Dan Ives' AI ETF could explode by 200% by 2030: Why investors are talking about it

The context: A new wave of AI investment

Dan Ives, the star technology analyst at Wedbush, has just launched his own ETF dedicated to AI (ticker: IVES). This is not just a run-of-the-mill financial product — it is the embodiment of the beliefs of a man known for correctly predicting the big winners in the tech sector.

What are we really buying?

The fund tracks the Solactive Wedbush AI index, which includes 30 giants in AI and infrastructure providers. Specifically:

• Composition : The “Magnificent Seven” (Nvidia, Tesla, Microsoft, etc.) represent about one third of the portfolio
• Other heavyweights: Broadcom, Palantir, Oracle — champions often overlooked by retail investors
• Impressive collection: $882 million assets in just 5 months (since June)

Why it could take off?

The numbers speak for themselves:

Gartner estimates that spending on AI will reach $1.5 trillion this year, then jump to $2 trillion in 2026. This is more than the GDP of most countries.

Timing is crucial: Ives himself claims that the “AI peak” is still at least 7 years away. In other words, we are only on the first floor of a mountain. If this is true, this ETF has a very long runway ahead of it.

The trap to know

This ETF started in June 2024 — no trial by fire in a bear market. Some cautious investors prefer to wait for the fund to earn its stripes before jumping in. It’s a valid strategy.

The final question

With a balanced exposure to tech giants AND AI outsiders, this fund offers smart diversification. But like any AI-related product, it remains a bullish bet. If the AI cycle slows down or flattens, corrections can be brutal.