Toss a Coin to Your AIvestor: Witcher's Take on the Tech Boom

A Golden Age or Fool's Gold?

The bard's singing a new tune these days – not about dragons or damsels but algorithms and AI. Heard tell of this Dan Ives a tech seer from Wedbush. He's got himself an AI ETF fancies software's in a 'golden age.' Golden age eh? Sounds like another excuse for merchants to charge extra for the same old ale. He says software's driving the AI wagon but discerning who's a true player from a mere pretender is like telling a doppler from a date. Tricky business that. Just because they slap 'AI' on their product during a sales pitch doesn't mean they're not just selling fancy labeled pigswill.

More Than Just the Usual Suspects

Ives wants to bet on the stocks changing the face of AI. 'The market's underestimating AI growth,' he crows. It's not just the usual gang – your Microsofts and Nvidias. He's hunting for those wolves in sheep's clothing companies that might not seem AI centric now but could be lurking in the shadows ready to pounce. Sounds like a good way to end up with a ghoul on your doorstep if you ask me. Still a witcher's gotta respect a bit of risk taking. Keeps things interesting.

Oracle: The New Dragon in the Cave?

Apparently this Ives fellow is betting the farm on Oracle. Claims they'll be the 'epicenter' of the AI buzz over the next year. Oracle eh? Last time I heard that name it was whispered in hushed tones about a reclusive sorceress with a penchant for riddles. If their stock's up almost 62% in two months maybe they’ve got some real magic up their sleeves. Or maybe it's just clever marketing. Hard to tell these days.

The AI Posse: Palantir IBM and Salesforce

Besides Oracle Ives is also backing Palantir IBM and Salesforce. Palantir's stock soaring he says. Probably selling dreams of seeing the future or something equally fantastical. But the real question is are they actually helping folks or just lining their pockets? These giants might be winners now but remember: 'Evil is evil. Lesser greater middling… Makes no difference.' The same applies to profits. A profit earned through deception is still evil.

A Fund for Every Silver

Ives is saying his ETF helps any investor anywhere. Makes you wonder doesn't it? Sounds like a silver tongued devil trying to sell you a cursed amulet. The ETF's got Microsoft Nvidia even smaller players like SoundHound. He reevaluates his 'AI 30' every quarter. Promises to add new names if they suddenly become 'AI plays.' So a shapeshifting portfolio constantly adapting to the market's whims. Smart or just shifty?

Is the Tech Train Still Worth Catching?

Ives claims the tech trade's still worth the investment even if you missed the initial rush. He warns against focusing too much on valuation saying you'll miss the transformational stocks. Easy to say when you're already swimming in crowns. Still he does have a point. 'If I have to choose between one evil and another then I prefer not to choose at all.' But in the end everyone has to make a choice. Perhaps toss a coin Witcher style? Heads invest. Tails buy more Gwent cards.