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Tech Bull Market Has Years of Growth Ahead, Says Analyst Dan Ives

Tech Bull Market Has Years of Growth Ahead, Says Analyst Dan Ives

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Global Cryptocurrency

Published:

2025-11-14 20:28:02

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Five-star Wedbush analyst Dan Ives remains bullish on the tech sector, dismissing concerns over interest rates and AI stock valuations as "shortsighted." He predicts at least two more years of strong growth, citing a 30% surge in media chip demand since June as evidence of sustained momentum.

Ives foresees a "CapEx super cycle" where current technology investments could yield $8-$10 returns per dollar spent. Meta Platforms, Oracle, and Tesla stand out as top picks, with Meta receiving particular praise despite recent declines. The analyst advocates selective optimism, emphasizing infrastructure plays over blanket pessimism.

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