Nebius Group (NBIS) is positioned to benefit from the global demand for flexible and distributed AI infrastructure.
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Dan Ives: “Tech Stocks Could Surge Another 15% This Year” (2 Great Tech Stocks To Buy Now)
Dan Ives believes tech stocks could surge another 15% this year, driven by the AI revolution and strong cloud growth from companies like Microsoft, Google, and Amazon. He highlights Microsoft's enterprise adoption and Apple's recent performance. Ives sees the AI trade as early innings, with significant money expected to flow into tech derivatives. He specifically calls out Meta as oversold and Nvidia as a strong performer, with potential for significant market cap growth. Beyond the MAG 7, he suggests looking at chip derivatives like AMD and Micron, and software companies such as Palantir, Snowflake, Salesforce, and ServiceNow.
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Tickers discussed in this post
Coreweave (CRWV) is a specialized cloud provider offering critical high-performance computing infrastructure for AI workloads.
Lam Research is mentioned in a rapid-fire comparison.
Dell is mentioned in a rapid-fire comparison.
The creator still likes IBM despite favoring Oracle.
Workday is mentioned as potentially oversold.
Oracle is a potential double in 12-18 months.
Tenable is considered an undervalued cybersecurity stock that has been oversold.
Fortinet stands out as a potentially undervalued cybersecurity stock with AI relevance.
Pegasus Systems is viewed as an undervalued derivative AI name, particularly in security.
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