divestech
@divestech
Past bets that played out
These are the clearest thesis calls with observable outcomes, linked back to the original videos.
Non-investment social post about having dinner with friends; no market, macro, sector, or company/ticker content. Not actionable for trading/investing.
Speaker states Tesla (TSLA) is being added to Wedbush “Best Ideas List,” reiterating an OUTPERFORM rating and a $550 price target. This is an explicit bullish stance but contains limited supporting fundamental/catalyst detail beyond the rating/target action.
Post expresses concern that Elon Musk’s deeper involvement in politics is a negative for Tesla investors during a “crucial period for Tesla,” implying increased investor fatigue/distraction risk and near-term sentiment/overhang on TSLA.
What this channel is watching now
Recent mentions show where this author is concentrating attention right now.
Latest videos and market context
Recent source posts from this author. Create an account to inspect the complete persisted research trail.
Dan Ives @DivesTech 36m Great to be catching up with my friend @JessInskip_ this week at @NYSE 🏆 1 1 32 5.6K
Non-investment social update about meeting at NYSE; no market, macro, product, valuation, supply-chain, or positioning content. No tickers mentioned.
Dan Ives @DivesTech 1m Great to be on @BloombergRadio with @scarletfu and @AlexisTVNews discussing a wild week for Bi...
Post is a promotional note about appearing on Bloomberg Radio to discuss a volatile week for Big Tech earnings and the ongoing AI capex debate. No explicit tickers, no directional calls, no position changes, and no concrete catalysts beyond the general earnings context.
Dan Ives @DivesTech 10h So fun to be having dinner in NYC with my good friends @BobPisani and his great wife Suzanne ...
Non-investment social post about having dinner with friends; no market, macro, sector, or company/ticker content. Not actionable for trading/investing.
Dan Ives @DivesTech 10h This remains a tug of war between Capex and monetization in the AI world @PowerLunch 🏆🍿 Dan I...
Post frames recent “major tech sell off” as driven by higher AI Capex concerns and describes an ongoing “tug of war between Capex and monetization in the AI world.” No explicit tickers/cashtags or company-specific claims are provided; content is mainly narrative/context from a TV appearance.
Proof-backed call history
These are recent thesis calls tied to original source content where available.
Non-investment social post about having dinner with friends; no market, macro, sector, or company/ticker content. Not actionable for trading/investing.
Speaker states Tesla (TSLA) is being added to Wedbush “Best Ideas List,” reiterating an OUTPERFORM rating and a $550 price target. This is an explicit bullish stance but contains limited supporting fundamental/catalyst detail beyond the rating/target action.
Post expresses concern that Elon Musk’s deeper involvement in politics is a negative for Tesla investors during a “crucial period for Tesla,” implying increased investor fatigue/distraction risk and near-term sentiment/overhang on TSLA.
Post praises Elon Musk for holding a quickly organized Tesla employee all-hands meeting, framing it as a positive leadership step and implicitly supportive for Tesla sentiment. No concrete financial metrics, product/catalyst details, or explicit trade levels are provided.
Single-source, highly actionable bullish statement on Tesla: price target raised to $600 based on expectation of accelerated AI/autonomous progress in 2026 and an underestimated transformation/growth chapter. No concrete timing catalyst beyond 2026 framing; no explicit risks mentioned.
Single post highlights Tesla’s opening of Giga Berlin (Mar 2022) as a major strategic move, implying expanded European manufacturing/output. Actionable mainly for TSLA via a capacity/scale catalyst; limited detail on timing/volumes or second-order beneficiaries.
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@divestech
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