The bull case for Tesla and Nvidia: Dan Ives explains

The bull case for Tesla and Nvidia: Dan Ives explains

By Yahoo Finance Video
Publication Date: 2025-11-13 15:16:00

00:00 Speaker A

Welcome back to Yahoo Finance Invest. I want to hone in on two of the hottest stocks on the Yahoo Finance platform right now. That’s Nvidia and Tesla. and joining us now is resident bull on both names, Wedbush analyst, Dan Ives. And Dan, you were supposed to be with me here in studio, but I heard even though the government shutdown is over, you might have had a little plane trouble and you’re stuck in Miami down there?

00:27 Dan Ives

Yeah, stuck in Miami. Actually, it’s my second time in Miami in this week. I thought I’d be lucky to get back, but uh it looks like it’s going to have to wait a day.

00:39 Speaker A

You’re a busy man. We know this. I’m sure it has nothing to do with how cold it is here in New York City. But I have a lot of viewer questions for you. Before I get to that, I do want to ask you your 30-second bull pitch for Tesla and your 30-second bull pitch for Nvidia because I know you’re very, you know, bullish on both of those names.

00:58 Dan Ives

Yeah, look on Tesla. This in my opinion is the most important chapter ever for Musken Tesla, the AI chapter, autonomous and robotics. I think we’re talking 2, 3 trillion in terms of market cap. Best physical AI play besides Nvidia. When it comes to Nvidia, the godfather of AI, there’s only one of them and that’s Jensen. And look, demand to supply is 10 to one for Nvidia chips. Get the popcorn out, get the watch parties out for next week’s earnings because…