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Response:

Calculated Shard: 198 (from laksa152)

2. Crawled Status Check

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curl -X POST \
  'http://laksa198.int.ahrefs:8124/' \
  -H 'Content-Type: text/plain' \
  -H 'X-ClickHouse-Database: crawler3' \
  -H 'Authorization: Basic YXBpOg==' \
  -d 'SELECT getAhrefsURLFromUnparsed(src_unparsed) AS found_url, ifNull(toUnixTimestamp(download_stamp), 0) AS crawl_time, ifNull(toUnixTimestamp(props_url_first_seen), 0) AS first_indexed_time, download_http_code AS http_code, src_unparsed AS src_unparsed, src_root_hash AS src_root_hash, history_drop_reason AS history_drop_reason, meta_title AS meta_title, meta_descriptions AS meta_descriptions, attrs_boilerpipe_text AS attrs_boilerpipe_text, attrs_markdown AS attrs_markdown, attrs_readable_markdown AS attrs_readable_markdown, meta_canonical AS meta_canonical FROM crawler3.page_info_local FINAL PREWHERE (src_root_hash, src_unparsed) IN ((getAhrefsRootHashFromUnparsed(getAhrefsUnparsedNoserviceFromURL(\'https://www.thestreet.com/investing/stocks/popular-analyst-reveals-9-buy-the-dip-tech-stocks\')), getAhrefsUnparsedNoserviceFromURL(\'https://www.thestreet.com/investing/stocks/popular-analyst-reveals-9-buy-the-dip-tech-stocks\'))) FORMAT JSONEachRow'

Response:

{"found_url":"https:\/\/www.thestreet.com\/investing\/stocks\/popular-analyst-reveals-9-buy-the-dip-tech-stocks","crawl_time":1776387498,"first_indexed_time":1768935305,"http_code":200,"src_unparsed":"com,thestreet!www,\/investing\/stocks\/popular-analyst-reveals-9-buy-the-dip-tech-stocks s443","src_root_hash":"16830918639483046198","history_drop_reason":null,"meta_title":"Popular analyst reveals 9 ‘buy the dip’ tech stocks - TheStreet","meta_descriptions":["The top analyst says investors should be buying the Greenland selloff in these technology stocks."],"attrs_boilerpipe_text":"Key Points\nPresident Donald Trump’s new tariffs on Europe have rattled tech stocks and reignited trade-war fears.\nAnalyst Dan Ives sees the tech stock decline as a buy-the-dip opportunity for investors.\nIves recommends buying nine specific tech and AI stocks amid ongoing market volatility.\nI started out on\nWall Street\nback in 1997, and one thing I’ve learned over the years is that the market hates uncertainty. Unfortunately, uncertainty is back after President Donald Trump kicked the tariffs beehive over the weekend, placing\n10% tariffs\non European allies in a bid to cudgel support for his plans for Greenland.\nThe move sent shockwaves through the stock market, as trade war worries had receded after a record-setting run in technology stocks. After pausing reciprocal tariffs in early April last year, the tech-heavy Nasdaq index\nsoared 54%\nthrough January 16, before the new tariffs were announced.\nThe potential for higher tariffs to rekindle a trade war, impacting imports of everything from wine to luxury autos, has battered many popular tech stocks, but there may be a silver lining.\nWedbush Securities\nDan Ives\n, one of the most popular analysts on Wall Street, has been navigating the markets since the 1990s. On January 20, he sent a message from Davos, where this year’s World Economic Forum is getting underway, saying that a tech-stock selloff is creating a buy-the-dip moment for investors.\nRead on to learn what stocks Ives thinks are bargain buys, and my take on how to approach them.\n9 stocks Dan Ives thinks investors should buy on Greenland stock market drop\nTechnology stocks have been underperforming other market sectors, including health care and energy, recently, and among those with the most lackluster returns lately are the so-called\nMagnificent 7\nstocks: Alphabet (parent company of Google), Amazon, Apple, Meta Platforms (parent company of Facebook and Instagram), Microsoft,\nNvidia\n, and Tesla.\nThose stocks are among a select group of companies with massive market caps that have grown to dominate the benchmark\nS&P 500\nand Nasdaq 100 indexes.\nTech stocks are reeling after President Trump’s Greenland tariffs kick-started a trade war.\nTriballeau\/Getty Images\nIn recent months, however, Mag 7 stock returns have trailed other baskets. For example, the\nRoundhill Magnificent Seven ETF\n(\nMAGS\n) is down 3.6% year to date, while the\nSPDR Energy Select ETF\n(XES) is up 11.7%.\nThe relative underperformance is increasing today after President Donald Trump said eight European nations will face a new 10% tariff on February 1, rising to 25% on June 1, 2026.\nThe MAGS ETF is down 1.8% at last check on January 20, but it’s not just tech’s biggest stars that are tumbling. The damage is widespread, causing many high-profile\nAI\nstocks to dip as well.\nApple\n, the consumer electronics giant, an\nd Nvidia, the de facto golden boy of AI, are down 2.8%.\nMore Tech Stocks:\nMorgan Stanley sets jaw-dropping Micron price target after event\nNvidia’s China chip problem isn’t what most investors think\nQuantum Computing makes $110 million move nobody saw coming\nMorgan Stanley drops eye-popping Broadcom price target\nApple analyst sets bold stock target for 2026\nThose two are among a select group of technology stocks that Ives thinks are in the bargain bin and worth buying.\n“On weakness this morning, we would be buying many of our\nIVES\nAI 30 names,” said\nIves\n. “The back-and-forth war of words between Trump and the EU will give investors another opportunity to own the tech winners.”\nHere’s the complete list of tech stocks Ives called out as being on sale.\nNo. 1: Nvidia\n(\nNVDA\n)\nNvidia\nis the leading picks-and-shovels AI infrastructure play. Its Hopper (H100, H200) and Blackwell (B100, B200) GPUs are ideally suited to handling AI’s heavy workload, making them the backbone of hyperscalers’ data center spending. The upcoming launch of its\nVera Rubin chip lineup\n, tools accelerating agentic AI development, and high-speed networking equipment linking servers together for greater speed and efficiency position it for another massive year for sales and profits in 2026.\nMore reading:\nNvidia CEO sends biblical-scale reality check on AI\nNo. 2: Microsoft\n(\nMSFT\n)\nFew companies were as early to the AI scene as\nMicrosoft.\nThe company has moved from being the engine behind PCs and laptops to a data center dynamo, and its stake in OpenAI (the company behind ChatGPT) has enabled it to create new upsell opportunities for\nAzure\ncustomers and subscribers to its\nM365\n(formerly Office 365) software suite. Growing inference (the fancy name for using AI apps) positions the company for significant growth in 2026, while\nhigher prices for M365\nshould drive revenue growth for quarters to come as contracts renew.\nMore reading:\nGoldman Sachs revamps Microsoft stock price target before earnings\nNo. 3:\nPalantir\n(\nPLTR\n)\nPerhaps\nAlex Karp\nis the only tech CEO who can rival\nElon Musk\nin terms of a cult of personality. Karp seemingly single-handedly ushered\nPalantir\ninto the AI conversation, turning the longtime data analytics company into an AI development juggernaut. Its Foundry and Gotham, backed by the\nArtificial Intelligence\nPlatform\n, have become a go-to for\nFortune 500\ncompanies eager to develop AI apps securely. The potential for increased government AI spend and ongoing enterprise growth are expected to drive\nPalantir’s revenue and earnings higher\nin 2026.\nMore reading:\nPalantir stock faces a pressure-cooker moment\nNo. 4: CrowdStrike\n(\nCRWD\n)\nCybersecurity is increasingly complex. Hackers are turning to AI to launch more sophisticated attacks, and that’s increasing demand for next-generation cyber protection offered by\nCrowdStrike’s Falcon\nplatform. Ives thinks cybersecurity is “a second\/third derivative beneficiary of the AI Revolution,” and views CrowdStrike as a key beneficiary of rising adoption of next-gen tools over the next year.\nMore reading:\nVeteran analyst resets AI stock buy list for 2026\nNo. 5: Nebius\n(\nNBIS\n)\nDemand for AI compute power is so significant that companies are turning to\nneocloud\noperators such as Nebius to fill the gap.\nNebius\n, backed by Nvidia, operates data centers packed with clusters of high-performance Nvidia GPUs rented to customers. In September, Microsoft inked a\n$17.4 billion dea\nl\nto lock in access to Nebius servers.\nMore reading:\nMicrosoft turns to neocloud to solve major problem\nNo. 6: Apple\n(\nAAPL\n)\nApple has been a longtime favorite of Ives. Apple\niPhone\nusers have been slower to upgrade devices in recent years, but that could change if Apple’s long-awaited AI chatbot delivers “must-have” features. The company has been panned for being slow to launch a solution to rival OpenAI’s ChatGPT or Google’s Gemini; however, analysts expect 2026 to mark a significant Apple AI rollout, particularly following a January decision to use\nGoogle’s AI as a backbone\n.\nMore reading:\nApple makes high-stakes Siri change as Services growth takes center stage\nNo. 7: Palo Alto\n(\nPANW\n)\nLike CrowdStrike,\nPalo Alto\nis a cybersecurity superstar. The company’s hardware is at the heart of enterprise and government data security, and last year’s decision to spend\n$25 billion\nto buy CyberArk helped create an “all-in-one shop for all cyber solutions to battle the rising threats from AI while injecting this technology into its broader portfolio,”\naccording to Ives\n.\nMore reading:\nPalo Alto Networks’ growth, outlook in AI earn plaudits\nNo. 8: Alphabet\n(\nGOOGL\n)\nAlphabet is an AI powerhouse thanks to\nGoogle Cloud\n, its hyperscaler business, and Gemini, its AI chatbot. The company’s all-in on AI overviews, and Gemini is reshaping search, creating new opportunities and deeper user engagement to fend off rival chatbots. Apple’s decision to use Gemini in its own AI push is a testament to its leadership in the space, and incorporating AI tools provides significant opportunities to leverage its advertising business. Meanwhile, Google Cloud is among the major data center players, positioning it perfectly to handle customers’ AI workloads.\nMore reading\n:\nBank of America revamps Alphabet stock after Google enters two key partnerships\nNo. 9: Tesla\n(\nTSLA\n)\nTesla hasn’t had an easy time of it this past year, as controversy over\nElon Musk\n‘s role as head of the Department of Government Efficiency (DOGE) alienated core customers here and abroad, causing sales growth of Model 3s and Ys to slip. Still, Ives thinks Tesla’s long-term story is more than selling cars. Tesla is leaning into autos-as-a-service, pushing toward autonomous\nRobotaxis\nand subscription-based autonomous-driving software. Ives also thinks Tesla’s\nOptimus\nputs it in a unique position to lead physical AI, including humanoid robots.\n“We believe Tesla could reach a $2T\nmarket cap\nover the coming year and in a bull case scenario $3T by the end of 2026,”\nwrote Ives\nto Wedbush clients in December.\nMore reading:\nElon Musk drops a surprise curveball on Nvidia\nWhat investors should do now\nI own many of these stocks (see my disclosure below). Many of them have fallen sharply from all-time highs notched in the fourth quarter. Still, investors need to remember that market momentum is hard to predict in the short term.\nThe stock market overall is arguably stretched, suggesting we could see more downside in these names, particularly given how much they’ve rallied since 2022’s bear-market lows.\nIf you’re interested in Ives’ buy-the-dip wish list, consider spreading out buys over time rather than going all-in at once. Buying over time means you won’t “nail the bottom,” but legging into positions can be a good way to insulate yourself against further downside.