Wall Street may be getting the AI trade wrong, says Dan Ives, a Wedbush analyst and longtime tech bull. Ives said on CNBC's "Closing Bell" published Tuesday that the recent investor pessimism toward software companies is 'the most disconnected call that I've ever seen." While much of the AI excitement has centered on data centers, chips, and GPUs, Ives said software will be the "heart and lungs of the AI revolution." The infrastructure buildout is still in its early innings and could stretch