Redwire (RDW) is a pure space infrastructure company building critical systems and components for the growing space ecosystem, positioning it as a quiet beneficiary of long-term industry expansion.
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Dan Ives: “The Next Tech Boom Has Started” (3 Growth Stocks to Buy and Hold Forever)
Stocks Galore - Stock Picks & Investing InsightsMay 23, 2026
Dan Ives of Wedbush Securities believes the next tech boom, driven by AI and quantum computing, has begun. He highlights IBM's potential for massive upside due to its positioning in quantum and AI infrastructure, despite quantum computing still being in its early stages. The AI revolution is projected to involve trillions in spending over the next few years.
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AST Space Mobile (ASTS) is a compelling, albeit risky, long-term investment due to its potential to revolutionize global telecommunications with a space-based cellular network connecting directly to standard smartphones.
Rocket Lab (RKLB) is presented as a primary growth stock, building a vertically integrated space infrastructure business crucial for the growing demand for satellite access to orbit.
Rigetti is mentioned as a company developing fascinating quantum computing technologies, though widespread scale has not yet been achieved.
Ion Q is mentioned as a quantum computing company that has seen significant price increases, reflecting investor interest in the sector.
Intel is mentioned as an example of a company undergoing a turnaround, similar to the potential seen in IBM.
Nvidia's recent earnings report is cited as a catalyst for the accelerating AI revolution.
Dan Ives believes IBM has massive upside and is well-positioned for the AI and quantum computing revolution.