\nOver time, I’ve found that’s a wiser strategy than tossing caution to the wind when it comes to investing your hard-earned cash during a sell-off.\nTodd Campbell owns shares of Nvidia, Microsoft, Palantir, Apple, Alphabet, and Tesla.\nAbout the authors\nTodd Campbell is the Co-Editor-in-Chief of TheStreet and a 30-year Wall Street veteran. A former series 7 licensed broker and Series 65 licensed investment advisor, he founded E.B. Capital Markets, LLC to provide institutional research to top fund managers. He is the creator of  proprietary sector, industry, and stock rotation model, a multifactor framework designed to identify major shifts before they become consensus. Previously a primary voice at The Motley Fool, Todd has authored 8,000+ articles and his market analysis has been featured in Barron’s and The New York Times.\nHe leverages his institutional expertise to provide actionable stock market and macro insight for TheStreet. Connect with him on LinkedIn and X.\nCeline is a writer and editor with over 20 years of experience and has covered diverse news, features, academic\/research, and legal topics. At TheStreet.com, Celine is a senior editor with experience across retail, stocks, investing, personal finance, technology, the economy, and travel. ","attrs_markdown":"[Skip to main content](https:\/\/www.thestreet.com\/investing\/stocks\/popular-analyst-reveals-9-buy-the-dip-tech-stocks#main-content)\n\nNewsletter\n\nSign in\n\n[![](https:\/\/www.thestreet.com\/.image\/NDA6MDAwMDAwMDAyNzUwMjg4\/thestreet-logo-1.svg?io=1&profile=w256)](https:\/\/www.thestreet.com\/)\n\n[![](https:\/\/www.thestreet.com\/.image\/NDA6MDAwMDAwMDAyNzUwMjg4\/thestreet-logo-1.svg?io=1&profile=w256)](https:\/\/www.thestreet.com\/)\n\n- [Tech](https:\/\/www.thestreet.com\/technology)\n- [Retail](https:\/\/www.thestreet.com\/retail)\n  Retail\n  \n  [All Retail](https:\/\/www.thestreet.com\/retail)[Travel](https:\/\/www.thestreet.com\/travel)[Restaurants](https:\/\/www.thestreet.com\/restaurants)[Automotive](https:\/\/www.thestreet.com\/automotive)\n  \n  [View post: Oreo maker creates controversial milk chocolate bars](https:\/\/www.thestreet.com\/retail\/oreo-maker-creates-milk-chocolate-bars-with-lab-grown-cocoa)![Oreo maker creates controversial milk chocolate bars](https:\/\/www.thestreet.com\/.image\/NDA6MDAwMDAwMDAyNzUzNDM3\/oreo-mondelez-mondelez-sweet-lead.jpg?io=1&profile=w256&ar=1-1)\n  \n  [Oreo maker creates controversial milk chocolate bars](https:\/\/www.thestreet.com\/retail\/oreo-maker-creates-milk-chocolate-bars-with-lab-grown-cocoa)\n  \n  Read More\n  \n  [View post: Target brings back nostalgic treat for limited time](https:\/\/www.thestreet.com\/retail\/target-brings-back-nostalgic-treat-for-limited-time)![Target brings back nostalgic treat for limited time](https:\/\/www.thestreet.com\/.image\/NDA6MDAwMDAwMDAyODgwMDc2\/shutterstock_1146517226-1.jpg?io=1&profile=w256&ar=1-1)\n  \n  [Target brings back nostalgic treat for limited time](https:\/\/www.thestreet.com\/retail\/target-brings-back-nostalgic-treat-for-limited-time)\n  \n  Read More\n  \n  [View post: Another mall retailer quietly closed over 150 locations](https:\/\/www.thestreet.com\/retail\/journeys-shutters-more-than-150-stores-as-mall-traffic-shifts)![Another mall retailer quietly closed over 150 locations](https:\/\/www.thestreet.com\/.image\/MTkyMTcxODQ2MzkyMDk1OTIw\/mall-shoppers-lead-3-js-090722.jpg?io=1&profile=w256&ar=1-1)\n  \n  [Another mall retailer quietly closed over 150 locations](https:\/\/www.thestreet.com\/retail\/journeys-shutters-more-than-150-stores-as-mall-traffic-shifts)\n  \n  Read More\n- [Investing](https:\/\/www.thestreet.com\/investing)\n  Investing\n  \n  [All Investing](https:\/\/www.thestreet.com\/investing)[ETFs](https:\/\/www.thestreet.com\/investing\/etfs)[Stocks](https:\/\/www.thestreet.com\/investing\/stocks)[Earnings](https:\/\/www.thestreet.com\/investing\/earnings)[Mutual Funds](https:\/\/www.thestreet.com\/tag\/mutual-funds)\n  \n  [View post: The World Bank has stark message on Strait of Hormuz](https:\/\/www.thestreet.com\/economy\/the-world-bank-has-stark-message-on-strait-of-hormuz)![The World Bank has stark message on Strait of Hormuz](https:\/\/www.thestreet.com\/.image\/NDA6MDAwMDAwMDAyOTQzNjE5\/key-speakers-at-the-bloomberg-philanthropies-2025-global-forum.jpg?io=1&profile=w256&ar=1-1)\n  \n  [The World Bank has stark message on Strait of Hormuz](https:\/\/www.thestreet.com\/economy\/the-world-bank-has-stark-message-on-strait-of-hormuz)\n  \n  Read More\n  \n  [View post: What private credit troubles? 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[Stocks](https:\/\/www.thestreet.com\/investing\/stocks)\n\n# Popular analyst reveals 9 ‘buy the dip’ tech stocks\nThe top analyst says investors should be buying the Greenland selloff in these technology stocks.\n\nJan 20, 2026 4:58 PM EST\n\n![](https:\/\/www.thestreet.com\/.image\/MTg4NDc3ODk3MjIzMTg2Mzc5\/gundalow-headshot.jpg?io=1&profile=w256&ar=1-1)\n\nBy [Todd Campbell](https:\/\/www.thestreet.com\/author\/todd-campbell)\n\nCo-Editor-In-Chief\n\nReviewed by [Celine Provini](https:\/\/www.thestreet.com\/author\/celine-provini)\n\n0\n\n[Add us on](https:\/\/www.google.com\/preferences\/source?q=thestreet.com)\n\n![A NYSE trader listens on the floor of the stock exchange.](https:\/\/www.thestreet.com\/.image\/NDA6MDAwMDAwMDAyODQ0ODYy\/nyse-trader-1-20-2026-gettyimages-2245509709.jpg?io=1&profile=w2560&ar=4-3)\n\nPlatt\/Getty Images\n\nRelated Articles\n\n[View post: The World Bank has stark message on Strait of Hormuz](https:\/\/www.thestreet.com\/economy\/the-world-bank-has-stark-message-on-strait-of-hormuz)![](https:\/\/www.thestreet.com\/.image\/NDA6MDAwMDAwMDAyOTQzNjE5\/key-speakers-at-the-bloomberg-philanthropies-2025-global-forum.jpg?io=1&profile=w256&ar=1-1)\n\nEconomy\n\n[The World Bank has stark message on Strait of Hormuz](https:\/\/www.thestreet.com\/economy\/the-world-bank-has-stark-message-on-strait-of-hormuz)\n\nHillary Remy\n\n[View post: Target's \\$120 floor sofa has an adjustable 6-position backrest that folds out into a bed](https:\/\/www.thestreet.com\/deals\/costway-foldable-floor-sofa-bed-target-sale)![](https:\/\/www.thestreet.com\/.image\/NDA6MDAwMDAwMDAyOTQxNjUz\/target-logo.jpg?io=1&profile=w256&ar=1-1&x=45&y=35)\n\nDeals\n\n[Target's \\$120 floor sofa has an adjustable 6-position backrest that folds out into a bed](https:\/\/www.thestreet.com\/deals\/costway-foldable-floor-sofa-bed-target-sale)\n\nPauline Lacsamana\n\n[View post: What private credit troubles? Big bank leaders mixed on whether contentious asset class is a risk](https:\/\/www.thestreet.com\/markets\/what-private-credit-troubles-big-bank-leaders-mixed-on-whether-contentious-asset-class-is-a-risk)![](https:\/\/www.thestreet.com\/.image\/NDA6MDAwMDAwMDAyOTM5MTY3\/wall-street.jpg?io=1&profile=w256&ar=1-1)\n\nMarkets\n\n[What private credit troubles? Big bank leaders mixed on whether contentious asset class is a risk](https:\/\/www.thestreet.com\/markets\/what-private-credit-troubles-big-bank-leaders-mixed-on-whether-contentious-asset-class-is-a-risk)\n\nNoah Weidner\n\n- [APO](https:\/\/www.thestreet.com\/quote\/APO)\n- [ARES](https:\/\/www.thestreet.com\/quote\/ARES)\n- [OWL](https:\/\/www.thestreet.com\/quote\/OWL)\n\n[View post: Oreo maker creates controversial milk chocolate bars](https:\/\/www.thestreet.com\/retail\/oreo-maker-creates-milk-chocolate-bars-with-lab-grown-cocoa)![](https:\/\/www.thestreet.com\/.image\/NDA6MDAwMDAwMDAyNzUzNDM3\/oreo-mondelez-mondelez-sweet-lead.jpg?io=1&profile=w256&ar=1-1&x=62&y=47)\n\nRetail\n\n[Oreo maker creates controversial milk chocolate bars](https:\/\/www.thestreet.com\/retail\/oreo-maker-creates-milk-chocolate-bars-with-lab-grown-cocoa)\n\nNina Zdinjak\n\nRecommended on TheStreet Pro\n\n[View post: Chart of the Day: Surging SuRo Capital Is Attracting More Attention](https:\/\/pro.thestreet.com\/portfolio\/chart-of-the-day-surging-suro-capital-is-attracting-more-attention)![](https:\/\/www.thestreet.com\/.image\/MjA0NTM3NzU0OTA3MTI1MDUx\/dividends-take-the-cash-or-reinvest.jpg?io=1&profile=w256&ar=1-1)\n\nPROPortfolio\n\n[Chart of the Day: Surging SuRo Capital Is Attracting More Attention](https:\/\/pro.thestreet.com\/portfolio\/chart-of-the-day-surging-suro-capital-is-attracting-more-attention)\n\nBob Lang\n\n[View post: Big Banks Find the Consumer Is Resilient. That's Good for This Holding.](https:\/\/pro.thestreet.com\/portfolio\/big-banks-find-the-consumer-is-resilient-thats-good-for-this-holding)![](https:\/\/www.thestreet.com\/.image\/MjIyNzEzNzQ0MDM4MzA3MjY1\/untitled.jpg?io=1&profile=w256&ar=1-1)\n\nPROPortfolio\n\n[Big Banks Find the Consumer Is Resilient. That's Good for This Holding.](https:\/\/pro.thestreet.com\/portfolio\/big-banks-find-the-consumer-is-resilient-thats-good-for-this-holding)\n\nChris Versace\n\n[View post: China’s Surprise Growth Shows Silence on Iran, U.S. Trade Can Be Golden](https:\/\/pro.thestreet.com\/market-commentary\/chinas-surprise-growth-shows-silence-on-iran-u-s-trade-can-be-golden)![](https:\/\/www.thestreet.com\/.image\/MjA0NTM3NzU0NjM5NDExMTI5\/to-china-and-back-updates-on-several-holdings.png?io=1&profile=w256&ar=1-1)\n\nPROMarket Commentary\n\n[China’s Surprise Growth Shows Silence on Iran, U.S. Trade Can Be Golden](https:\/\/pro.thestreet.com\/market-commentary\/chinas-surprise-growth-shows-silence-on-iran-u-s-trade-can-be-golden)\n\nAlex Frew McMillan\n\nGOOGL\n\nAAPL\n\nCRWD\n\nMSFT\n\n5 more...\n\n## Key Points\n- President Donald Trump’s new tariffs on Europe have rattled tech stocks and reignited trade-war fears.\n- Analyst Dan Ives sees the tech stock decline as a buy-the-dip opportunity for investors.\n- Ives recommends buying nine specific tech and AI stocks amid ongoing market volatility.\n\nI started out on [Wall Street](https:\/\/www.thestreet.com\/dictionary\/w\/wall-street) back in 1997, and one thing I’ve learned over the years is that the market hates uncertainty. Unfortunately, uncertainty is back after President Donald Trump kicked the tariffs beehive over the weekend, placing **10% tariffs** on European allies in a bid to cudgel support for his plans for Greenland.\n\nThe move sent shockwaves through the stock market, as trade war worries had receded after a record-setting run in technology stocks. After pausing reciprocal tariffs in early April last year, the tech-heavy Nasdaq index **soared 54%** through January 16, before the new tariffs were announced.\n\n[View post: Supreme Court tariff bets reset on Greenland tariff shock](https:\/\/www.thestreet.com\/markets\/polymarket-kalshi-supreme-court-tariff-ruling-bets-reset-amid-greenland-europe-tariffs)![](https:\/\/www.thestreet.com\/.image\/NDA6MDAwMDAwMDAyODQ0Mjkz\/traders-1-19-2025-gettyimages-131181571-1.jpg?io=1&profile=w2560&ar=1-1)\n\nMarkets\n\n[Supreme Court tariff bets reset on Greenland tariff shock](https:\/\/www.thestreet.com\/markets\/polymarket-kalshi-supreme-court-tariff-ruling-bets-reset-amid-greenland-europe-tariffs)\n\nPolymarket, Kalshi odds shift as Greenland dispute renews trade war with Europe.\n\nTodd Campbell\n\nThe potential for higher tariffs to rekindle a trade war, impacting imports of everything from wine to luxury autos, has battered many popular tech stocks, but there may be a silver lining.