Broadcom (AVGO) is a primary buy due to its significant growth in custom AI chips, which are becoming a major revenue driver and are supported by strong profitability.
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Dan Ives: "This AI Selloff Is a Gift" (2 AI Stocks To Buy and Hold for the Next Decade)
Jun 30, 2026
Dan Ives of Wedbush Securities views the recent AI and tech stock sell-off as a buying opportunity, calling it a "gift" for long-term investors. The creator agrees, highlighting that despite fears of excessive spending, the massive investments in AI infrastructure by tech giants like Microsoft, Meta, Amazon, and Alphabet are foundational for future growth and monetization.
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Nvidia is mentioned as a key beneficiary of the AI buildout, with its chips being central to the AI revolution and having a significant multiplier effect on the broader tech sector.
Amazon is identified as a major investor in AI infrastructure, with its AI initiatives expected to drive future growth and monetization.
Alphabet is noted for its AI investments, with a significant portion of its customers adopting AI paths, indicating strong future potential.
Meta is highlighted as a key player in the AI revolution, investing significantly in infrastructure with the expectation of future monetization.
Microsoft is mentioned as a big tech company investing heavily in AI infrastructure, which is seen as a positive for future monetization.
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AVGObuy opened Jun 30, 2026
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