Golden opportunity in the #IA sector!
Dan Ives calls infrastructure stock plunge a massive buying opportunity
Wedbush’s bullish outlook amid market doubts
Recent double-digit declines in AI infrastructure giants like #CoreWeave (CRWV), #iren (IREN), and #nebius (#NBIS ) are not a warning sign, but a strategic entry point for long-term investors. That’s the view of Dan Ives, renowned analyst at Wedbush Securities, who insists the sector’s fundamentals remain intact despite financial pressures.
Market panic vs. buying opportunity: Sector stocks suffered steep declines—led by CoreWeave (-15.46%), IREN (-12.18%), and Nebius (-10.08%)—driven by concerns about debt and rising capital costs. For Ives, this correction represents a clear buying opportunity, not a shift in the underlying trend.
Insatiable demand (13 to 1): Despite higher financing costs resulting from rising interest rates, demand for AI computing capacity shows no letup. Current demand for microchips is reportedly outstripping available supply by an overwhelming ratio of 13 to 1.
Major infrastructure project on the horizon: To address the computing shortfall, Ives projects that between 800 and 1,000 new data centers will be built worldwide in the coming years.
The impact of macroeconomics: The analysis’s central message is to separate the cost of money from technology adoption: rising interest rates make financing and expanding AI infrastructure more expensive, but do not diminish companies’ actual demand for computing power.
$CRWVB
$IRENB
$NBISB
Dan Ives calls infrastructure stock plunge a massive buying opportunity
Wedbush’s bullish outlook amid market doubts
Recent double-digit declines in AI infrastructure giants like #CoreWeave (CRWV), #iren (IREN), and #nebius (#NBIS ) are not a warning sign, but a strategic entry point for long-term investors. That’s the view of Dan Ives, renowned analyst at Wedbush Securities, who insists the sector’s fundamentals remain intact despite financial pressures.
Market panic vs. buying opportunity: Sector stocks suffered steep declines—led by CoreWeave (-15.46%), IREN (-12.18%), and Nebius (-10.08%)—driven by concerns about debt and rising capital costs. For Ives, this correction represents a clear buying opportunity, not a shift in the underlying trend.
Insatiable demand (13 to 1): Despite higher financing costs resulting from rising interest rates, demand for AI computing capacity shows no letup. Current demand for microchips is reportedly outstripping available supply by an overwhelming ratio of 13 to 1.
Major infrastructure project on the horizon: To address the computing shortfall, Ives projects that between 800 and 1,000 new data centers will be built worldwide in the coming years.
The impact of macroeconomics: The analysis’s central message is to separate the cost of money from technology adoption: rising interest rates make financing and expanding AI infrastructure more expensive, but do not diminish companies’ actual demand for computing power.
$CRWVB
$IRENB
$NBISB