\n\nWedbush Securities **Dan Ives**, one of the most popular analysts on Wall Street, has been navigating the markets since the 1990s. On January 20, he sent a message from Davos, where this year’s World Economic Forum is getting underway, saying that a tech-stock selloff is creating a buy-the-dip moment for investors.\n\nRead on to learn what stocks Ives thinks are bargain buys, and my take on how to approach them.\n\n## 9 stocks Dan Ives thinks investors should buy on Greenland stock market drop\nTechnology stocks have been underperforming other market sectors, including health care and energy, recently, and among those with the most lackluster returns lately are the so-called [Magnificent 7](https:\/\/www.fidelity.com\/learning-center\/smart-money\/magnificent-7-stocks) stocks: Alphabet (parent company of Google), Amazon, Apple, Meta Platforms (parent company of Facebook and Instagram), Microsoft, [Nvidia](https:\/\/www.thestreet.com\/quote\/NVDA), and Tesla.\n\nThose stocks are among a select group of companies with massive market caps that have grown to dominate the benchmark [S\\&P 500](https:\/\/www.thestreet.com\/dictionary\/s\/s-p-500) and Nasdaq 100 indexes.\n\n![A NYSE trader on the floor of the exchange on a phone.](https:\/\/www.thestreet.com\/.image\/NDA6MDAwMDAwMDAyODQ0ODYz\/nyse-trader-2-1-20-2026-gettyimages-2246102673-2844863.jpg?io=1&profile=w2560&x=0&y=0)\n\n*Tech stocks are reeling after President Trump’s Greenland tariffs kick-started a trade war.*\n\nTriballeau\/Getty Images\n\nIn recent months, however, Mag 7 stock returns have trailed other baskets. For example, the **Roundhill Magnificent Seven ETF** ([MAGS](https:\/\/www.thestreet.com\/quote\/MAGS)) is down 3.6% year to date, while the **SPDR Energy Select ETF** (XES) is up 11.7%.\n\nThe relative underperformance is increasing today after President Donald Trump said eight European nations will face a new 10% tariff on February 1, rising to 25% on June 1, 2026.\n\nThe MAGS ETF is down 1.8% at last check on January 20, but it’s not just tech’s biggest stars that are tumbling. The damage is widespread, causing many high-profile [AI](https:\/\/www.thestreet.com\/tag\/artificial-intelligence) stocks to dip as well. **Apple**, the consumer electronics giant, and Nvidia, the de facto golden boy of AI, are down 2.8%.\n\n**More Tech Stocks:**\n\n- [**Morgan Stanley sets jaw-dropping Micron price target after event**](https:\/\/www.thestreet.com\/investing\/stocks\/morgan-stanley-sets-jaw-dropping-micron-price-target-after-event)\n- [**Nvidia’s China chip problem isn’t what most investors think**](https:\/\/www.thestreet.com\/investing\/nvidias-china-chip-problem-isnt-what-most-investors-think)\n- [**Quantum Computing makes \\$110 million move nobody saw coming**](https:\/\/www.thestreet.com\/investing\/stocks\/quantum-computing-makes-110-million-move-nobody-saw-coming)\n- [**Morgan Stanley drops eye-popping Broadcom price target**](https:\/\/www.thestreet.com\/investing\/stocks\/morgan-stanley-drops-eye-popping-broadcom-price-target-after-event)\n- [**Apple analyst sets bold stock target for 2026**](https:\/\/www.thestreet.com\/investing\/stocks\/apple-analyst-sets-bold-stock-target-for-2026)\n\nThose two are among a select group of technology stocks that Ives thinks are in the bargain bin and worth buying.\n\n“On weakness this morning, we would be buying many of our [IVES](https:\/\/www.thestreet.com\/quote\/IVES) AI 30 names,” said [Ives](https:\/\/x.com\/schaeffers\/status\/2013599167336046997?s=20). “The back-and-forth war of words between Trump and the EU will give investors another opportunity to own the tech winners.”\n\n**Here’s the complete list of tech stocks Ives called out as being on sale.**\n\n**No. 1: Nvidia** ([NVDA](https:\/\/www.thestreet.com\/quote\/NVDA))\n\n**Nvidia** is the leading picks-and-shovels AI infrastructure play. Its Hopper (H100, H200) and Blackwell (B100, B200) GPUs are ideally suited to handling AI’s heavy workload, making them the backbone of hyperscalers’ data center spending. The upcoming launch of its [Vera Rubin chip lineup](https:\/\/www.thestreet.com\/investing\/stocks\/whats-next-for-nvidia-stock-in-2026), tools accelerating agentic AI development, and high-speed networking equipment linking servers together for greater speed and efficiency position it for another massive year for sales and profits in 2026.\n\n**More reading:** [Nvidia CEO sends biblical-scale reality check on AI](https:\/\/www.thestreet.com\/technology\/nvidia-ceo-delivers-biblical-scale-reality-check-on-ai)\n\n**No. 2: Microsoft** ([MSFT](https:\/\/www.thestreet.com\/quote\/MSFT))\n\nFew companies were as early to the AI scene as **Microsoft.** The company has moved from being the engine behind PCs and laptops to a data center dynamo, and its stake in OpenAI (the company behind ChatGPT) has enabled it to create new upsell opportunities for **Azure** customers and subscribers to its **M365** (formerly Office 365) software suite. Growing inference (the fancy name for using AI apps) positions the company for significant growth in 2026, while [higher prices for M365](https:\/\/www.thestreet.com\/investing\/microsofts-ai-jitters-look-where-the-real-money-shows-up) should drive revenue growth for quarters to come as contracts renew.\n\n**More reading:** [Goldman Sachs revamps Microsoft stock price target before earnings](https:\/\/www.thestreet.com\/investing\/stocks\/goldman-sachs-revamps-microsoft-stock-price-target-before-earnings)\n\n**No. 3: [Palantir](https:\/\/www.thestreet.com\/quote\/PLTR)** ([PLTR](https:\/\/www.thestreet.com\/quote\/PLTR))\n\nPerhaps **Alex Karp** is the only tech CEO who can rival [Elon Musk](https:\/\/www.thestreet.com\/tag\/elon-musk) in terms of a cult of personality. Karp seemingly single-handedly ushered **Palantir** into the AI conversation, turning the longtime data analytics company into an AI development juggernaut. Its Foundry and Gotham, backed by the **[Artificial Intelligence](https:\/\/www.thestreet.com\/tag\/artificial-intelligence) Platform**, have become a go-to for **Fortune 500** companies eager to develop AI apps securely. The potential for increased government AI spend and ongoing enterprise growth are expected to drive [Palantir’s revenue and earnings higher](https:\/\/www.thestreet.com\/investing\/stocks\/analyst-sends-surprising-message-on-palantir-stock-in-2026) in 2026.\n\n**More reading:** [Palantir stock faces a pressure-cooker moment](https:\/\/www.thestreet.com\/investing\/palantir-stock-faces-a-pressure-cooker-moment)\n\n**No. 4: CrowdStrike** ([CRWD](https:\/\/www.thestreet.com\/quote\/CRWD))\n\nCybersecurity is increasingly complex. Hackers are turning to AI to launch more sophisticated attacks, and that’s increasing demand for next-generation cyber protection offered by **CrowdStrike’s Falcon** platform. Ives thinks cybersecurity is “a second\/third derivative beneficiary of the AI Revolution,” and views CrowdStrike as a key beneficiary of rising adoption of next-gen tools over the next year.\n\n**More reading:** [Veteran analyst resets AI stock buy list for 2026](https:\/\/www.thestreet.com\/investing\/stocks\/veteran-analyst-resets-ai-stock-buy-list-for-2026)\n\n**No. 5: Nebius** ([NBIS](https:\/\/www.thestreet.com\/quote\/NBIS))\n\nDemand for AI compute power is so significant that companies are turning to **neocloud** operators such as Nebius to fill the gap. **Nebius**, backed by Nvidia, operates data centers packed with clusters of high-performance Nvidia GPUs rented to customers. In September, Microsoft inked a **[\\$17.4 billion dea](https:\/\/www.thestreet.com\/technology\/nebius-steps-into-ai-data-center-spotlight-with-huge-microsoft-deal)**[l](https:\/\/www.thestreet.com\/technology\/nebius-steps-into-ai-data-center-spotlight-with-huge-microsoft-deal) to lock in access to Nebius servers.\n\n**More reading:** [Microsoft turns to neocloud to solve major problem](https:\/\/www.thestreet.com\/technology\/microsoft-turns-to-neocloud-to-solve-major-problem-)\n\n**No. 6: Apple** ([AAPL](https:\/\/www.thestreet.com\/quote\/AAPL))\n\nApple has been a longtime favorite of Ives. Apple **iPhone** users have been slower to upgrade devices in recent years, but that could change if Apple’s long-awaited AI chatbot delivers “must-have” features. The company has been panned for being slow to launch a solution to rival OpenAI’s ChatGPT or Google’s Gemini; however, analysts expect 2026 to mark a significant Apple AI rollout, particularly following a January decision to use [**Google’s AI as a backbone**.](https:\/\/www.thestreet.com\/investing\/apple-makes-high-stakes-siri-change-as-services-growth-takes-center-stage)\n\n**More reading:** [Apple makes high-stakes Siri change as Services growth takes center stage](https:\/\/www.thestreet.com\/investing\/apple-makes-high-stakes-siri-change-as-services-growth-takes-center-stage)\n\n**No. 7: Palo Alto** ([PANW](https:\/\/www.thestreet.com\/quote\/PANW))\n\nLike CrowdStrike, **Palo Alto** is a cybersecurity superstar. The company’s hardware is at the heart of enterprise and government data security, and last year’s decision to spend **\\$25 billion** to buy CyberArk helped create an “all-in-one shop for all cyber solutions to battle the rising threats from AI while injecting this technology into its broader portfolio,” [according to Ives](https:\/\/www.linkedin.com\/posts\/daniel-ives-542321a8_palo-alto-networks-buying-cyberark-in-cash-and-stock-activity-7356336113340358656-8Lms?utm_source=share&utm_medium=member_desktop&rcm=ACoAAABBNdMBFTwOzliT121f8cp-9l3M-yFoAp8).\n\n**More reading:** [Palo Alto Networks’ growth, outlook in AI earn plaudits](https:\/\/www.thestreet.com\/investing\/stocks\/palo-alto-networks-growth-outlook-in-ai-earn-plaudits-from-veteran-trader-analysts)\n\n**No. 8: Alphabet** ([GOOGL](https:\/\/www.thestreet.com\/quote\/GOOGL))\n\nAlphabet is an AI powerhouse thanks to **Google Cloud**, its hyperscaler business, and Gemini, its AI chatbot. The company’s all-in on AI overviews, and Gemini is reshaping search, creating new opportunities and deeper user engagement to fend off rival chatbots. Apple’s decision to use Gemini in its own AI push is a testament to its leadership in the space, and incorporating AI tools provides significant opportunities to leverage its advertising business. Meanwhile, Google Cloud is among the major data center players, positioning it perfectly to handle customers’ AI workloads.\n\n**More reading**: [Bank of America revamps Alphabet stock after Google enters two key partnerships](https:\/\/www.thestreet.com\/investing\/stocks\/bank-of-america-revamps-alphabet-stock-after-google-enters-two-key-partnerships)\n\n**No. 9: Tesla** ([TSLA](https:\/\/www.thestreet.com\/quote\/TSLA))\n\nTesla hasn’t had an easy time of it this past year, as controversy over **Elon Musk**‘s role as head of the Department of Government Efficiency (DOGE) alienated core customers here and abroad, causing sales growth of Model 3s and Ys to slip. Still, Ives thinks Tesla’s long-term story is more than selling cars. Tesla is leaning into autos-as-a-service, pushing toward autonomous **Robotaxis** and subscription-based autonomous-driving software. Ives also thinks Tesla’s **Optimus** puts it in a unique position to lead physical AI, including humanoid robots.\n\n“We believe Tesla could reach a \\$2T [market cap](https:\/\/www.thestreet.com\/dictionary\/m\/market-capitalization-market-cap) over the coming year and in a bull case scenario \\$3T by the end of 2026,” [wrote Ives](https:\/\/x.com\/SawyerMerritt\/status\/2000577880544129533?s=20) to Wedbush clients in December.