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dan ives

T2 · manager / operator

Technology equity analyst at Wedbush Securities, known for research on enterprise software, cloud computing, cybersecurity and major consumer technology companies.

4 calls·4 names·75% bull·last heard 10 months ago·Michael Sikand
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$WLDWorldcoinposition

Dan Ives targets $10-30 for Worldcoin as AI authentication layer

Worldcoin will become the de facto single sign-on for an AI future; human-proof authentication is a prerequisite for AI monetization and the network's fixed 10B token supply creates scarcity as verified humans scale to billions.

Michael Sikand2025-10→
2ndhigh conviction
$AKOAkoposition

Dan Ives positions Ako as AI tech platform not just Worldcoin treasury

Ako (8O) is building a multi-faceted tech platform that evangelizes World's authentication technology to consumers and enterprises while accumulating Worldcoin; investors view it as a tech play in the AI revolution rather than a traditional NAV multiple treasury.

Michael Sikand2025-10→
3rdhigh conviction
$TOOLS-FOR-HUMANITYTools for Humanity

Tools for Humanity's iris verification becomes de facto standard for AI era

Privacy-preserving iris hashing (zero-knowledge proof) combined with 17M+ verified humans and proprietary Orb hardware creates an unmatchable moat; big tech platforms will adopt World ID as default authentication layer rather than build competing solutions.

Michael Sikand2025-10→

most discussed · click a bar to filter

recurring themes

4 total
$WLD
···
Worldcoin
HIGHdan ives·Michael Sikand·10 months ago· position
Dan Ives targets $10-30 for Worldcoin as AI authentication layer
Worldcoin will become the de facto single sign-on for an AI future; human-proof authentication is a prerequisite for AI monetization and the network's fixed 10B token supply creates scarcity as verified humans scale to billions.
"it's our view that this is going to be at a minimum a $10 coin and ultimately could argue 20 or $30 as the monetization of the network. So, when I view it, the value that's being…"
11:03
$CLEAR
···
Clear Secure
LOWdan ives·Michael Sikand·10 months ago
Clear cited as proof of concept for biometric convenience trade-off
Clear's airport adoption demonstrates willingness to trade biometrics for convenience, supporting the behavioral thesis for World's Orb adoption; no current view on CLEAR stock itself.
"I don't think people have that big of a deal exchanging biometrics for convenience, right? We've seen Clear proliferate across all the US airports. I use Clear. I see, you know, I…"
15:07
$AKO
Ako
HIGHdan ives·Michael Sikand·10 months ago· position
Dan Ives positions Ako as AI tech platform not just Worldcoin treasury
Ako (8O) is building a multi-faceted tech platform that evangelizes World's authentication technology to consumers and enterprises while accumulating Worldcoin; investors view it as a tech play in the AI revolution rather than a traditional NAV multiple treasury.
"we're different we're we are a tech AI platform that ultimately is you know going down this path as a treasury but it's an actual utility for sure. So, I mean, look, I don't think…"
18:52
$TOOLS-FOR-HUMANITY
Tools for Humanity
HIGHdan ives·Michael Sikand·10 months ago
Tools for Humanity's iris verification becomes de facto standard for AI era
Privacy-preserving iris hashing (zero-knowledge proof) combined with 17M+ verified humans and proprietary Orb hardware creates an unmatchable moat; big tech platforms will adopt World ID as default authentication layer rather than build competing solutions.
"from an actual tech nothing can match what they've built you know in terms of their verification software I mean to me that's why it's it's the privacy it's the algorithm and ulti…"
12:30