Dan Ives Says Tech Has Bottomed—Here's How to Invest Now

• Tech sell-off is likely the bottom, with tech stocks poised for all-time highs later this year.
• The AI revolution is unstoppable, driving significant spending and growth across the sector.
• Software and cybersecurity are currently misunderstood and undervalued, presenting key investment opportunities.
• Geopolitical tensions need to be resolved within a few weeks to prevent prolonged impact on tech growth.

Dan Ives maintains a bullish outlook on the tech sector, asserting that the current sell-off marks a bottom, especially as the AI revolution is unstoppable. He advises investors to look for opportunities in undervalued software and cybersecurity names, expecting tech stocks to reach new highs later this year, provided geopolitical tensions remain contained.