\n\n**More reading:** [Elon Musk drops a surprise curveball on Nvidia](https:\/\/www.thestreet.com\/technology\/elon-musk-drops-a-surprise-curveball-on-nvidia)\n\n## What investors should do now\nI own many of these stocks (see my disclosure below). Many of them have fallen sharply from all-time highs notched in the fourth quarter. Still, investors need to remember that market momentum is hard to predict in the short term.\n\nThe stock market overall is arguably stretched, suggesting we could see more downside in these names, particularly given how much they’ve rallied since 2022’s bear-market lows.\n\nIf you’re interested in Ives’ buy-the-dip wish list, consider spreading out buys over time rather than going all-in at once. Buying over time means you won’t “nail the bottom,” but legging into positions can be a good way to insulate yourself against further downside.\n\nOver time, I’ve found that’s a wiser strategy than tossing caution to the wind when it comes to investing your hard-earned cash during a sell-off.\n\n*Todd Campbell owns shares of Nvidia, Microsoft, Palantir, Apple, Alphabet, and Tesla.*\n\n[View post: Forget Blackwell, Nvidia future is Vera Rubin, agentic software](https:\/\/www.thestreet.com\/investing\/stocks\/nvidia-stocks-next-move-hinges-on-q4-earnings-blackwell-ramp)![](https:\/\/www.thestreet.com\/.image\/NDA6MDAwMDAwMDAyODQzNzMz\/jensen-huang-1-17-2026-gettyimages-2254215561.jpg?io=1&profile=w2560&ar=1-1)\n\nStocks\n\n[Forget Blackwell, Nvidia future is Vera Rubin, agentic software](https:\/\/www.thestreet.com\/investing\/stocks\/nvidia-stocks-next-move-hinges-on-q4-earnings-blackwell-ramp)\n\nHere’s what’s next for Nvidia shares.\n\nTodd Campbell\n\n## About the authors\n![](https:\/\/www.thestreet.com\/.image\/MTg4NDc3ODk3MjIzMTg2Mzc5\/gundalow-headshot.jpg?io=1&profile=w256&ar=1-1)\n\n## [Todd Campbell](https:\/\/www.thestreet.com\/author\/todd-campbell)\nCo-Editor-In-Chief\n\nTodd Campbell is the Co-Editor-in-Chief of TheStreet and a 30-year Wall Street veteran. A former series 7 licensed broker and Series 65 licensed investment advisor, he founded E.B. Capital Markets, LLC to provide institutional research to top fund managers. He is the creator of proprietary sector, industry, and stock rotation model, a multifactor framework designed to identify major shifts before they become consensus. Previously a primary voice at The Motley Fool, Todd has authored 8,000+ articles and his market analysis has been featured in Barron’s and The New York Times.  \n   \n He leverages his institutional expertise to provide actionable stock market and macro insight for TheStreet. Connect with him on LinkedIn and X.\n\n![](https:\/\/www.thestreet.com\/.image\/MjE2NTQyNDY5Mjc2MzEzMTA3\/celine_provini_headshot.jpg?io=1&profile=w256&ar=1-1)\n\n## [Celine Provini](https:\/\/www.thestreet.com\/author\/celine-provini)\nCeline is a writer and editor with over 20 years of experience and has covered diverse news, features, academic\/research, and legal topics. At TheStreet.com, Celine is a senior editor with experience across retail, stocks, investing, personal finance, technology, the economy, and travel.\n\nStart the Conversation\n\n[![](https:\/\/www.thestreet.com\/.image\/NDA6MDAwMDAwMDAyNzUwMjg4\/thestreet-logo-1.svg?io=1&profile=w256)](https:\/\/www.thestreet.com\/)\n***\n- [Finance & Markets](https:\/\/www.thestreet.com\/investing)\n  Finance & Markets\n  - [Commodities](https:\/\/www.thestreet.com\/tag\/commodities)\n  - [Credit Cards](https:\/\/www.thestreet.com\/tag\/credit-cards)\n  - [Estate Planning](https:\/\/www.thestreet.com\/tag\/estate-planning)\n  - [Fintech](https:\/\/www.thestreet.com\/tag\/fintech)\n  - [Insurance](https:\/\/www.thestreet.com\/tag\/insurance)\n  - [IPOs](https:\/\/www.thestreet.com\/tag\/ipos)\n  - [IRA](https:\/\/www.thestreet.com\/tag\/ira)\n  - [Mortgages](https:\/\/www.thestreet.com\/tag\/mortgages)\n  - [401K](https:\/\/www.thestreet.com\/tag\/401k)\n  - [Commodities](https:\/\/www.thestreet.com\/tag\/commodities)\n  - 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The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.","attrs_readable_markdown":"## Key Points\n- President Donald Trump’s new tariffs on Europe have rattled tech stocks and reignited trade-war fears.\n- Analyst Dan Ives sees the tech stock decline as a buy-the-dip opportunity for investors.\n- Ives recommends buying nine specific tech and AI stocks amid ongoing market volatility.\n\nI started out on [Wall Street](https:\/\/www.thestreet.com\/dictionary\/w\/wall-street) back in 1997, and one thing I’ve learned over the years is that the market hates uncertainty. Unfortunately, uncertainty is back after President Donald Trump kicked the tariffs beehive over the weekend, placing **10% tariffs** on European allies in a bid to cudgel support for his plans for Greenland.\n\nThe move sent shockwaves through the stock market, as trade war worries had receded after a record-setting run in technology stocks. After pausing reciprocal tariffs in early April last year, the tech-heavy Nasdaq index **soared 54%** through January 16, before the new tariffs were announced.\n\nThe potential for higher tariffs to rekindle a trade war, impacting imports of everything from wine to luxury autos, has battered many popular tech stocks, but there may be a silver lining.\n\nWedbush Securities **Dan Ives**, one of the most popular analysts on Wall Street, has been navigating the markets since the 1990s. On January 20, he sent a message from Davos, where this year’s World Economic Forum is getting underway, saying that a tech-stock selloff is creating a buy-the-dip moment for investors.\n\nRead on to learn what stocks Ives thinks are bargain buys, and my take on how to approach them.\n\n## 9 stocks Dan Ives thinks investors should buy on Greenland stock market drop\nTechnology stocks have been underperforming other market sectors, including health care and energy, recently, and among those with the most lackluster returns lately are the so-called [Magnificent 7](https:\/\/www.fidelity.com\/learning-center\/smart-money\/magnificent-7-stocks) stocks: Alphabet (parent company of Google), Amazon, Apple, Meta Platforms (parent company of Facebook and Instagram), Microsoft, [Nvidia](https:\/\/www.thestreet.com\/quote\/NVDA), and Tesla.\n\nThose stocks are among a select group of companies with massive market caps that have grown to dominate the benchmark [S\\&P 500](https:\/\/www.thestreet.com\/dictionary\/s\/s-p-500) and Nasdaq 100 indexes.\n\n![A NYSE trader on the floor of the exchange on a phone.](https:\/\/www.thestreet.com\/.image\/NDA6MDAwMDAwMDAyODQ0ODYz\/nyse-trader-2-1-20-2026-gettyimages-2246102673-2844863.jpg?io=1&profile=w2560&x=0&y=0)\n\n*Tech stocks are reeling after President Trump’s Greenland tariffs kick-started a trade war.*\n\nTriballeau\/Getty Images\n\nIn recent months, however, Mag 7 stock returns have trailed other baskets. For example, the **Roundhill Magnificent Seven ETF** ([MAGS](https:\/\/www.thestreet.com\/quote\/MAGS)) is down 3.6% year to date, while the **SPDR Energy Select ETF** (XES) is up 11.7%.\n\nThe relative underperformance is increasing today after President Donald Trump said eight European nations will face a new 10% tariff on February 1, rising to 25% on June 1, 2026.\n\nThe MAGS ETF is down 1.8% at last check on January 20, but it’s not just tech’s biggest stars that are tumbling. The damage is widespread, causing many high-profile [AI](https:\/\/www.thestreet.com\/tag\/artificial-intelligence) stocks to dip as well. **Apple**, the consumer electronics giant, and Nvidia, the de facto golden boy of AI, are down 2.8%.\n\n**More Tech Stocks:**\n\n- [**Morgan Stanley sets jaw-dropping Micron price target after event**](https:\/\/www.thestreet.com\/investing\/stocks\/morgan-stanley-sets-jaw-dropping-micron-price-target-after-event)\n- [**Nvidia’s China chip problem isn’t what most investors think**](https:\/\/www.thestreet.com\/investing\/nvidias-china-chip-problem-isnt-what-most-investors-think)\n- [**Quantum Computing makes \\$110 million move nobody saw coming**](https:\/\/www.thestreet.com\/investing\/stocks\/quantum-computing-makes-110-million-move-nobody-saw-coming)\n- [**Morgan Stanley drops eye-popping Broadcom price target**](https:\/\/www.thestreet.com\/investing\/stocks\/morgan-stanley-drops-eye-popping-broadcom-price-target-after-event)\n- [**Apple analyst sets bold stock target for 2026**](https:\/\/www.thestreet.com\/investing\/stocks\/apple-analyst-sets-bold-stock-target-for-2026)\n\nThose two are among a select group of technology stocks that Ives thinks are in the bargain bin and worth buying.\n\n“On weakness this morning, we would be buying many of our [IVES](https:\/\/www.thestreet.com\/quote\/IVES) AI 30 names,” said [Ives](https:\/\/x.com\/schaeffers\/status\/2013599167336046997?s=20). “The back-and-forth war of words between Trump and the EU will give investors another opportunity to own the tech winners.”\n\n**Here’s the complete list of tech stocks Ives called out as being on sale.**\n\n**No. 1: Nvidia** ([NVDA](https:\/\/www.thestreet.com\/quote\/NVDA))\n\n**Nvidia** is the leading picks-and-shovels AI infrastructure play. Its Hopper (H100, H200) and Blackwell (B100, B200) GPUs are ideally suited to handling AI’s heavy workload, making them the backbone of hyperscalers’ data center spending. The upcoming launch of its [Vera Rubin chip lineup](https:\/\/www.thestreet.com\/investing\/stocks\/whats-next-for-nvidia-stock-in-2026), tools accelerating agentic AI development, and high-speed networking equipment linking servers together for greater speed and efficiency position it for another massive year for sales and profits in 2026.\n\n**More reading:** [Nvidia CEO sends biblical-scale reality check on AI](https:\/\/www.thestreet.com\/technology\/nvidia-ceo-delivers-biblical-scale-reality-check-on-ai)\n\n**No. 2: Microsoft** ([MSFT](https:\/\/www.thestreet.com\/quote\/MSFT))\n\nFew companies were as early to the AI scene as **Microsoft.** The company has moved from being the engine behind PCs and laptops to a data center dynamo, and its stake in OpenAI (the company behind ChatGPT) has enabled it to create new upsell opportunities for **Azure** customers and subscribers to its **M365** (formerly Office 365) software suite. Growing inference (the fancy name for using AI apps) positions the company for significant growth in 2026, while [higher prices for M365](https:\/\/www.thestreet.com\/investing\/microsofts-ai-jitters-look-where-the-real-money-shows-up) should drive revenue growth for quarters to come as contracts renew.\n\n**More reading:** [Goldman Sachs revamps Microsoft stock price target before earnings](https:\/\/www.thestreet.com\/investing\/stocks\/goldman-sachs-revamps-microsoft-stock-price-target-before-earnings)\n\n**No. 3: [Palantir](https:\/\/www.thestreet.com\/quote\/PLTR)** ([PLTR](https:\/\/www.thestreet.com\/quote\/PLTR))\n\nPerhaps **Alex Karp** is the only tech CEO who can rival [Elon Musk](https:\/\/www.thestreet.com\/tag\/elon-musk) in terms of a cult of personality. Karp seemingly single-handedly ushered **Palantir** into the AI conversation, turning the longtime data analytics company into an AI development juggernaut. Its Foundry and Gotham, backed by the **[Artificial Intelligence](https:\/\/www.thestreet.com\/tag\/artificial-intelligence) Platform**, have become a go-to for **Fortune 500** companies eager to develop AI apps securely. The potential for increased government AI spend and ongoing enterprise growth are expected to drive [Palantir’s revenue and earnings higher](https:\/\/www.thestreet.com\/investing\/stocks\/analyst-sends-surprising-message-on-palantir-stock-in-2026) in 2026.