🚀 Dan Ives is staying aggressively bullish on AI into 2027. His top tech plays: $NVDA $MSFT $PLTR $AAPL $CRWD Ives believes investors are underestimating the scale of the AI buildout, with roughly $4T in spending expected over the next several years. The key bottleneck? Supply—not demand. Compute, memory, power, cybersecurity and enterprise AI infrastructure could remain structurally constrained through at least 2027. AI isn't just a tech-sector story anymore. It's becoming an economy-wide capital spending cycle. The AI buildout may still be in its early innings. 📈
