Forget Nvidia!! - Dan Ives Just Made A Bold Call - These AI Stocks Are Positioned To Lead Next

This is an arms race and when you think about what SpaceX is doing, the only way to get there is capbacks. And I think that's look that's a double-edged sword as going public because the scrutiny is going to be there. Look, we've seen it across big tech, you know, when it comes to the hyperscalers on a on a different version. That's essentially what's happened with SpaceX as they're trying to catch up to open AI anthropic and as we used to talk about really building out the vision. I mean you go back to Nvidia right where it's gaming and then going after AI. The reality is is that the gold at the end of the rainbow is is around data AI and I think when you're going through this arms race where and you see it from all the chip players all the memory players costs are getting more expensive and you are not just you're not just one of one in a room you're one of many trying to get after those chips and the buildout. While mega caps like Nvidia and Microsoft dominate everyday headlines, retail investors blinded by FOMO are looking in all the wrong places. Wall Street's premier tech strategist Dan Ies reveals a far more lucrative dynamic at play. The 8:1 multiplier effect. For every single dollar spent on primary NVIDIA GPUs, [music] an aggressive mandatory 8 to10 spills directly into subtier infrastructure specialized semiconductor equipment, specialized cloud hosts, and enterprise security platforms. With hypers scale AI capital expenditures surging past $200 billion annually, smart money is actively pivoting away from crowded mega caps. The most explosive upside isn't sitting in the obvious household names. It rests in the critical supply chain bottlenecks capturing this massive title wave of secondary spending. In this video, we break down four high conviction under the radar category leaders sitting directly in the crosshairs of Ives's capex thesis. First is a specialized compute host renting out liquid cooled GPU clusters directly to hyperscalers, standing out as a prime multi-billion dollar acquisition target. Another is the indispensable chip equipment Titan supplying the exact deposition and etch tools required to manufacture high bandwidth memory [music] HBM. Then we'll have a software powerhouse executing real world monetization by converting raw enterprise LLM experimentation into multi-million dollar commercial contracts. And finally [music] we'll have a zerorust cyber security giant levying an absolute tax on every dollar of AI compute deployed across corporate networks. First on the list is a specialized neocloud operator, Nebius Group, NV, ticker NBIS, which is rapidly transforming into an indispensable AI infrastructure orchestrator. Nebius is tackling the AI compute bottleneck headon by moving beyond traditional hardwareheavy models into a high margin platform as a service framework by franchising its architecture to third-party developers and utilizing behindthe-ter solid oxide fuel cells to bypass utility interconnect delays. Nebus is slashing deployment times for gigawatt scale sites across North America and Europe while expanding its footprint into massive high- growth markets like India. The company's strategic positioning is reinforced by an existing multi-billion dollar contract backlog with major industry hyperscalers like Microsoft and Meta alongside a significant strategic stake held by Nvidia that ensures direct access to top tier GPU architectures. On the financial front, Nebus is rapidly scaling toward a projected $3 billion to $3.4 4 billion annual revenue run rate for fiscal year 2026, supported by connected power capacity rapidly approaching 1 gawatt. With long-term capacity targets expanding toward 5 gawatt to 7 gawatt by 2030, the firm's forward valuation reflects a compelling time arbitrage opportunity for investors looking past short-term market noise. Beyond raw compute rentals, Nebius is building a sticky software moat through the integration of key acquisitions like clarify, tavali, and iigen AI. This suite optimizes real-time search, model compression, and agentic workflows, enabling the company to extract higher revenue per watt. As hyperscalers continue their aggressive capital deployment, Nebia stands out as a prime beneficiary, capturing secondary spending streams across the global AI supply chain. Shifting from cloud hosting to the underlying silicon hardware, our second stock is Lamb Research Corporation, ticker LRCX. A semiconductor equipment powerhouse that acts as an indispensable high margin gatekeeper to the entire artificial intelligence supply chain. Lamb Research provides the essential etch and deposition tools required to manufacture advanced memory and high bandwidth memory architectures like HBM3e and HBM4. Rather than consuming capital, Lamb is a massive cash flow generator that funds its own expansion. This unique financial strength provides a bulletproof foundation as global wafer fabrication equipment spending accelerates into the low 150 billion range. Operating deep upstream in the chip manufacturing process, Lamb operates with unmatched pricing power and operating leverage. The company recently posted record quarterly performance with revenues reaching $6.72 billion [music] and gross margins expanding to 52%. Its highest