Key facts
- Dan Ives has launched new tech coverage for his venture Yorkville Ives.
- Ives stated the AI Revolution is the largest technology buildout in history.
- He believes the infrastructure layer for AI remains supply constrained through at least 2027.
- Ives' top five stock picks for 2027 are Nvidia, Microsoft, Palantir, Apple, and CrowdStrike.
- CrowdStrike and Palo Alto Networks have seen significant gains in 2026.
- Ives noted that many of his bullish tech plays are linked to Nvidia.
Dan Ives, a prominent tech analyst, has initiated new coverage of the technology sector through his new venture, Yorkville Ives. He described the AI revolution as the largest technology buildout in history, impacting the entire economy.
Ives stated that the infrastructure layer for AI, including compute, memory, and power, will remain supply-constrained through at least 2027. He believes companies that control these scarce resources are currently reporting growth, and that enterprise software has recovered as AI models become commoditized.
His top five stock picks heading into 2027 are Nvidia, Microsoft, Palantir, Apple, and CrowdStrike. This list differs from his previous top picks released in June, with only Palantir appearing on both. Ives noted that many of his favored tech companies have ties to Nvidia, particularly in areas of AI hardware and GPUs.
Ives also correctly predicted a rally in cybersecurity stocks in 2026, with previous picks CrowdStrike and Palo Alto Networks showing significant year-to-date gains. He emphasized that the advantage for companies in this space is increasingly defined by the breadth of their ecosystem surrounding GPUs.