Milk Road Stocks(@MilkRoadStocks):Dan Ives says we're less than 15% through the AI buildout, with $3-4T of spending coming. "My five favorite picks for this year going in 2027, it's NVIDIA, it's Microsoft, it's Apple, it's Palantir, and it's CrowdStrike..." "Apple, which is really gonna be the toll collector on the consumer AI highway." He sees 800 to 1,000 data centers built over the next 2-3 years and calls memory "a true super cycle." "The bears have called 10 of the last two downturns." Is he right that we're in year 3 of a 10-12 year build, or is that already priced into $NVDA and $PLTR? FT @DivesTech @ZetaGlobal.

2026.10.21 11:15

Dan Ives says we're less than 15% through the AI buildout, with $3-4T of spending coming. "My five favorite picks for this year going in 2027, it's NVIDIA, it's Microsoft, it's Apple, it's Palantir, and it's CrowdStrike..." "Apple, which is really gonna be the toll collector on the consumer AI highway." He sees 800 to 1,000 data centers built over the next 2-3 years and calls memory "a true super cycle." "The bears have called 10 of the last two downturns." Is he right that we're in year 3 of a 10-12 year build, or is that already priced into $NVDA and $PLTR? FT @DivesTech @ZetaGlobal.