The AI trade isn’t peaking– it’s simply heating up. That’s the message from Wedbush Securities expert Dan Ives, who argues the current pullback in Huge Tech is a purchasing chance, not the start of a dot-com-style bust. In his view, this is “a 1996 Minute … and NOT a 1999 Minute.”
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The ‘AI Transformation’ Is Just Beginning
Regardless of intensifying trade stress in between Washington and Beijing, Ives sees the tech correction as sound in a much larger story: the buildout of worldwide AI facilities. He kept in mind, “We have actually hardly scratched the surface area of this fourth Industrial Transformation now playing out around the globe led by the Huge Tech stalwarts such as Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), the Messi of AI Palantir (NASDAQ: PLTR), Meta (NASDAQ: META), Alphabet (NASDAQ: GOOG) (NASDAQ: GOOG), and Amazon (NASDAQ: AMZN).”
Ives forecasts another 7%+ advantage in tech stocks into year-end, including that “Sell-offs like today we motivate financiers to purchase the tech winners and not head for elevators in spite of this war of words in between Trump and Xi.” This bullish view is shown in tech ETFs like the Invesco QQQ Trust ( NASDAQ: QQQ), Innovation Select Sector SPDR Fund ( NYSE: XLK), and Dan IVES Wedbush AI Transformation ETF (NYSE: IVES), which track semiconductors, software application, and AI facilities names.
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Buy The Winners, Not The Worry
Ives compares today’s jitters to mid-1990s web buildout volatility: “This is a 1996 Minute … and NOT a 1999 Minute.” He worries that momentary market worry over U.S.-China stress and examination around Nvidia’s “golden chips” ought to not sidetrack from the long-lasting AI chance.
Why It Matters
For long-lasting financiers, the message is clear: the AI period is still in its early innings, and momentary sell-offs are prime entry points. Ives’ suggestions is basic: purchase the tech winners, consisting of direct exposure through varied tech ETFs like QQQ, XLK, and IVES, instead of getting rattled by short-term market sound.
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