Dan Ives’ AI Stock Picks Explode: CRWD, RBLX, GEV, NBIS Emerge as New Market Winners

Wall Street's go-to tech oracle just expanded the playbook—and traders are scrambling.

Fresh Picks, Big Bets

Dan Ives of Wedbush isn’t just talking AI—he’s naming names. CrowdStrike, Roblox, GEV, and NBIS just landed on his radar, joining an elite roster of companies positioned to cash in on the intelligence revolution.

No fluff, no vague sector calls—just straight tickers with concrete upside. Ives cites hardening cybersecurity budgets, immersive platform engagement, and infrastructure build-out as key drivers. These aren’t speculative moonshots; they’re grounded plays on where real capital is flowing.

Timing, as always, is everything. With macro uncertainty still looming, Ives’ endorsement offers a dose of clarity—or at least, a well-researched guess. Because let’s be honest: in a market this jumpy, even analysts need a win.

So as algo-traders and fund managers digest the update, one thing’s clear: when Ives speaks, Wall Street listens. Even if half of them are just copying his homework.

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For context, Ives has been following the tech sector on Wall Street for more than two decades. He serves as Managing Director and Senior Equity Research Analyst at Wedbush Securities. Notably, he holds a solid 4.6-star rating on TipRanks and is ranked 890 out of nearly 10,000 analysts tracked.

Ives Refreshes AI Stock Picks

In his Sunday note, Ives announced the addition of four new names to his AI 30 list. Cybersecurity company CrowdStrike cut demand for data protection rises alongside AI adoption. At the same time, electric services company GE Vernova was highlighted as a key player in powering the growing AI data center build-out.

In addition, gaming platform firm Roblox joined the list with its AI-driven discovery tools, boosting user engagement and monetization potential. Finally, Nebius, a cloud infrastructure provider backed by Nvidia (NVDA), earned a spot as demand for its services continues to outpace supply.

Ives believes his “AI 30” listed companies will “define the future of the AI theme over the coming years.”

The “AI 30” list also powers the Dan Ives Wedbush AI Revolution ETF (IVES), which was launched in Q2. Since its inception, the fund has gained 11.4%.

Which of Dan Ives’ Fresh AI Stock Picks Is the Smartest Buy?

Using TipRanks’ Stock Comparison Tool, we placed CRWD, RBLX, GEV, and NBIS against each other to find the best stock, according to analysts. Among these companies, RBLX and NBIS are rated Strong Buy by analysts. However, the upside potential differs significantly. RBLX’s stock price target of $146.35 implies an upside of 22% from current levels, while Nebius offers a modest 3% upside.

On the other hand, CRWD and GEV are rated Moderate Buy by analysts