\n\n**More reading:** [Palantir stock faces a pressure-cooker moment](https:\/\/www.thestreet.com\/investing\/palantir-stock-faces-a-pressure-cooker-moment)\n\n**No. 4: CrowdStrike** ([CRWD](https:\/\/www.thestreet.com\/quote\/CRWD))\n\nCybersecurity is increasingly complex. Hackers are turning to AI to launch more sophisticated attacks, and that’s increasing demand for next-generation cyber protection offered by **CrowdStrike’s Falcon** platform. Ives thinks cybersecurity is “a second\/third derivative beneficiary of the AI Revolution,” and views CrowdStrike as a key beneficiary of rising adoption of next-gen tools over the next year.\n\n**More reading:** [Veteran analyst resets AI stock buy list for 2026](https:\/\/www.thestreet.com\/investing\/stocks\/veteran-analyst-resets-ai-stock-buy-list-for-2026)\n\n**No. 5: Nebius** ([NBIS](https:\/\/www.thestreet.com\/quote\/NBIS))\n\nDemand for AI compute power is so significant that companies are turning to **neocloud** operators such as Nebius to fill the gap. **Nebius**, backed by Nvidia, operates data centers packed with clusters of high-performance Nvidia GPUs rented to customers. In September, Microsoft inked a **[\\$17.4 billion dea](https:\/\/www.thestreet.com\/technology\/nebius-steps-into-ai-data-center-spotlight-with-huge-microsoft-deal)**[l](https:\/\/www.thestreet.com\/technology\/nebius-steps-into-ai-data-center-spotlight-with-huge-microsoft-deal) to lock in access to Nebius servers.\n\n**More reading:** [Microsoft turns to neocloud to solve major problem](https:\/\/www.thestreet.com\/technology\/microsoft-turns-to-neocloud-to-solve-major-problem-)\n\n**No. 6: Apple** ([AAPL](https:\/\/www.thestreet.com\/quote\/AAPL))\n\nApple has been a longtime favorite of Ives. Apple **iPhone** users have been slower to upgrade devices in recent years, but that could change if Apple’s long-awaited AI chatbot delivers “must-have” features. The company has been panned for being slow to launch a solution to rival OpenAI’s ChatGPT or Google’s Gemini; however, analysts expect 2026 to mark a significant Apple AI rollout, particularly following a January decision to use [**Google’s AI as a backbone**.](https:\/\/www.thestreet.com\/investing\/apple-makes-high-stakes-siri-change-as-services-growth-takes-center-stage)\n\n**More reading:** [Apple makes high-stakes Siri change as Services growth takes center stage](https:\/\/www.thestreet.com\/investing\/apple-makes-high-stakes-siri-change-as-services-growth-takes-center-stage)\n\n**No. 7: Palo Alto** ([PANW](https:\/\/www.thestreet.com\/quote\/PANW))\n\nLike CrowdStrike, **Palo Alto** is a cybersecurity superstar. The company’s hardware is at the heart of enterprise and government data security, and last year’s decision to spend **\\$25 billion** to buy CyberArk helped create an “all-in-one shop for all cyber solutions to battle the rising threats from AI while injecting this technology into its broader portfolio,” [according to Ives](https:\/\/www.linkedin.com\/posts\/daniel-ives-542321a8_palo-alto-networks-buying-cyberark-in-cash-and-stock-activity-7356336113340358656-8Lms?utm_source=share&utm_medium=member_desktop&rcm=ACoAAABBNdMBFTwOzliT121f8cp-9l3M-yFoAp8).\n\n**More reading:** [Palo Alto Networks’ growth, outlook in AI earn plaudits](https:\/\/www.thestreet.com\/investing\/stocks\/palo-alto-networks-growth-outlook-in-ai-earn-plaudits-from-veteran-trader-analysts)\n\n**No. 8: Alphabet** ([GOOGL](https:\/\/www.thestreet.com\/quote\/GOOGL))\n\nAlphabet is an AI powerhouse thanks to **Google Cloud**, its hyperscaler business, and Gemini, its AI chatbot. The company’s all-in on AI overviews, and Gemini is reshaping search, creating new opportunities and deeper user engagement to fend off rival chatbots. Apple’s decision to use Gemini in its own AI push is a testament to its leadership in the space, and incorporating AI tools provides significant opportunities to leverage its advertising business. Meanwhile, Google Cloud is among the major data center players, positioning it perfectly to handle customers’ AI workloads.\n\n**More reading**: [Bank of America revamps Alphabet stock after Google enters two key partnerships](https:\/\/www.thestreet.com\/investing\/stocks\/bank-of-america-revamps-alphabet-stock-after-google-enters-two-key-partnerships)\n\n**No. 9: Tesla** ([TSLA](https:\/\/www.thestreet.com\/quote\/TSLA))\n\nTesla hasn’t had an easy time of it this past year, as controversy over **Elon Musk**‘s role as head of the Department of Government Efficiency (DOGE) alienated core customers here and abroad, causing sales growth of Model 3s and Ys to slip. Still, Ives thinks Tesla’s long-term story is more than selling cars. Tesla is leaning into autos-as-a-service, pushing toward autonomous **Robotaxis** and subscription-based autonomous-driving software. Ives also thinks Tesla’s **Optimus** puts it in a unique position to lead physical AI, including humanoid robots.\n\n“We believe Tesla could reach a \\$2T [market cap](https:\/\/www.thestreet.com\/dictionary\/m\/market-capitalization-market-cap) over the coming year and in a bull case scenario \\$3T by the end of 2026,” [wrote Ives](https:\/\/x.com\/SawyerMerritt\/status\/2000577880544129533?s=20) to Wedbush clients in December.\n\n**More reading:** [Elon Musk drops a surprise curveball on Nvidia](https:\/\/www.thestreet.com\/technology\/elon-musk-drops-a-surprise-curveball-on-nvidia)\n\n## What investors should do now\nI own many of these stocks (see my disclosure below). Many of them have fallen sharply from all-time highs notched in the fourth quarter. Still, investors need to remember that market momentum is hard to predict in the short term.\n\nThe stock market overall is arguably stretched, suggesting we could see more downside in these names, particularly given how much they’ve rallied since 2022’s bear-market lows.\n\nIf you’re interested in Ives’ buy-the-dip wish list, consider spreading out buys over time rather than going all-in at once. Buying over time means you won’t “nail the bottom,” but legging into positions can be a good way to insulate yourself against further downside.\n\nOver time, I’ve found that’s a wiser strategy than tossing caution to the wind when it comes to investing your hard-earned cash during a sell-off.\n\n*Todd Campbell owns shares of Nvidia, Microsoft, Palantir, Apple, Alphabet, and Tesla.*\n\n## About the authors\n![](https:\/\/www.thestreet.com\/.image\/MTg4NDc3ODk3MjIzMTg2Mzc5\/gundalow-headshot.jpg?io=1&profile=w256&ar=1-1)\n\nTodd Campbell is the Co-Editor-in-Chief of TheStreet and a 30-year Wall Street veteran. A former series 7 licensed broker and Series 65 licensed investment advisor, he founded E.B. Capital Markets, LLC to provide institutional research to top fund managers. He is the creator of proprietary sector, industry, and stock rotation model, a multifactor framework designed to identify major shifts before they become consensus. Previously a primary voice at The Motley Fool, Todd has authored 8,000+ articles and his market analysis has been featured in Barron’s and The New York Times.\n\nHe leverages his institutional expertise to provide actionable stock market and macro insight for TheStreet. Connect with him on LinkedIn and X.\n\n![](https:\/\/www.thestreet.com\/.image\/MjE2NTQyNDY5Mjc2MzEzMTA3\/celine_provini_headshot.jpg?io=1&profile=w256&ar=1-1)\n\nCeline is a writer and editor with over 20 years of experience and has covered diverse news, features, academic\/research, and legal topics. At TheStreet.com, Celine is a senior editor with experience across retail, stocks, investing, personal finance, technology, the economy, and travel.","meta_canonical":null}

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Boilerpipe Text	Key Points President Donald Trump’s new tariffs on Europe have rattled tech stocks and reignited trade-war fears. Analyst Dan Ives sees the tech stock decline as a buy-the-dip opportunity for investors. Ives recommends buying nine specific tech and AI stocks amid ongoing market volatility. I started out on Wall Street back in 1997, and one thing I’ve learned over the years is that the market hates uncertainty. Unfortunately, uncertainty is back after President Donald Trump kicked the tariffs beehive over the weekend, placing 10% tariffs on European allies in a bid to cudgel support for his plans for Greenland. The move sent shockwaves through the stock market, as trade war worries had receded after a record-setting run in technology stocks. After pausing reciprocal tariffs in early April last year, the tech-heavy Nasdaq index soared 54% through January 16, before the new tariffs were announced. The potential for higher tariffs to rekindle a trade war, impacting imports of everything from wine to luxury autos, has battered many popular tech stocks, but there may be a silver lining. Wedbush Securities Dan Ives , one of the most popular analysts on Wall Street, has been navigating the markets since the 1990s. On January 20, he sent a message from Davos, where this year’s World Economic Forum is getting underway, saying that a tech-stock selloff is creating a buy-the-dip moment for investors. Read on to learn what stocks Ives thinks are bargain buys, and my take on how to approach them. 9 stocks Dan Ives thinks investors should buy on Greenland stock market drop Technology stocks have been underperforming other market sectors, including health care and energy, recently, and among those with the most lackluster returns lately are the so-called Magnificent 7 stocks: Alphabet (parent company of Google), Amazon, Apple, Meta Platforms (parent company of Facebook and Instagram), Microsoft, Nvidia , and Tesla. Those stocks are among a select group of companies with massive market caps that have grown to dominate the benchmark S&P 500 and Nasdaq 100 indexes. Tech stocks are reeling after President Trump’s Greenland tariffs kick-started a trade war. Triballeau/Getty Images In recent months, however, Mag 7 stock returns have trailed other baskets. For example, the Roundhill Magnificent Seven ETF ( MAGS ) is down 3.6% year to date, while the SPDR Energy Select ETF (XES) is up 11.7%. The relative underperformance is increasing today after President Donald Trump said eight European nations will face a new 10% tariff on February 1, rising to 25% on June 1, 2026. The MAGS ETF is down 1.8% at last check on January 20, but it’s not just tech’s biggest stars that are tumbling. The damage is widespread, causing many high-profile AI stocks to dip as well. Apple , the consumer electronics giant, an d Nvidia, the de facto golden boy of AI, are down 2.8%. More Tech Stocks: Morgan Stanley sets jaw-dropping Micron price target after event Nvidia’s China chip problem isn’t what most investors think Quantum Computing makes $110 million move nobody saw coming Morgan Stanley drops eye-popping Broadcom price target Apple analyst sets bold stock target for 2026 Those two are among a select group of technology stocks that Ives thinks are in the bargain bin and worth buying. “On weakness this morning, we would be buying many of our IVES AI 30 names,” said Ives . “The back-and-forth war of words between Trump and the EU will give investors another opportunity to own the tech winners.” Here’s the complete list of tech stocks Ives called out as being on sale. No. 1: Nvidia ( NVDA ) Nvidia is the leading picks-and-shovels AI infrastructure play. Its Hopper (H100, H200) and Blackwell (B100, B200) GPUs are ideally suited to handling AI’s heavy workload, making them the backbone of hyperscalers’ data center spending. The upcoming launch of its Vera Rubin chip lineup , tools accelerating agentic AI development, and high-speed networking equipment linking servers together for greater speed and efficiency position it for another massive year for sales and profits in 2026. More reading: Nvidia CEO sends biblical-scale reality check on AI No. 2: Microsoft ( MSFT ) Few companies were as early to the AI scene as Microsoft. The company has moved from being the engine behind PCs and laptops to a data center dynamo, and its stake in OpenAI (the company behind ChatGPT) has enabled it to create new upsell opportunities for Azure customers and subscribers to its M365 (formerly Office 365) software suite. Growing inference (the fancy name for using AI apps) positions the company for significant growth in 2026, while higher prices for M365 should drive revenue growth for quarters to come as contracts renew. More reading: Goldman Sachs revamps Microsoft stock price target before earnings No. 3: Palantir ( PLTR ) Perhaps Alex Karp is the only tech CEO who can rival Elon Musk in terms of a cult of personality. Karp seemingly single-handedly ushered Palantir into the AI conversation, turning the longtime data analytics company into an AI development juggernaut. Its Foundry and Gotham, backed by the Artificial Intelligence Platform , have become a go-to for Fortune 500 companies eager to develop AI apps securely. The potential for increased government AI spend and ongoing enterprise growth are expected to drive Palantir’s revenue and earnings higher in 2026. More reading: Palantir stock faces a pressure-cooker moment No. 4: CrowdStrike ( CRWD ) Cybersecurity is increasingly complex. Hackers are turning to AI to launch more sophisticated attacks, and that’s increasing demand for next-generation cyber protection offered by CrowdStrike’s Falcon platform. Ives thinks cybersecurity is “a second/third derivative beneficiary of the AI Revolution,” and views CrowdStrike as a key beneficiary of rising adoption of next-gen tools over the next year. More reading: Veteran analyst resets AI stock buy list for 2026 No. 5: Nebius ( NBIS ) Demand for AI compute power is so significant that companies are turning to neocloud operators such as Nebius to fill the gap. Nebius , backed by Nvidia, operates data centers packed with clusters of high-performance Nvidia GPUs rented to customers. In September, Microsoft inked a $17.4 billion dea l to lock in access to Nebius servers. More reading: Microsoft turns to neocloud to solve major problem No. 6: Apple ( AAPL ) Apple has been a longtime favorite of Ives. Apple iPhone users have been slower to upgrade devices in recent years, but that could change if Apple’s long-awaited AI chatbot delivers “must-have” features. The company has been panned for being slow to launch a solution to rival OpenAI’s ChatGPT or Google’s Gemini; however, analysts expect 2026 to mark a significant Apple AI rollout, particularly following a January decision to use Google’s AI as a backbone . More reading: Apple makes high-stakes Siri change as Services growth takes center stage No. 7: Palo Alto ( PANW ) Like CrowdStrike, Palo Alto is a cybersecurity superstar. The company’s hardware is at the heart of enterprise and government data security, and last year’s decision to spend $25 billion to buy CyberArk helped create an “all-in-one shop for all cyber solutions to battle the rising threats from AI while injecting this technology into its broader portfolio,” according to Ives . More reading: Palo Alto Networks’ growth, outlook in AI earn plaudits No. 8: Alphabet ( GOOGL ) Alphabet is an AI powerhouse thanks to Google Cloud , its hyperscaler business, and Gemini, its AI chatbot. The company’s all-in on AI overviews, and Gemini is reshaping search, creating new opportunities and deeper user engagement to fend off rival chatbots. Apple’s decision to use Gemini in its own AI push is a testament to its leadership in the space, and incorporating AI tools provides significant opportunities to leverage its advertising business. Meanwhile, Google Cloud is among the major data center players, positioning it perfectly to handle customers’ AI workloads. More reading : Bank of America revamps Alphabet stock after Google enters two key partnerships No. 9: Tesla ( TSLA ) Tesla hasn’t had an easy time of it this past year, as controversy over Elon Musk ‘s role as head of the Department of Government Efficiency (DOGE) alienated core customers here and abroad, causing sales growth of Model 3s and Ys to slip. Still, Ives thinks Tesla’s long-term story is more than selling cars. Tesla is leaning into autos-as-a-service, pushing toward autonomous Robotaxis and subscription-based autonomous-driving software. Ives also thinks Tesla’s Optimus puts it in a unique position to lead physical AI, including humanoid robots. “We believe Tesla could reach a $2T market cap over the coming year and in a bull case scenario $3T by the end of 2026,” wrote Ives to Wedbush clients in December. More reading: Elon Musk drops a surprise curveball on Nvidia What investors should do now I own many of these stocks (see my disclosure below). Many of them have fallen sharply from all-time highs notched in the fourth quarter. Still, investors need to remember that market momentum is hard to predict in the short term. The stock market overall is arguably stretched, suggesting we could see more downside in these names, particularly given how much they’ve rallied since 2022’s bear-market lows. If you’re interested in Ives’ buy-the-dip wish list, consider spreading out buys over time rather than going all-in at once. Buying over time means you won’t “nail the bottom,” but legging into positions can be a good way to insulate yourself against further downside. Over time, I’ve found that’s a wiser strategy than tossing caution to the wind when it comes to investing your hard-earned cash during a sell-off. Todd Campbell owns shares of Nvidia, Microsoft, Palantir, Apple, Alphabet, and Tesla. About the authors Todd Campbell is the Co-Editor-in-Chief of TheStreet and a 30-year Wall Street veteran. A former series 7 licensed broker and Series 65 licensed investment advisor, he founded E.B. Capital Markets, LLC to provide institutional research to top fund managers. He is the creator of proprietary sector, industry, and stock rotation model, a multifactor framework designed to identify major shifts before they become consensus. Previously a primary voice at The Motley Fool, Todd has authored 8,000+ articles and his market analysis has been featured in Barron’s and The New York Times. He leverages his institutional expertise to provide actionable stock market and macro insight for TheStreet. Connect with him on LinkedIn and X. Celine is a writer and editor with over 20 years of experience and has covered diverse news, features, academic/research, and legal topics. At TheStreet.com, Celine is a senior editor with experience across retail, stocks, investing, personal finance, technology, the economy, and travel.
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[Investing](https://www.thestreet.com/investing)/ 2. [Stocks](https://www.thestreet.com/investing/stocks) # Popular analyst reveals 9 ‘buy the dip’ tech stocks The top analyst says investors should be buying the Greenland selloff in these technology stocks. Jan 20, 2026 4:58 PM EST ![](https://www.thestreet.com/.image/MTg4NDc3ODk3MjIzMTg2Mzc5/gundalow-headshot.jpg?io=1&profile=w256&ar=1-1) By [Todd Campbell](https://www.thestreet.com/author/todd-campbell) Co-Editor-In-Chief Reviewed by [Celine Provini](https://www.thestreet.com/author/celine-provini) 0 [Add us on](https://www.google.com/preferences/source?q=thestreet.com) ![A NYSE trader listens on the floor of the stock exchange.](https://www.thestreet.com/.image/NDA6MDAwMDAwMDAyODQ0ODYy/nyse-trader-1-20-2026-gettyimages-2245509709.jpg?io=1&profile=w2560&ar=4-3) Platt/Getty Images Related Articles [View post: The World Bank has stark message on Strait of Hormuz](https://www.thestreet.com/economy/the-world-bank-has-stark-message-on-strait-of-hormuz)![](https://www.thestreet.com/.image/NDA6MDAwMDAwMDAyOTQzNjE5/key-speakers-at-the-bloomberg-philanthropies-2025-global-forum.jpg?io=1&profile=w256&ar=1-1) Economy [The World Bank has stark message on Strait of Hormuz](https://www.thestreet.com/economy/the-world-bank-has-stark-message-on-strait-of-hormuz) Hillary Remy [View post: Target's \$120 floor sofa has an adjustable 6-position backrest that folds out into a bed](https://www.thestreet.com/deals/costway-foldable-floor-sofa-bed-target-sale)![](https://www.thestreet.com/.image/NDA6MDAwMDAwMDAyOTQxNjUz/target-logo.jpg?io=1&profile=w256&ar=1-1&x=45&y=35) Deals [Target's \$120 floor sofa has an adjustable 6-position backrest that folds out into a bed](https://www.thestreet.com/deals/costway-foldable-floor-sofa-bed-target-sale) Pauline Lacsamana [View post: What private credit troubles? Big bank leaders mixed on whether contentious asset class is a risk](https://www.thestreet.com/markets/what-private-credit-troubles-big-bank-leaders-mixed-on-whether-contentious-asset-class-is-a-risk)![](https://www.thestreet.com/.image/NDA6MDAwMDAwMDAyOTM5MTY3/wall-street.jpg?io=1&profile=w256&ar=1-1) Markets [What private credit troubles? Big bank leaders mixed on whether contentious asset class is a risk](https://www.thestreet.com/markets/what-private-credit-troubles-big-bank-leaders-mixed-on-whether-contentious-asset-class-is-a-risk) Noah Weidner - [APO](https://www.thestreet.com/quote/APO) - [ARES](https://www.thestreet.com/quote/ARES) - [OWL](https://www.thestreet.com/quote/OWL) [View post: Oreo maker creates controversial milk chocolate bars](https://www.thestreet.com/retail/oreo-maker-creates-milk-chocolate-bars-with-lab-grown-cocoa)![](https://www.thestreet.com/.image/NDA6MDAwMDAwMDAyNzUzNDM3/oreo-mondelez-mondelez-sweet-lead.jpg?io=1&profile=w256&ar=1-1&x=62&y=47) Retail [Oreo maker creates controversial milk chocolate bars](https://www.thestreet.com/retail/oreo-maker-creates-milk-chocolate-bars-with-lab-grown-cocoa) Nina Zdinjak Recommended on TheStreet Pro [View post: Chart of the Day: Surging SuRo Capital Is Attracting More Attention](https://pro.thestreet.com/portfolio/chart-of-the-day-surging-suro-capital-is-attracting-more-attention)![](https://www.thestreet.com/.image/MjA0NTM3NzU0OTA3MTI1MDUx/dividends-take-the-cash-or-reinvest.jpg?io=1&profile=w256&ar=1-1) PROPortfolio [Chart of the Day: Surging SuRo Capital Is Attracting More Attention](https://pro.thestreet.com/portfolio/chart-of-the-day-surging-suro-capital-is-attracting-more-attention) Bob Lang [View post: Big Banks Find the Consumer Is Resilient. That's Good for This Holding.](https://pro.thestreet.com/portfolio/big-banks-find-the-consumer-is-resilient-thats-good-for-this-holding)![](https://www.thestreet.com/.image/MjIyNzEzNzQ0MDM4MzA3MjY1/untitled.jpg?io=1&profile=w256&ar=1-1) PROPortfolio [Big Banks Find the Consumer Is Resilient. That's Good for This Holding.](https://pro.thestreet.com/portfolio/big-banks-find-the-consumer-is-resilient-thats-good-for-this-holding) Chris Versace [View post: China’s Surprise Growth Shows Silence on Iran, U.S. Trade Can Be Golden](https://pro.thestreet.com/market-commentary/chinas-surprise-growth-shows-silence-on-iran-u-s-trade-can-be-golden)![](https://www.thestreet.com/.image/MjA0NTM3NzU0NjM5NDExMTI5/to-china-and-back-updates-on-several-holdings.png?io=1&profile=w256&ar=1-1) PROMarket