DAN IVES CALLS AI STOCK SELLOFF A CLEAR BUYING OPPORTUNITY

DAN IVES SAYS THE SHARP DECLINES IN COREWEAVE ($CRWV ), IREN ($IREN ) AND NEBIUS ($NBIS ) REPRESENT BUYING OPPORTUNITIES RATHER THAN WARNING SIGNS.

DESPITE RISING BORROWING COSTS, IVES ARGUES AI COMPUTING DEMAND REMAINS STRONG, WITH CHIP DEMAND REPORTEDLY EXCEEDING AVAILABLE SUPPLY BY 13 TO 1.

HE EXPECTS 800–1,000 DATA CENTERS TO BE BUILT IN THE COMING YEARS.

HIS KEY MESSAGE: HIGHER INTEREST RATES MAKE AI INFRASTRUCTURE MORE EXPENSIVE TO FINANCE, BUT DO NOT NECESSARILY WEAKEN DEMAND. ...