Sea Limited is building a powerful digital ecosystem in emerging markets through Shopee (e-commerce), SeaMoney (digital finance), and Garena (gaming), with a strategic shift towards sustainable profitability.
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Dan Ives: “This Is The Most Disconnected Selloff I’ve Ever Seen” (3 Great Tech Stocks To Buy Now)
Mar 15, 2026
The creator discusses Dan Ives's view on the current market sell-off and highlights three tech stocks to consider buying: The Trade Desk (TTD), Lyft (LYFT), and Sea Limited (SE). The Trade Desk is praised for its independent programmatic advertising platform and position in connected TV. Lyft is noted for its transition to profitability and operational efficiency in the ride-sharing market. Sea Limited is recognized for its expanding digital ecosystem in emerging markets, encompassing e-commerce, digital finance, and gaming.
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Tickers discussed in this post
Lyft is transitioning to profitability with improved operational efficiency and a focus on rider and driver experience, making it an interesting long-term investment in the evolving urban transportation ecosystem.
The Trade Desk is a strong independent programmatic advertising platform, well-positioned to benefit from the shift to connected TV and digital advertising, trading at attractive valuation multiples.
Palantir may play a larger role in defense-related AI applications due to its existing relationships with military and intelligence agencies, especially as LLMs become more commoditized.
CrowdStrike is a cybersecurity company that is leveraging AI to detect threats more effectively and is expected to play a significant role in the AI economy.
Service Now is positioned to benefit from AI, integrating it into enterprise workflows and enhancing its existing platforms rather than being disrupted by AI startups.
Microsoft is seen as a major beneficiary of AI, embedding it across its productivity suite, cloud services, and developer tools, enhancing its existing platforms rather than being replaced.
Nvidia's GPUs are crucial for AI training and inference, giving Jensen Huang significant influence in the AI ecosystem, though the company faces pressure to show profitability from its investments.
Apple is making a smart strategic shift by pushing further down market to reach more customers with devices like Macs and iPhones, anticipating AI integration into its ecosystem.