we had dan ives from wedbush on the show earlier. he says right now is the software era when it comes to the ai trade. i know you have a pick for us today as well, focused on that ai trade. what is your pick for us today and why? >> it's quanta resources. it's a little bit lesser known name. it's more on the ai infrastructure. and they got hammered on deep sync day. right. they were down 18%. they're still down about 13% from their all time highs. but i love this play. even if you took out the data center ai play, which i don't think is valid, you still have so much growth because our grid is so old. we built all of this stuff in the 60s and 70s. we're having to rebuild it. we're having to harden power lines, we're having to bury power lines. we're having actual increases in demands for power outside of data centers. but also look at what all the mega-caps said today or this week. i'm sorry, regarding earnings, $325 billion in capex between meta, google, amazon and microsoft, there is no there's going to be no problems building data

dan ives not overly concerned about tariffs.y in place for 30 to 60 days, we see minimal impact to gm and ford." dan, good morning. 30 days. if they last 30 days, is it like minimal damage? does that hold the companies back from making big decisions? dan: right now in terms of gm and ford it is contained in terms of the impact. that's probably the one that is least impacted, especially given their supply chain. our view is the bark is worse than the bite, whether it is on the auto side and on the china side with chips. you don't sell the stocks because of it. you talk about where is the spending? another robust number from google tonight. palantir and others. tariffs are not impacting that in our view. lisa: one reason why urinalysis is special is not just because you have been right about a lot of it, but you travel a lot. -- one reason why your analysis is special. any sort of shift in the optimism because of the uncertainty? dan: i think less in terms of mexico, canada. from a china tariff perspective combined with deepseek.

this was a stock, rep remember when khan ives said -- dan ives said it's a $75 price target?azy. it is now a $100 stock. unbelievable. yes, basically, they crushed it. alex karp came out and said, look, we are demonstrate thing our deepening position, we are at the center of the a.i. revolution and what basically all of their early insights are showing they have moved from theory to fact. so they're monetizing a.i.. stuart: that'll get 'em going. that's a statement, all right. >> i know. stuart: super micro. i believe it's way up today. can you tell me why? >> this is a company we talked a lot about at the end of last year. the auditor pulled out, they had to get a new auditor, so basically they're going to be to giving us an update on february 11th, but we do know they said they are looking at net sales for next quarter of 5.a 5-6.1 billion dollars. that was in line with what analysts wanted, and remember that big independent committee came in and said that they found no evidence of misconduct or fraud. so maybe this is a company that's starting to turn around and put that b

it's very funny you mentioned that because soundhound is the stock that my friend dan ives likes, and i don't like to go against dan. i think he's terrific, but i think the stock is a little elevated. how about that, dan? don't get mad at me. you know i love your pink and your green jackets. although i wear brioni. all right, look, i'm not ready to give up on uber. i think if anything, it's worth buying into weakness here now. much more mad money ahead. i'm hearing how the latest tariff headlines could affect apparel and footwear stock. calm, ceo of columbia sportswear. after yesterday's earnings, then i'm laying out a packaged goods playbook that you're really going to like. pepsico, clorox. they've been going well. what the heck is going on? oil calls rapid fire tonight's edition of the lightning round. so stay with cramer. >> after a strong jobs report in december, will the january jobs report continue the trend? what it signals for the economy and interest rates, employment numbers and analysis. squawk box friday, 8:30 a.m. eastern. cnbc. >> bitcoin is the best performing. >> asse

. >> dan ives over at wedbush says they're playing chess in the ai arms race. >> while others are just. >> playing checkers. but my next. >> guest worries their. >> margins will. >> ultimately be capped. >> let's bring in kim forrest, the chief investment officer at boka capital partners. kim. this stock i mean, alex on the call last night was in rare form, basically saying to the retail investors, you're welcome, we're doing it. come on in. what note. >> of caution did you want. >> to add here? well, let me let. me not start. >> off on the negative. >> let me. >> start off. >> on. >> the positive. >> this is exactly. >> the kind of company. >> i really. >> really want. >> to succeed. >> it is. >> more in my. model of. >> what i. call small ai. >> which is. >> not general. >> or, you know, large. >> language model, kind of one. >> ring to rule them. >> all. solution. >> right. that these. are tailored. solutions using. >> ai in great places. >> but i. >> have some cautionary notes here. >> firstly. >> everybody's saying, oh. >> look at this. >> this is. >> a new. >> enterprise company.

as true believer, wedbush analyst dan ives said, palantir, quote, is playing chess in an ai arms race others are playing checkers, end quote. they're doing it in different ways, singling out ontology not in the philosophical sense, but in how companies derive meaning from their data. in short, palantir is ethereal in nature. we can't sometimes we can't really figure out what it does. we just know it does it better than anyone else. now, palantir is the brainchild of ceo alex karp. outspoken genius doesn't suffer fools gladly. read the biography. kind of interesting. in fact, he trashes them whenever they block this company from what he sees as its messianic task. karp got a gift for showmanship. he starts his comments by saying, welcome to our palantir revolution, otherwise known as our earnings call. then karp backs it up with blocks up that kind of bluster with real stuff. real stuff. but how could explain why this stock trades at an incredible price? price to earnings multiples nearly 200 times this year's earnings estimates. he says the best way to value the company is to judge it

dan ives of wedbush is among those that thinks that dynamic makes tariffs a net positive for amazon.want to know about amazon. what levers can the company pull, how are they going to mitigate some of these costs and the effect on margins? >> becky. >> yeah. and kate, you know, steve and i were just talking about the tariffs being either an on or off. you know these this they're either on or they're off. but there's a third option too is that they are on. but in a in a more diluted version with a lot of carve outs for other areas too. the de minimis one is interesting and it certainly impacts sellers on, on etsy on some of these other places too. but the idea that it's going to hurt some of the fast fashion that comes straight in from china. i don't know that anybody's going to be really crying a river over any of that. >> yes, absolutely. becky, by the way, conversation with steve was fascinating. but i think the de minimis that that loophole, regardless of what happens on the rate of tariffs, if they stay that loophole hurting amazon's foreign competition is huge for what was seen a