Rubrik is mentioned as a cybersecurity company that will likely experience significantly larger opportunities due to the growth in AI and cybersecurity spending.
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Dan Ives: “This Tech Panic Is a Huge Mistake” (3 Stocks to Buy Now At a Discount)
Apr 15, 2026
The creator discusses Dan Ives' view on the tech sector, highlighting a "tech panic" as a mistake and a significant opportunity. The video breaks down three stocks poised for upside due to the accelerating AI revolution: Meta Platforms (META), Nvidia (NVDA), and Micron Technology (MU). Ives believes these companies are undervalued amidst current market sentiment.
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Check Point is listed as a cybersecurity name that will have massively bigger opportunities due to AI-driven growth in the sector.
Palantir is mentioned positively for its continued presence in customer discussions regarding AI use case architecture and building.
Salesforce is mentioned as an entrenched software player with a large install base, expected to benefit from AI integration despite the current negative sentiment surrounding software stocks.
Oracle is highlighted as an entrenched software player with a significant install base that is likely to benefit from AI integration, despite current negative sentiment in the software sector.
ServiceNow is mentioned as an entrenched software-as-a-service player with a strong install base, likely to benefit from AI integration despite negative sentiment towards the software sector.
Palo Alto Networks is identified as a cybersecurity company set to experience significant growth opportunities as AI expands the attack surface and increases cybersecurity budgets.
CrowdStrike is named as a cybersecurity company poised for massive growth opportunities due to increased budgets driven by AI expanding the attack surface.
Microsoft is considered a disconnected stock in tech, trading at multiples not seen in years on a free cash flow basis, with significant upside potential driven by AI adoption.
Micron Technology is identified as a key supplier of memory (DRAM and NAND) essential for AI workloads, presenting a discounted opportunity due to its cyclical perception versus structural AI demand.
