00:00 Speaker A
We’ve made some changes to the Ives ETF, or AI’s 30 Best Ideas. So, as I alluded to earlier, we added Data Dog, we added SK Hynex, which is interesting. Well, I think we removed Shopify from that group. Um, does that indicate any kind of change for you or some kind of big picture change to your way of thinking?
00:24 Speaker B
Well, when it comes to the Ives AI 30 study, there’s a list that we put out and a list that the ETF maintains separately. You see, for us, we’re actually trying to find out who’s going to be more relevant and who’s going to be less relevant.
00:36 Speaker B
And if you look at what SK is doing, obviously I’ve seen it firsthand in Korea, they’re going to be part of this supercycle of memory that’s going on. So they’re in the winner’s circle. That’s why we wear them. Datadog, you saw the inflection point quarter, but that’s our view and it’s not just about Patia. Followed by Data Dog, Snowflake, etc. We believe Oracle continues to be mislabeled here. And when it comes to the next thing,
00:57 Speaker B
When it comes to Shopify and Alibaba, they’re still in a good position, but for us, I think which one is really starting to reaffirm themselves, and Data Dog SK.
