One of Wall Street’s most prominent technology bulls has reignited his optimistic coverage of the sector. Dan Ives has made his comeback to the market after stepping away from Wedbush Securities, where he spent almost eight years as an equity researcher and later as the head of technology research.
On Tuesday, he introduced a note launching his tech sector coverage for his new venture Yorkville Ives, described as a modern merchant bank built for the AI era.
“The AI Revolution is the largest technology buildout in history, and it is no longer confined to a single sector but encompasses the capital, power, and policy of the entire economy,” Ives wrote. “We believe this is the third inning of a nine-inning game, and the scale of what is now committed serves as the proof.”
Ives’ unrelenting optimism about Tesla, combined with his distinctive style, made him a familiar figure and a cherished personality among the retail trading community. However, while Tesla remains on Ives’ watchlist, it does not appear among his top five stock selections.
Here are his leading technology investments heading into 2027:
– Nvidia: +27% year-to-date
– Microsoft: +9% year-to-date
– Palantir: +8% year-to-date
– Apple: +23% year-to-date
– CrowdStrike: +129% year-to-date
The ranking differs from the list of top technology picks Ives released in June while still at Wedbush, with only Palantir appearing on both lists. Nonetheless, the analyst emphasized that, in his view, the AI surge is ushering in a fresh period of expansion, one that will be fueled by supply rather than demand.
“The infrastructure layer stays supply constrained through at least 2027, and the companies that control scarce compute, memory, and power are witnessing the growth now,” he stated. “Enterprise software, dismissed in the first quarter as AI’s assumed casualty, has rebounded as the data revealed that models are becoming commoditized.”
One trend that Ives accurately predicted in December 2025 was the surge in cybersecurity stocks in 2026. The sector has seen substantial growth this year, largely driven by demand sparked by rising AI anxieties. His earlier two top picks for the space, CrowdStrike and Palo Alto Networks, have surged 138% and 128% year-to-date, respectively.
Throughout Ives’ latest list, one clear pattern emerges: many of his most bullish technology plays are companies connected to Nvidia. The roster of firms with ties to the AI hardware leader includes Salesforce, Check Point, and CrowdStrike, among others.
“In our view, the company’s edge is increasingly defined by the breadth of the ecosystem surrounding the GPU,” he stated. “As AI workloads grow more complex, customers can embrace more NVIDIA compute, networking, and software within the same architecture rather than piecing together those layers independently.”