Dan Ives: "The AI Market Collapse Is A Lie" – You Just Need 3 Blue-Chips Stocks To Buy At Dip

I think it's it's the application infrastructure layer that's going to really be the hearts and lungs because if you think about today all the data centers getting built those data centers are going to it'll be like a a factory for cars you build out the factory but now you actually need the lines what's the operation the when you look at as more and more companies on the use cases that's enterprise that's software That's use cases. >> Are you confident the app layer won't become commoditized? >> I would tell you the more and more companies that I talk to that are deploying AI and going down the AI path, I feel that that's become less and less of a risk. There'll be winners and losers. They'll be ones where ultimately they're on the wrong side of it and maybe some of those stocks reflecting some of the nervousness. But the view today is that look, we're still in the third inning of the AI revolution. Markets are slamming into a brutal correction, sending major tech indices into a sudden tail spin and leaving active investors trapped in a white knuckle panic. With lowcost open-source models out of China threatening an aggressive software price war, bears are shouting that tech giants are overbared and burning through vital capital. But while emotional retail traders dump their shares, Wall Street titan Dan Ies, a 25-year tech research veteran who engineered a $1.1 billion AI revolution ETF, is issuing an authoritative databacked wakeup call. This isn't an execution failure. It's a rare generational buy the dip opportunity. IB structural thesis cuts cleanly through the market noise. His analytical data confirms we are only in the third inning of a multi-trillion dollar fourth industrial revolution. While the masses panic over the near-term commoditization of fundamental software models, they completely fail to recognize that the true wealth generation has transitioned to physical infrastructure, hypers scale data center buildouts, and enterprise application layers. Crucial mega cap market leaders that were far too expensive just months ago have suddenly become incredibly attractive at these suppressed prices. Stop staring at the red screens in fear. If you want to outperform the broader index, you must capitalize on this institutional overreaction and accumulate the structural winners while they are cheap. Today, we are unlocking the exact three blue chip tech powerhouses trading at an absolute bargain that perfectly match Dan IV's high conviction playbook. Let's begin with a semiconductor powerhouse that has been completely mispriced in this recent market rotation. Micron Technology trading under the ticker symbol MU. Shares have pulled back roughly 30% from their recent highs, dropping under the $850 mark. Yet, the core business has never been healthier. Micron sits at the absolute epicenter of the artificial intelligence boom. Designing the critical high bandwidth DRRAM memory chips paired with next generation AI processors alongside high-capacity nan storage for modern server trays. The strategic shift in their business model is the real gamecher here. Micron has locked in 16 strategic customer agreements, massive long-term takeray contracts that completely dismantle the volatile boom and bust cycles of the past, giving them unprecedented revenue visibility for years to come. When you look at the raw financial performance, the numbers are absolutely staggering. In its latest fiscal third quarter, Micron generated 41.46 46 billion in revenue, which represents a massive 73.7% sequential surge and a 345% jump year-over-year. They generated an astounding $18.3 billion in free cash flow in a single quarter, pulling their outstanding debt down to just $760 million. Their gross margins clocked in at an incredible 84.9%. Looking ahead to the next quarter, momentum is expected to accelerate even further with management forecasting $50.5 billion in sales and adjusted gross margins climbing to 86% driving quarterly earnings per share above $30 with an order backlog extending over six quarters. The consensus fiscal 2027 earnings estimate stands at $150 per share, leaving this tech titan trading at a forward earnings multiple of just 5.6 six times. Transitioning smoothly from memory infrastructure to the undisputed king of custom silicon and networking. Our second stock is Broadcom, trading under the ticker symbol AVGO. While short-term market anxiety has knocked the asset down roughly 23% from its recent highs, the company's competitive moat is actively expanding. Broadcom's genius lies in building highly integrated custom applicationspecific integrated circuits and high-speed connectivity solutions that lock hyperscalers into their architecture years prior to implementation. This business model creates exceptionally high switching costs, turning Broadcom into an irreplaceable infrastructure partner rather than a simple component supplier. This unrivaled dominance is backed by massive multigeneration contracts with the most well- capitalized tech titans on Earth. Apple extended its strategic partnership through 2031 in an agreement exceeding $30 billion for over 15 billion Americanmade chips. Furthermore, Broadcom extended its AI accelerator roadmaps with Meta through 2029 and is collaborating with OpenAI on their custom accelerator project to power gigawatt scale data centers. These deeply embedded agreements provide an astounding 164.6 $6 billion in remaining performance obligations. Financially, the data proves Broadcom is monetizing massive capital expenditure cycles with supreme efficiency. In its latest quarter, revenue jumped 48% year-over-year to $22.2 billion, driven by a 143% surge in AI semiconductor revenue to $10.8 billion, alongside quarterly AI bookings crossing $30 billion and $10.2 2 billion in free cash flow. With fullear AI semiconductor guidance raised to 56 billion and fiscal 2027 AI revenues projected to surpass $100 billion, upcoming third quarter revenue is poised to surge 85% year-over-year to $ 29.43 billion, offering a massive valuation discount with a forward PEG ratio of just 0.72. Moving from networking dominance straight to the crown jewel of the entire artificial intelligence revolution, our third stock is Nvidia Corporation, trading under the ticker symbol NVDA. While short-term market anxiety and groundless rumors of roadmap delays have pulled the stock down roughly 14% from its peak, the global supply chain confirms that its structural momentum remains completely flawless. The most bullish signals for this semiconductor giant are actually coming from upstream suppliers like TSMC and ASML, whose raised guidance proves that the market remains supply constrained rather than demand constrained, signaling a multi-year investment cycle. Nvidia's business model focuses on an extreme co-design of hardware and software, transforming standard data centers into high return AI factories. Upstream metrics validate this trajectory as TSMC recently posted stellar quarterly revenues of $40.2 billion with a 67.7% gross margin while confirming that the cuttingedge 3nanmter process node required for Nvidia's next generation chips is entirely booked out. To meet this demand, advanced co-ass packaging capacity is expanding by nearly 50% to 1.31 million wafers with Nvidia securing over half of that global allocation. This massive footprint directly paves the way for the high volume launch of the Vera Rubin platform in the second half of this year, which will deliver up to 35 times higher inference throughput and 10 times greater revenue compared to Blackwell. Financially, the operational reality eclipses market panic with Consensus projecting an 82% revenue surge and an 88% leap in earnings per share for fiscal 2027. Despite this explosive growth, the valuation multiple has compressed to 23.6 times forward earnings, set to plunge to just 16.5 times by fiscal 2028, rendering this pullback a rare entry point. This market correction is a temporary technical disconnect from fundamental reality. Capitalizing on this institutional panic allows you to secure positions in elite cashg generating tech powerhouses before the broader market wakes up to the third inning of this multi-trillion dollar expansion. Tune out the noise, secure the structural winners, and position your portfolio for the next massive wave of tech dominance.