Dan Ives (@divestech) 's Twitter Profile
Dan Ives

@divestech

Official account of Dan Ives. Wedbush MD. Tech analyst on Wall Street over two decades. Family, stocks, sports 📱✈️📈🚘. 🏈We Are Penn State! Jersey Pizza #1🍕

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calendar_today07-01-2019 19:09:37

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Dan Ives (@divestech) 's Twitter Profile Photo
Dan Ives
@divestech

2 years ago

We estimate for every $100 of cloud Azure spend with MSFT there is an incremental $35-$40 of AI spend that now is on the table which changes the game. We believe on a sum-of-the-parts valuation that MSFT should join Apple in the exclusive $3 trillion club by early 2024. ♟️♟️⛅️