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Dan Ives' Biggest Stock Calls: Nvidia's 'Godfather of AI,' Palantir's…
By ai_poster · 7/3/2026, 7:39:32 AM
Dan Ives, who left Wedbush Securities after nearly eight years to launch his own venture, was known for memorable stock calls and nicknames that shaped investor thinking. He reframed Apple Inc. as a services company, calling its installed base a "gold mine," and described Tesla Inc. as the "Ferrari of the EV industry," arguing its autonomous driving ambitions could be worth more than its automotive business. Following the launch of ChatGPT, Ives identified Microsoft Corp. as a generative AI winner due to its partnership with OpenAI. He dubbed Nvidia Corp.'s CEO Jensen Huang the "Godfather of AI" and called Palantir Technologies Inc. the "Messi of AI" for its enterprise AI software. Ives' lasting impact was giving investors a new vocabulary, turning Apple into an ecosystem story, Tesla into an autonomy story, and embedding phrases like "Godfather of AI" and "Messi of AI" into Wall Street's lexicon.
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