I believe AI will stay the dom

I believe AI will stay the dominant theme in 2026. Recent results from MDB, MRVL, and CRWD show that AI demand is broadening beyond hyperscalers into software and security, signaling a long-term structural trend rather than a short cycle.

I think Dan Ives’ updated list makes sense. CoreWeave, IREN $IREN Ltd(IREN)$ , and Shopify $Shopify(SHOP)$ fit the growing need for compute, energy-heavy AI infrastructure, and AI-driven commerce. The removals also feel reasonable given their weaker positioning in the AI monetization curve.

My top AI pick remains the major platforms like Nvidia $NVIDIA(NVDA)$ or Microsoft $Microsoft(MSFT)$ , which still hold the strongest long-term advantage. Among the newly added names, CoreWeave $CoreWeave, Inc.(CRWV)$ looks the most compelling infra play. Overall, I stay bullish on the sector heading into 2026, especially as enterprise adoption continues accelerating.

@Tiger_comments @TigerStars

2026 AI List: Do You Agree with Wedbush’s Picks?

Dan Ives updated his AI 30 winner list ahead of 2026, expecting Big Tech to remain the dominant force in financial markets next year. He anticipates another year of strong gains, projecting that major technology names could climb roughly 20% in 2026 as AI expands into broader commercial applications. ---------- SaaS earnings are out, who is the best AI pick for 2026? Would Snowflake's dip a buying opportunity? Are you familiar with SaaS stocks or just hold $IGV ETF?

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Recent results from MDB, MRVL, and CRWD show that AI demand is broadening beyond hyperscalers into software and security, signaling a long-term structural trend rather than a short cycle.\n\nI think Dan Ives’ updated list makes sense. CoreWeave, IREN <a href=\"https://ttm.financial/S/IREN\"> $IREN Ltd(IREN)$ </a>, and Shopify <a href=\"https://ttm.financial/S/SHOP\"> $Shopify(SHOP)$ </a>fit the growing need for compute, energy-heavy AI infrastructure, and AI-driven commerce. The removals also feel reasonable given their weaker positioning in the AI monetization curve.\nMy top AI pick remains the major platforms like Nvidia <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>or Microsoft <a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)$ </a>, which still hold the strongest long-term advantage. Among the newly added names, CoreWeave <a href=\"https://ttm.financial/S/CRWV\"> $CoreWeave, Inc.(CRWV)$ </a>looks the most compelling infra play. Overall, I stay bullish on the sector heading into 2026, especially as enterprise adoption continues accelerating.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a></body></html>","htmlText":"<html><head></head><body>I believe AI will stay the dominant theme in 2026. Recent results from MDB, MRVL, and CRWD show that AI demand is broadening beyond hyperscalers into software and security, signaling a long-term structural trend rather than a short cycle.\n\nI think Dan Ives’ updated list makes sense. CoreWeave, IREN <a href=\"https://ttm.financial/S/IREN\"> $IREN Ltd(IREN)$ </a>, and Shopify <a href=\"https://ttm.financial/S/SHOP\"> $Shopify(SHOP)$ </a>fit the growing need for compute, energy-heavy AI infrastructure, and AI-driven commerce. The removals also feel reasonable given their weaker positioning in the AI monetization curve.\nMy top AI pick remains the major platforms like Nvidia <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>or Microsoft <a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)$ </a>, which still hold the strongest long-term advantage. Among the newly added names, CoreWeave <a href=\"https://ttm.financial/S/CRWV\"> $CoreWeave, Inc.(CRWV)$ </a>looks the most compelling infra play. Overall, I stay bullish on the sector heading into 2026, especially as enterprise adoption continues accelerating.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a></body></html>","text":"I believe AI will stay the dominant theme in 2026. Recent results from MDB, MRVL, and CRWD show that AI demand is broadening beyond hyperscalers into software and security, signaling a long-term structural trend rather than a short cycle. I think Dan Ives’ updated list makes sense. CoreWeave, IREN $IREN Ltd(IREN)$ , and Shopify $Shopify(SHOP)$ fit the growing need for compute, energy-heavy AI infrastructure, and AI-driven commerce. The removals also feel reasonable given their weaker positioning in the AI monetization curve. My top AI pick remains the major platforms like Nvidia $NVIDIA(NVDA)$ or Microsoft $Microsoft(MSFT)$ , which still hold the strongest long-term advantage. Among the newly added names, CoreWeave $CoreWeave, Inc.(CRWV)$ looks the most compelling infra play. 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