Dan Ives Lays The Bull Case for SaaS, Palantir, Tesla, Nvidia | Basis Points Episode 2

Basis Points

15 February 2026

Thank you to Dan for coming on!00:00 - Intro01:10 - What the past 5 years have been like for Dan06:45 - Palantir08:55 - Dealing with hate 11:25 - Palantir's Valuation15:38 - Tesla19:55 - AI Doomerism 21:50 - Microsoft25:49 - Nvidia29:57 - Cybersecurity32:40 - AI Bear case37:12 - Trump Admin 40:20 - SaaS Issues43:50 - Rapid Fire