ServiceNow is cited as an example of a software company that is likely to benefit from AI integration, enhancing its existing platform.
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Dan Ives: “Tech Stocks Will Hit All Time Highs Again” (3 Tech Stocks That Could Make You Millions)
Apr 15, 2026
The creator discusses Dan Ives' bullish outlook on tech stocks, arguing that fears of AI replacing software companies are overblown. The video highlights three high-potential tech stocks: Taiwan Semiconductor Manufacturing (TSM), Coreweave (CRWV), and Alphabet (GOOG), suggesting they are well-positioned to benefit from AI and other technological trends.
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Tickers discussed in this post
Salesforce is mentioned as a company that, like others, is leveraging AI to enhance its existing software platforms rather than being replaced by it.
Snowflake is mentioned as a company that could be impacted by AI skepticism, but the creator implies it might be a 'goose trade' if AI enhances its data capabilities.
Palantir is presented as a prime example of how AI enhances software platforms, turning massive data sets into actionable insights.
Oracle is cited as a significant proving moment for the software sector, demonstrating how AI can strengthen existing platforms rather than replace them.
Microsoft is mentioned as one of the most disconnected stocks relative to its sell-off, suggesting it's oversold and presents an opportunity.
Alphabet (GOOG) is identified as a long-term technology investment operating at the intersection of search, AI, cloud computing, and digital advertising, with a strong ecosystem and data feedback loop driving its influence.
Coreweave (CRWV) is highlighted as a specialized cloud provider focused on high-performance infrastructure for AI workloads, uniquely positioned to capitalize on the explosive demand for GPU-intensive computing.
Taiwan Semiconductor Manufacturing (TSM) is presented as a foundational company for the AI revolution, with a strong technological moat and expanding capacity making it a key beneficiary of increased demand for advanced semiconductors.