Dan Ives: The Tech Sell-Off Is a ‘Clear Buying Opportunity'

• The current tech sell-off is a 'healthy pullback' and a 'clear buying opportunity' for long-term investors in the AI revolution.
• Microsoft is highlighted as a 'generational opportunity' among the Magnificent Seven, with Apple also recommended for a buy-and-hold strategy.
• Ives expects a monetization inflection point for AI in 2026 and maintains a firm view of 20-25% returns for the Nasdaq this year.

Dan Ives remains bullish on AI despite tech's underperformance, viewing the current sell-off as a 'healthy pullback' and a 'clear buying opportunity.' He emphasizes focusing on fundamental checks and building positions in key AI winners like Microsoft and Palantir, expecting a monetization inflection point in 2026 and strong Nasdaq returns this year.