Commentary [China’s Surprise Growth Shows Silence on Iran, U.S. Trade Can Be Golden](https://pro.thestreet.com/market-commentary/chinas-surprise-growth-shows-silence-on-iran-u-s-trade-can-be-golden) Alex Frew McMillan GOOGL AAPL CRWD MSFT 5 more... ## Key Points - President Donald Trump’s new tariffs on Europe have rattled tech stocks and reignited trade-war fears. - Analyst Dan Ives sees the tech stock decline as a buy-the-dip opportunity for investors. - Ives recommends buying nine specific tech and AI stocks amid ongoing market volatility. I started out on [Wall Street](https://www.thestreet.com/dictionary/w/wall-street) back in 1997, and one thing I’ve learned over the years is that the market hates uncertainty. Unfortunately, uncertainty is back after President Donald Trump kicked the tariffs beehive over the weekend, placing 10% tariffs on European allies in a bid to cudgel support for his plans for Greenland. The move sent shockwaves through the stock market, as trade war worries had receded after a record-setting run in technology stocks. After pausing reciprocal tariffs in early April last year, the tech-heavy Nasdaq index soared 54% through January 16, before the new tariffs were announced. [View post: Supreme Court tariff bets reset on Greenland tariff shock](https://www.thestreet.com/markets/polymarket-kalshi-supreme-court-tariff-ruling-bets-reset-amid-greenland-europe-tariffs)![](https://www.thestreet.com/.image/NDA6MDAwMDAwMDAyODQ0Mjkz/traders-1-19-2025-gettyimages-131181571-1.jpg?io=1&profile=w2560&ar=1-1) Markets [Supreme Court tariff bets reset on Greenland tariff shock](https://www.thestreet.com/markets/polymarket-kalshi-supreme-court-tariff-ruling-bets-reset-amid-greenland-europe-tariffs) Polymarket, Kalshi odds shift as Greenland dispute renews trade war with Europe. Todd Campbell The potential for higher tariffs to rekindle a trade war, impacting imports of everything from wine to luxury autos, has battered many popular tech stocks, but there may be a silver lining. Wedbush Securities Dan Ives, one of the most popular analysts on Wall Street, has been navigating the markets since the 1990s. On January 20, he sent a message from Davos, where this year’s World Economic Forum is getting underway, saying that a tech-stock selloff is creating a buy-the-dip moment for investors. Read on to learn what stocks Ives thinks are bargain buys, and my take on how to approach them. ## 9 stocks Dan Ives thinks investors should buy on Greenland stock market drop Technology stocks have been underperforming other market sectors, including health care and energy, recently, and among those with the most lackluster returns lately are the so-called [Magnificent 7](https://www.fidelity.com/learning-center/smart-money/magnificent-7-stocks) stocks: Alphabet (parent company of Google), Amazon, Apple, Meta Platforms (parent company of Facebook and Instagram), Microsoft, [Nvidia](https://www.thestreet.com/quote/NVDA), and Tesla. Those stocks are among a select group of companies with massive market caps that have grown to dominate the benchmark [S\&P 500](https://www.thestreet.com/dictionary/s/s-p-500) and Nasdaq 100 indexes. ![A NYSE trader on the floor of the exchange on a phone.](https://www.thestreet.com/.image/NDA6MDAwMDAwMDAyODQ0ODYz/nyse-trader-2-1-20-2026-gettyimages-2246102673-2844863.jpg?io=1&profile=w2560&x=0&y=0) Tech stocks are reeling after President Trump’s Greenland tariffs kick-started a trade war. Triballeau/Getty Images In recent months, however, Mag 7 stock returns have trailed other baskets. For example, the Roundhill Magnificent Seven ETF ([MAGS](https://www.thestreet.com/quote/MAGS)) is down 3.6% year to date, while the SPDR Energy Select ETF (XES) is up 11.7%. The relative underperformance is increasing today after President Donald Trump said eight European nations will face a new 10% tariff on February 1, rising to 25% on June 1, 2026. The MAGS ETF is down 1.8% at last check on January 20, but it’s not just tech’s biggest stars that are tumbling. The damage is widespread, causing many high-profile [AI](https://www.thestreet.com/tag/artificial-intelligence) stocks to dip as well. Apple, the consumer electronics giant, and Nvidia, the de facto golden boy of AI, are down 2.8%. More Tech Stocks: - [Morgan Stanley sets jaw-dropping Micron price target after event](https://www.thestreet.com/investing/stocks/morgan-stanley-sets-jaw-dropping-micron-price-target-after-event) - [Nvidia’s China chip problem isn’t what most investors think](https://www.thestreet.com/investing/nvidias-china-chip-problem-isnt-what-most-investors-think) - [Quantum Computing makes \$110 million move nobody saw coming](https://www.thestreet.com/investing/stocks/quantum-computing-makes-110-million-move-nobody-saw-coming) - [Morgan Stanley drops eye-popping Broadcom price target](https://www.thestreet.com/investing/stocks/morgan-stanley-drops-eye-popping-broadcom-price-target-after-event) - [Apple analyst sets bold stock target for 2026](https://www.thestreet.com/investing/stocks/apple-analyst-sets-bold-stock-target-for-2026) Those two are among a select group of technology stocks that Ives thinks are in the bargain bin and worth buying. “On weakness this morning, we would be buying many of our [IVES](https://www.thestreet.com/quote/IVES) AI 30 names,” said [Ives](https://x.com/schaeffers/status/2013599167336046997?s=20). “The back-and-forth war of words between Trump and the EU will give investors another opportunity to own the tech winners.” Here’s the complete list of tech stocks Ives called out as being on sale. No. 1: Nvidia ([NVDA](https://www.thestreet.com/quote/NVDA)) Nvidia is the leading picks-and-shovels AI infrastructure play. Its Hopper (H100, H200) and Blackwell (B100, B200) GPUs are ideally suited to handling AI’s heavy workload, making them the backbone of hyperscalers’ data center spending. The upcoming launch of its [Vera Rubin chip lineup](https://www.thestreet.com/investing/stocks/whats-next-for-nvidia-stock-in-2026), tools accelerating agentic AI development, and high-speed networking equipment linking servers together for greater speed and efficiency position it for another massive year for sales and profits in 2026. More reading: [Nvidia CEO sends biblical-scale reality check on AI](https://www.thestreet.com/technology/nvidia-ceo-delivers-biblical-scale-reality-check-on-ai) No. 2: Microsoft ([MSFT](https://www.thestreet.com/quote/MSFT)) Few companies were as early to the AI scene as Microsoft. The company has moved from being the engine behind PCs and laptops to a data center dynamo, and its stake in OpenAI (the company behind ChatGPT) has enabled it to create new upsell opportunities for Azure customers and subscribers to its M365 (formerly Office 365) software suite. Growing inference (the fancy name for using AI apps) positions the company for significant growth in 2026, while [higher prices for M365](https://www.thestreet.com/investing/microsofts-ai-jitters-look-where-the-real-money-shows-up) should drive revenue growth for quarters to come as contracts renew. More reading: [Goldman Sachs revamps Microsoft stock price target before earnings](https://www.thestreet.com/investing/stocks/goldman-sachs-revamps-microsoft-stock-price-target-before-earnings) No. 3: [Palantir](https://www.thestreet.com/quote/PLTR) ([PLTR](https://www.thestreet.com/quote/PLTR)) Perhaps Alex Karp is the only tech CEO who can rival [Elon Musk](https://www.thestreet.com/tag/elon-musk) in terms of a cult of personality. Karp seemingly single-handedly ushered Palantir into the AI conversation, turning the longtime data analytics company into an AI development juggernaut. Its Foundry and Gotham, backed by the [Artificial Intelligence](https://www.thestreet.com/tag/artificial-intelligence) Platform, have become a go-to for Fortune 500 companies eager to develop AI apps securely. The potential for increased government AI spend and ongoing enterprise growth are expected to drive [Palantir’s revenue and earnings higher](https://www.thestreet.com/investing/stocks/analyst-sends-surprising-message-on-palantir-stock-in-2026) in 2026. More reading: [Palantir stock faces a pressure-cooker moment](https://www.thestreet.com/investing/palantir-stock-faces-a-pressure-cooker-moment) No. 4: CrowdStrike ([CRWD](https://www.thestreet.com/quote/CRWD)) Cybersecurity is increasingly complex. Hackers are turning to AI to launch more sophisticated attacks, and that’s increasing demand for next-generation cyber protection offered by CrowdStrike’s Falcon platform. Ives thinks cybersecurity is “a second/third derivative beneficiary of the AI Revolution,” and views CrowdStrike as a key beneficiary of rising adoption of next-gen tools over the next year. More reading: [Veteran analyst resets AI stock buy list for 2026](https://www.thestreet.com/investing/stocks/veteran-analyst-resets-ai-stock-buy-list-for-2026) No. 5: Nebius ([NBIS](https://www.thestreet.com/quote/NBIS)) Demand for AI compute power is so significant that companies are turning to neocloud operators such as Nebius to fill the gap. Nebius, backed by Nvidia, operates data centers packed with clusters of high-performance Nvidia GPUs rented to customers. In September, Microsoft inked a [\$17.4 billion dea](https://www.thestreet.com/technology/nebius-steps-into-ai-data-center-spotlight-with-huge-microsoft-deal)[l](https://www.thestreet.com/technology/nebius-steps-into-ai-data-center-spotlight-with-huge-microsoft-deal) to lock in access to Nebius servers. More reading: [Microsoft turns to neocloud to solve major problem](https://www.thestreet.com/technology/microsoft-turns-to-neocloud-to-solve-major-problem-) No. 6: Apple ([AAPL](https://www.thestreet.com/quote/AAPL)) Apple has been a longtime favorite of Ives. Apple iPhone users have been slower to upgrade devices in recent years, but that could change if Apple’s long-awaited AI chatbot delivers “must-have” features. The company has been panned for being slow to launch a solution to rival OpenAI’s ChatGPT or Google’s Gemini; however, analysts expect 2026 to mark a significant Apple AI rollout, particularly following a January decision to use [Google’s AI as a backbone.](https://www.thestreet.com/investing/apple-makes-high-stakes-siri-change-as-services-growth-takes-center-stage) More reading: [Apple makes high-stakes Siri change as Services growth takes center stage](https://www.thestreet.com/investing/apple-makes-high-stakes-siri-change-as-services-growth-takes-center-stage) No. 7: Palo Alto ([PANW](https://www.thestreet.com/quote/PANW)) Like CrowdStrike, Palo Alto is a cybersecurity superstar. The company’s hardware is at the heart of enterprise and government data security, and last year’s decision to spend \$25 billion to buy CyberArk helped create an “all-in-one shop for all cyber solutions to battle the rising threats from AI while injecting this technology into its broader portfolio,” [according to Ives](https://www.linkedin.com/posts/daniel-ives-542321a8_palo-alto-networks-buying-cyberark-in-cash-and-stock-activity-7356336113340358656-8Lms?utm_source=share&utm_medium=member_desktop&rcm=ACoAAABBNdMBFTwOzliT121f8cp-9l3M-yFoAp8). More reading: [Palo Alto Networks’ growth, outlook in AI earn plaudits](https://www.thestreet.com/investing/stocks/palo-alto-networks-growth-outlook-in-ai-earn-plaudits-from-veteran-trader-analysts) No. 8: Alphabet ([GOOGL](https://www.thestreet.com/quote/GOOGL)) Alphabet is an AI powerhouse thanks to Google Cloud, its hyperscaler business, and Gemini, its AI