Every sharp pullback in artificial intelligence stocks forces the same question: is this the start of an AI bubble bursting, or a rare chance to buy the future at a discount? I see the current volatility as a stress test of conviction, and the answer depends less on timing the bottom than on understanding how durable the AI profit engine really is. Veteran tech analyst Dan Ives argues that the long-term story remains intact and that buying select AI leaders on weakness still makes sense if you know what you own and why.
To decide whether to follow that playbook, I start by looking at how deeply AI is now embedded in the earnings power of the biggest tech companies, how past tech cycles have rewarded patient investors, and which specific names are positioned to turn today’s hype into tomorrow’s cash flow. From there, the question becomes not just “Should you buy the dip?” but “How do you build an AI portfolio that can survive the next drawdown without blowing up your risk budget?”
Why Dan Ives is still bullish on AI dips
When I weigh whether to buy a sell-off, I want to know if the optimists are simply cheerleading or if they have a thesis grounded in revenue and profit trends. Dan Ives, global head of tech research at Wedbush, has been explicit that he remains bullish on the sector, arguing that the AI build‑out is still in the early innings and that pullbacks may set up a “rally into year‑end.” In reporting dated Nov 16, 2025, he frames the recent turbulence not as the end of the trade but as a pause in a multi‑year investment cycle that is still ramping across cloud, chips, and software.
What makes that stance more than a slogan is his emphasis on how investors approach the dip. In commentary also tied to Nov 16, 2025, he stresses that “So, I think it’s a great idea to buy AI stocks on the dip, but the way you go about it should depend on your investment” profile, underscoring that not every name deserves the same conviction or position size. His view is that the core AI story unfolds over years, not quarters, so investors willing to ride out volatility can use corrections to accumulate stakes in companies with clear AI revenue streams rather than chasing every speculative ticker that pops on a press release.
What the big platforms are signaling about AI demand
Before I commit fresh capital to any theme, I look at what the largest platforms are saying with their spending and product roadmaps. Messages from Amazon and Alphabet Now are particularly important because they sit at the center of cloud infrastructure and consumer AI services. Reporting dated Nov 16, 2025 highlights that Messages from these giants show they are still pouring billions into training models, expanding data centers, and rolling out new AI‑driven tools for both developers and end users, suggesting that enterprise and consumer demand is broadening rather than fading.
That matters because it is one thing for smaller firms to talk up AI, and another for Amazon and Alphabet Now to rewire their entire capital‑spending plans around it. The same Nov 16, 2025 coverage notes that these companies are leaning into AI products and services across search, advertising, and cloud, reinforcing the idea that the technology is becoming a core utility rather than a side project. When I see that kind of commitment from the platforms that power everything from Netflix streaming to Shopify storefronts, it strengthens the case that AI‑linked revenue is likely to keep compounding even if stock prices wobble in the short term.
Historical clues: tech booms, busts, and buying the pullback
Every AI bull case has to grapple with the fear that we are replaying the dot‑com bubble, and that is where I find historical context useful. Coverage dated Nov 16, 2025 points to Clues from prior tech cycles, noting that while it is “very likely a more prolonged period of declines will come at some point,” earlier drawdowns in transformative technologies often turned out to be buying opportunities for investors who focused on companies with real earnings power. The key distinction is whether revenue and profits ultimately catch up to valuations.
That same reporting emphasizes that While the market can overshoot in both directions, the companies that survived past busts—think of how Amazon emerged from the early‑2000s crash—were those that used downturns to consolidate their advantages. The Nov 16, 2025 analysis argues that AI leaders today are already generating substantial cash from cloud services, chips, and software subscriptions, which is a very different setup from pre‑revenue dot‑coms. For me, that historical lens doesn’t eliminate risk, but it does suggest that disciplined buying during periods of fear can pay off when the underlying technology continues to reshape how businesses operate.
Who Dan Ives is betting on in the AI “golden age”
Knowing that a theme is promising is one thing; deciding which tickers to own is another. Over the summer, Dan Ives laid out a more concentrated view in a report dated Jul 23, 2025, where he highlighted a group under the banner “Dan Ives Picks 5 Stocks For 2nd Half Of 2025: Nvidia, Palantir, Microsoft And More: ‘Golden Age Of Tech Is Here With A…” That coverage notes that his Dan Ives Picks list for the 2nd Half Of the year leaned heavily on Nvidia and Palantir as core beneficiaries of AI infrastructure and data analytics, alongside other large‑cap software and cloud names.
In that framework, Nvidia sits at the heart of the AI hardware stack, supplying the GPUs that train and run large models, while Palantir is pitched as a way to monetize AI through data platforms that help governments and enterprises turn raw information into decisions. By grouping these Stocks For the back Half Of 2025, Ives is effectively arguing that the “AI party was still nascent” and that these companies could see outsized earnings growth as adoption spreads. When I look at that basket, I see a mix of chipmakers, cloud providers, and software specialists that can all tap into the same secular tailwind from AI workloads, but with different risk profiles and valuation sensitivities.
How AI stocks are reshaping the broader market
One reason the AI debate feels so charged is that it is no longer a niche corner of the market; it is driving the benchmarks most investors track. Reporting dated Nov 16, 2025 notes that Artificial intelligence (AI) stocks have fueled the S&P 500’s gains over the past two years, and that this movement has concentrated returns in a handful of mega‑cap names. That concentration is exactly why some investors worry an AI bubble may be developing, especially when valuations stretch far beyond historical averages.
Yet the same Nov 16, 2025 coverage points out that earnings reports have painted a more nuanced picture, with several big tech names showing that AI‑related products are already contributing meaningfully to revenue growth. For example, cloud providers are seeing surging demand for AI‑optimized instances, and software companies are layering AI copilots into existing subscription bundles. When I weigh those data points, I see a market where AI enthusiasm is high, but not entirely detached from fundamentals. The risk, in my view, is less that AI disappears and more that some stocks have run too far ahead of their near‑term earnings power, which is why I focus on valuation discipline even when I agree with the long‑term thesis.
Building a smarter AI dip‑buying strategy
Given all of this, I do not think “buy every AI dip” is a responsible strategy; the smarter move is to be selective and structured. One way I approach it is by separating core holdings—large, profitable companies with diversified AI exposure—from more speculative names that live or die on a single product. Lists of Stocks Called “Tech Winners For The AI Revolution” published on Dec 30, 2024, for example, highlight how Nvidia Tops Among AI Stocks but also flag other leaders such as Microsoft, Amazon, Meta Platforms, ServiceNow, and Salesforce (CRM) as part of a broader group of Tech Winners For The AI Revolution. I treat that kind of list as a starting universe for core positions rather than a shopping list to buy all at once.
From there, I match position sizes and entry points to my own risk tolerance and time horizon. For long‑term capital, I am more comfortable averaging into pullbacks in diversified giants like Microsoft or Amazon than in narrow, unprofitable AI start‑ups. I also pay attention to the timelines flagged in the reporting—Nov 16, 2025 for the latest dip commentary, Jul 23, 2025 for Ives’ mid‑year picks, and Dec 30, 2024 for the earlier “Tech Winners” list—because they remind me that sentiment can swing quickly while the underlying AI build‑out plays out over years. In that context, I see Dan Ives’ argument as a useful guidepost: use volatility to accumulate high‑quality AI exposure, but let your investment goals, not the headlines, dictate how aggressively you buy the dip.
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Elias Broderick specializes in residential and commercial real estate, with a focus on market cycles, property fundamentals, and investment strategy. His writing translates complex housing and development trends into clear insights for both new and experienced investors. At The Daily Overview, Elias explores how real estate fits into long-term wealth planning.
