'm going to play a little bit of an avatar here. You know what I mean? You're on the Twitter. You're prolific. You do a lot of TV. You know, by the way, when I talk about you sometimes, just kind of with like Normies who are not staring at screens all day or whatever, like, yeah, I see them on CNN and everything like that. So we'll talk a little bit about like the arc of your media, like, because I think that's really interesting because it's not just CNBC. You're talking to the people out there. You know, we got your ETF. We talked about that. It's an AI innovation ETF and it's gaining assets. You just join as chairman of a treasury, a crypto treasury company. We got to talk about that. And then obviously this. You put all those things together and people like, hey, listen, are we getting Toppy here? Dan Ives, huge AI

celebrity here, talking about it every time he has the opportunity, you've been pretty

bullish, you've been right, I don't mean pretty, you've been very. And you know, you came on,

I want to say, in mid-April. And we had just gone, maybe early April, we just gone to that

right. Yeah, but you know, listen, you had a healthy dose of skepticism, all right? I just want to be clear. But you kind of turn tied fairly quickly on some of these names. You got bullish again. All right. So let's talk about this. People think, okay, some people think that we're in this bubble phase. We all know that bubbles can go a long way or whatever.

This one is different.

That's what we keep hearing.

You have some very sturdy views about why we're maybe just getting started here.

Okay, so we're going to go through all that.

We're going to talk about the Oracle.

But let's start with launching an ETF at this point.

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