Dan Ives
Wedbush Securities
Photo: editorial use
First call on the ledger
3 still on the clock. Quotes in curly quotation marks are verbatim; everything else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
On the clock
Written down and dated. Not judged until the deadline arrives.
Nasdaq 30,000 within the next six months (reaffirmed on air; AI rally in the “third inning, one out”)
Anthropic's S-1 is “an opening of the floodgates” for the IPO market, with three major conglomerates set to go public later this year.
“The odds of a Tesla-SpaceX combination are now about 80%” (on podcast: “80%, 90% type of chance”), expected to finalize in the first half of 2027
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Bull
AI is third inning, one out; keep owning the chip trade
Bull
Micron is a gut-check moment; chip demand-supply ~12-15:1, no equilibrium ~2 yrs
Bull
Microsoft is the most oversold large cap; a $550 stock
The Sunday Standings
One email a week: who got scored, what resolves next, where the records moved. Free.
Before you trust the call, check the record.
Every line on this site is backed by a dated, sourced entry in our records. We write down what public figures predict, then check when reality answers. How we score · Corrections
Pundit Rumble · punditrumble.com · built 2026-07-09 from the records · never hand-edited · not investment advice.
Every line on this site is backed by a dated, sourced entry in our records. We write down what public figures predict, then check when reality answers. How we score · Corrections
Pundit Rumble · punditrumble.com · built 2026-07-09 from the records · never hand-edited · not investment advice.