Source Post

Dan Ives: “This Could Be Bigger Than The Internet Boom” (3 Brilliant Growth Stocks To Buy Now)

Dan Ives of Wedbush Securities believes the AI boom could surpass the internet revolution, with 2026 as a potential turning point. He highlights opportunities in semiconductors, hyperscalers, software, cybersecurity, and infrastructure power names. Ives specifically mentions SK Hynix, Micron, GE Vernova, Service Now, Salesforce, CrowdStrike, and Palo Alto Networks as potential beneficiaries, while noting Intel's recent participation.

Linked Mentions

Tickers discussed in this post

CAVABullishHigh ConvictionSignal-backedPrimary

Cava Group is a compelling fast-casual growth story with a scalable, standardized yet customizable model driving aggressive expansion.

BROSBullishHigh ConvictionSignal-backedPrimary

Dutch Bros is a high-growth opportunity due to its aggressive expansion, strong brand loyalty with younger consumers, and efficient drive-thru model.

WRBYBullishHigh ConvictionSignal-backedPrimary

Warby Parker is presented as a high-conviction growth stock with strong underlying potential despite modest reported results.

AMZNNeutralLow ConvictionResearch Only

Amazon was mentioned in the context of AI infrastructure investment compared to Apple.

ADBENeutralLow ConvictionSignal-backedSecondary

Adobe may be under pressure and could require acquisitions or strategic shifts to remain competitive in the AI era.

SNOWBullishMedium ConvictionSignal-backedSecondary

Service Now is expected to successfully monetize AI and avoid disruption.

GEVBullishMedium ConvictionSignal-backedSecondary

GE Vernova is mentioned as a company tied to energy infrastructure that will benefit from the AI boom's demand for electricity.

AAPLBearishMedium ConvictionSignal-backedSecondary

Apple may regret its AI hardware strategy compared to competitors.

GOOGLBullishMedium ConvictionSignal-backedSecondary

Alphabet is now viewed positively after overcoming regulatory and AI search concerns.

MSFTBullishMedium ConvictionSignal-backedSecondary

Microsoft has significant upside potential due to AI, despite negative sentiment.

DDOGBullishMedium ConvictionSignal-backedSecondary

DataDog is a potential opportunity as interest is growing rapidly.

AMDNeutralMedium ConvictionSignal-backedSecondary

AMD's progress is finally being validated, but Nvidia is still the preferred choice.

NVDANeutralMedium ConvictionSignal-backedSecondary

Nvidia is still a relevant player in the AI space, but the question is whether it remains the best company.

PANWBullishHigh ConvictionSignal-backedPrimary

Palo Alto Networks is a golden opportunity in cybersecurity poised for growth due to AI.

CRWDBullishHigh ConvictionSignal-backedPrimary

CrowdStrike is a golden opportunity in cybersecurity poised for growth due to AI.

CRMBullishMedium ConvictionSignal-backedSecondary

Salesforce is another example of a company that can monetize the AI revolution.

NOWBullishMedium ConvictionSignal-backedSecondary

Service Now is a good example of a company that can monetize the AI revolution.

GEBullishMedium ConvictionSignal-backedSecondary

GE Vernova is a potential beneficiary of AI infrastructure needs.

MUBullishHigh ConvictionSignal-backedPrimary

Micron is a strong buy due to the memory super cycle and AI demand.

Linked Signals

Tracked calls opened from this post

PANW
buy opened May 13, 2026
+30.46%
CRWD
buy opened May 13, 2026
+36.69%
MU
buy opened May 13, 2026
+32.41%
BROS
buy opened May 13, 2026
+19.55%
WRBY
buy opened May 13, 2026
-11.93%
CAVA
buy opened May 13, 2026
+0.19%