Dan Ives: investors underestimate a $4T tech spending wave; top picks Nvidia, Microsoft, Palantir
matt_slotnick · x · 2026-10-07
Analyst Dan Ives initiated tech coverage arguing investors underestimate a $4 trillion spending wave over the next few years in scale and scope. His top 5 tech plays into 2027: 1) Nvidia, 2) Microsoft, 3) Palantir, 4) Apple, 5) CrowdStrike, with Tesla his favorite disruptive tech play.
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