这位分析师预计，在特朗普的领导下，80%到90%的监管担忧将会减轻，尽管美国司法部对谷歌母公司Alphabet 和和苹果的一些反垄断调查将继续进行。Analyst Dan Ives from Wedbush Securities predicted that under President Donald Trump's administration, the AI revolution and deregulation will drive massive expansion in the Technology Industry, with the Nasdaq Index reaching 25,000 points within 18 months.
Ives stated on a Television program on Monday that the incoming Trump administration presents a "Goldilocks scenario" for tech companies, with Institutions like the Federal Trade Commission (FTC) expected to relax regulations.
"Let's get the popcorn out and get ready for the AI revolution," Ives said. He emphasized that the current surge in the industry has "only just begun." He explained that the multiplier effect of AI is spreading throughout the Technology field, impacting every aspect from Software to Cybersecurity infrastructure.
The Analyst expects that under Trump's leadership, 80% to 90% of regulatory concerns will ease, although the U.S. Department of Justice's antitrust investigations into Google's parent company Alphabet and Apple will continue.
Ives said that Microsoft will gain the most from acquisitions; while Tesla will become the "biggest winner on the mountaintop," partly because CEO Elon Musk allied with Trump early on.
When discussing current technology adoption, Ives pointed out that currently only 45% of workloads are running in cloud environments, and as more AI use cases emerge, this number is expected to grow significantly. "It's 10 PM at the AI party now, and the velvet rope has been lifted," he said.
At the time of this prediction, CEOs from several American Technology companies are planning to meet with the elected president in Palm Beach, Florida, indicating that Silicon Valley may engage in closer cooperation with the upcoming USA government.
In January of this year, Ives predicted that the Nasdaq Index would reach the 20,000-point mark in 2024, and it has proven to be accurate, as the Index currently stands at 20,173 points.