quarterly level in two decades. This momentum is supported by a massive rebound in customer advanced deposits to $2.43 billion, an accelerating customer support business, and explosive growth in advanced packaging, which is tracking well above 70% year-over-year. As chipmakers race to tool next generation fabs, Lamb's management is guiding for sequential quarterly revenue scaling to $8.1 billion, backed by expanding operating margins near 39.5%. Crucially, Lamb solves one of the industry's toughest technical bottlenecks, vertical chip stacking. Without its proprietary conductor etch and selective deposition tools, next generation AI accelerators simply cannot achieve the memory bandwidth required for complex LLM processing. With a fortress balance sheet carrying $1 billion in net cash, zero dependence on debt markets, and a multi-year trajectory toward mid50% gross margins, Lamb Research exemplifies the ultimate rent collector, capturing high margin cash flows directly from big tech's multi-billion dollar capex push. Moving from hardware equipment to realorld software monetization, our third stock is Palunteer Technologies, Inc., Ticker PLTR, an enterprise software powerhouse executing commercial execution by converting raw AI infrastructure into operational decisions. Palunteer technologies acts as the foundational enterprise operating system [music] that connects complex machine learning models directly to corporate and government workflows. By translating raw large language model compute into actionable commercial results, Palanteer has effectively silenced critics, proving that high margin software platforms can extract immense pricing power from the broader AI deployment wave. The company's recent performance highlights a massive accelerating expansion across its commercial footprint. Palanteer delivered stunning year-over-year revenue growth of 93% [music] reaching $1.93 billion in quarterly revenue driven primarily by an explosive 149% surge in US commercial adoption. [music] Its artificial intelligence platform or AIP is executing rapid customer expansion securing landmark multi-year commercial deals across major law firms, financial institutions, [music] and global industrial leaders. On the government side, durable defense and sovereign AI demand continues to expand rapidly, generating $89 million in quarterly US government revenue and establishing a highly predictable high margin revenue floor. Palanteer exemplifies the compounding power of software operating leverage, generating adjusted operating margins and free cash flow margins well above 60%, the company is scaling fullear revenue guidance past 8.15 billion without sacrificing profitability. with remaining performance obligations surging 103% year-over-year to nearly $4.9 billion and net dollar retention reaching 157%. Palunteer stands out as a clear software leader. It effectively bridges the gap between hardware infrastructure and everyday business execution capturing multi-billion dollar enterprise budgets in the process. Finally, securing the entire ecosystem from infrastructure to software. Our fourth stock is Zscaler Inc. ticker ZS. A zerorust cyber security giant that levies an absolute non-negotiable tax on every dollar of enterprise AI compute deployed across corporate networks. Zcaler operates the world's largest inline cloud security exchange, intercepting over 750 billion daily transactions. As businesses transition from static human users to autonomous AI agents, Zscaler is executing a major strategic pivot, decoupling its business model from traditional headcount-based seat licensing and expanding into an elastic tokenized consumption engine. This structural evolution is already delivering substantial operational results. non-seatbased metered usage solutions now represent over 30% of new annual contract value with annual recurring revenue in this segment compounding at over 100% year-over-year. The rapid enterprise adoption of specialized platforms like AI Protect, [music] which surpassed $100 million in bookings in its first 12 months, [music] underscores Zcaler's role as the indispensable security guard rail for generative models and automated workflows. Financially, Zscaler continues to demonstrate high margin platform leverage. The company generated $850 million in quarterly revenue, reflecting a 25% year-over-year surge, while total annual recurring revenue crossed 3.5 billion. Non-GAAP operating margins expanded to an all-time high of 23% alongside robust operating cash flows that underscore its underlying earnings strength. While near-term infrastructure investments in specialized edge compute exert minor pressure on free cash flow margins, Zscaler's long-term unit economics remain exceptionally strong. By embedding its zero trust architecture directly into major public clouds and enterprise AI pipelines, Zscaler stands as a primary beneficiary, capturing the massive wave of secondary cyber security spending generated by big tech's infrastructure expansion. While Wall Street continues chasing overpriced mega caps, the real multibagger potential lies in the secondary supply chain bottlenecks capturing Dan Ies's 8 to1 multiplier effect. Position your portfolio where the actual capital flows. Subscribe now, hit the notification bell, and leave a comment below with which AI stock you're buying next.