chatbot. The company’s all-in on AI overviews, and Gemini is reshaping search, creating new opportunities and deeper user engagement to fend off rival chatbots. Apple’s decision to use Gemini in its own AI push is a testament to its leadership in the space, and incorporating AI tools provides significant opportunities to leverage its advertising business. Meanwhile, Google Cloud is among the major data center players, positioning it perfectly to handle customers’ AI workloads. More reading: [Bank of America revamps Alphabet stock after Google enters two key partnerships](https://www.thestreet.com/investing/stocks/bank-of-america-revamps-alphabet-stock-after-google-enters-two-key-partnerships) No. 9: Tesla ([TSLA](https://www.thestreet.com/quote/TSLA)) Tesla hasn’t had an easy time of it this past year, as controversy over Elon Musk‘s role as head of the Department of Government Efficiency (DOGE) alienated core customers here and abroad, causing sales growth of Model 3s and Ys to slip. Still, Ives thinks Tesla’s long-term story is more than selling cars. Tesla is leaning into autos-as-a-service, pushing toward autonomous Robotaxis and subscription-based autonomous-driving software. Ives also thinks Tesla’s Optimus puts it in a unique position to lead physical AI, including humanoid robots. “We believe Tesla could reach a \$2T [market cap](https://www.thestreet.com/dictionary/m/market-capitalization-market-cap) over the coming year and in a bull case scenario \$3T by the end of 2026,” [wrote Ives](https://x.com/SawyerMerritt/status/2000577880544129533?s=20) to Wedbush clients in December. More reading: [Elon Musk drops a surprise curveball on Nvidia](https://www.thestreet.com/technology/elon-musk-drops-a-surprise-curveball-on-nvidia) ## What investors should do now I own many of these stocks (see my disclosure below). Many of them have fallen sharply from all-time highs notched in the fourth quarter. Still, investors need to remember that market momentum is hard to predict in the short term. The stock market overall is arguably stretched, suggesting we could see more downside in these names, particularly given how much they’ve rallied since 2022’s bear-market lows. If you’re interested in Ives’ buy-the-dip wish list, consider spreading out buys over time rather than going all-in at once. Buying over time means you won’t “nail the bottom,” but legging into positions can be a good way to insulate yourself against further downside. Over time, I’ve found that’s a wiser strategy than tossing caution to the wind when it comes to investing your hard-earned cash during a sell-off. Todd Campbell owns shares of Nvidia, Microsoft, Palantir, Apple, Alphabet, and Tesla. [View post: Forget Blackwell, Nvidia future is Vera Rubin, agentic software](https://www.thestreet.com/investing/stocks/nvidia-stocks-next-move-hinges-on-q4-earnings-blackwell-ramp)![](https://www.thestreet.com/.image/NDA6MDAwMDAwMDAyODQzNzMz/jensen-huang-1-17-2026-gettyimages-2254215561.jpg?io=1&profile=w2560&ar=1-1) Stocks [Forget Blackwell, Nvidia future is Vera Rubin, agentic software](https://www.thestreet.com/investing/stocks/nvidia-stocks-next-move-hinges-on-q4-earnings-blackwell-ramp) Here’s what’s next for Nvidia shares. Todd Campbell ## About the authors ![](https://www.thestreet.com/.image/MTg4NDc3ODk3MjIzMTg2Mzc5/gundalow-headshot.jpg?io=1&profile=w256&ar=1-1) ## [Todd Campbell](https://www.thestreet.com/author/todd-campbell) Co-Editor-In-Chief Todd Campbell is the Co-Editor-in-Chief of TheStreet and a 30-year Wall Street veteran. A former series 7 licensed broker and Series 65 licensed investment advisor, he founded E.B. Capital Markets, LLC to provide institutional research to top fund managers. He is the creator of proprietary sector, industry, and stock rotation model, a multifactor framework designed to identify major shifts before they become consensus. Previously a primary voice at The Motley Fool, Todd has authored 8,000+ articles and his market analysis has been featured in Barron’s and The New York Times. He leverages his institutional expertise to provide actionable stock market and macro insight for TheStreet. Connect with him on LinkedIn and X. ![](https://www.thestreet.com/.image/MjE2NTQyNDY5Mjc2MzEzMTA3/celine_provini_headshot.jpg?io=1&profile=w256&ar=1-1) ## [Celine Provini](https://www.thestreet.com/author/celine-provini) Celine is a writer and editor with over 20 years of experience and has covered diverse news, features, academic/research, and legal topics. At TheStreet.com, Celine is a senior editor with experience across retail, stocks, investing, personal finance, technology, the economy, and travel. 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Readable Markdown	## Key Points - President Donald Trump’s new tariffs on Europe have rattled tech stocks and reignited trade-war fears. - Analyst Dan Ives sees the tech stock decline as a buy-the-dip opportunity for investors. - Ives recommends buying nine specific tech and AI stocks amid ongoing market volatility. I started out on [Wall Street](https://www.thestreet.com/dictionary/w/wall-street) back in 1997, and one thing I’ve learned over the years is that the market hates uncertainty. Unfortunately, uncertainty is back after President Donald Trump kicked the tariffs beehive over the weekend, placing 10% tariffs on European allies in a bid to cudgel support for his plans for Greenland. The move sent shockwaves through the stock market, as trade war worries had receded after a record-setting run in technology stocks. After pausing reciprocal tariffs in early April last year, the tech-heavy Nasdaq index soared 54% through January 16, before the new tariffs were announced. The potential for higher tariffs to rekindle a trade war, impacting imports of everything from wine to luxury autos, has battered many popular tech stocks, but there may be a silver lining. Wedbush Securities Dan Ives, one of the most popular analysts on Wall Street, has been navigating the markets since the 1990s. On January 20, he sent a message from Davos, where this year’s World Economic Forum is getting underway, saying that a tech-stock selloff is creating a buy-the-dip moment for investors. Read on to learn what stocks Ives thinks are bargain buys, and my take on how to approach them. ## 9 stocks Dan Ives thinks investors should buy on Greenland stock market drop Technology stocks have been underperforming other market sectors, including health care and energy, recently, and among those with the most lackluster returns lately are the so-called [Magnificent 7](https://www.fidelity.com/learning-center/smart-money/magnificent-7-stocks) stocks: Alphabet (parent company of Google), Amazon, Apple, Meta Platforms (parent company of Facebook and Instagram), Microsoft, [Nvidia](https://www.thestreet.com/quote/NVDA), and Tesla. Those stocks are among a select group of companies with massive market caps that have grown to dominate the benchmark [S\&P 500](https://www.thestreet.com/dictionary/s/s-p-500) and Nasdaq 100 indexes. ![A NYSE trader on the floor of the exchange on a phone.](https://www.thestreet.com/.image/NDA6MDAwMDAwMDAyODQ0ODYz/nyse-trader-2-1-20-2026-gettyimages-2246102673-2844863.jpg?io=1&profile=w2560&x=0&y=0) Tech stocks are reeling after President Trump’s Greenland tariffs kick-started a trade war. Triballeau/Getty Images In recent months, however, Mag 7 stock returns have trailed other baskets. For example, the Roundhill Magnificent Seven ETF ([MAGS](https://www.thestreet.com/quote/MAGS)) is down 3.6% year to date, while the SPDR Energy Select ETF (XES) is up 11.7%. The relative underperformance is increasing today after President Donald Trump said eight European nations will face a new 10% tariff on February 1, rising to 25% on June 1, 2026. The MAGS ETF is down 1.8% at last check on January 20, but it’s not just tech’s biggest stars that are tumbling. The damage is widespread, causing many high-profile [AI](https://www.thestreet.com/tag/artificial-intelligence) stocks to dip as well. Apple, the consumer electronics giant, and Nvidia, the de facto golden boy of AI, are down 2.8%. More Tech Stocks: - [Morgan Stanley sets jaw-dropping Micron price target after event](https://www.thestreet.com/investing/stocks/morgan-stanley-sets-jaw-dropping-micron-price-target-after-event) - [Nvidia’s China chip problem isn’t what most investors think](https://www.thestreet.com/investing/nvidias-china-chip-problem-isnt-what-most-investors-think) - [Quantum Computing makes \$110 million move nobody saw coming](https://www.thestreet.com/investing/stocks/quantum-computing-makes-110-million-move-nobody-saw-coming) - [Morgan Stanley drops eye-popping Broadcom price target](https://www.thestreet.com/investing/stocks/morgan-stanley-drops-eye-popping-broadcom-price-target-after-event) - [Apple analyst sets bold stock target for 2026](https://www.thestreet.com/investing/stocks/apple-analyst-sets-bold-stock-target-for-2026) Those two are among a select group of technology stocks that Ives thinks are in the bargain bin and worth buying. “On weakness this morning, we would be buying many of our [IVES](https://www.thestreet.com/quote/IVES) AI 30 names,” said [Ives](https://x.com/schaeffers/status/2013599167336046997?s=20). “The back-and-forth war of words between Trump and the EU will give investors another opportunity to own the tech winners.” Here’s the complete list of tech stocks Ives called out as being on sale. No. 1: Nvidia ([NVDA](https://www.thestreet.com/quote/NVDA)) Nvidia is the leading picks-and-shovels AI infrastructure play. Its Hopper (H100, H200) and Blackwell (B100, B200) GPUs are ideally suited to handling AI’s heavy workload, making them the backbone of hyperscalers’ data center spending. The upcoming launch of its [Vera Rubin chip lineup](https://www.thestreet.com/investing/stocks/whats-next-for-nvidia-stock-in-2026), tools accelerating agentic AI development, and high-speed networking equipment linking servers together for greater speed and efficiency position it for another massive year for sales and profits in 2026. More reading: [Nvidia CEO sends biblical-scale reality check on AI](https://www.thestreet.com/technology/nvidia-ceo-delivers-biblical-scale-reality-check-on-ai) No. 2: Microsoft ([MSFT](https://www.thestreet.com/quote/MSFT)) Few companies were as early to the AI scene as Microsoft. The company has moved from being the engine behind PCs and laptops to a data center dynamo, and its stake in OpenAI (the company behind ChatGPT) has enabled it to create new upsell opportunities for Azure customers and subscribers to its M365 (formerly Office 365) software suite. Growing inference (the fancy name for using AI apps) positions the company for significant growth in 2026, while [higher prices for M365](https://www.thestreet.com/investing/microsofts-ai-jitters-look-where-the-real-money-shows-up) should drive revenue growth for quarters to come as contracts renew. More reading: [Goldman Sachs revamps Microsoft stock price target before earnings](https://www.thestreet.com/investing/stocks/goldman-sachs-revamps-microsoft-stock-price-target-before-earnings) No. 3: [Palantir](https://www.thestreet.com/quote/PLTR) ([PLTR](https://www.thestreet.com/quote/PLTR)) Perhaps Alex Karp is the only tech CEO who can rival [Elon Musk](https://www.thestreet.com/tag/elon-musk) in terms of a cult of personality. Karp seemingly single-handedly ushered Palantir into the AI conversation, turning the longtime data analytics company into an AI development juggernaut. Its Foundry and Gotham, backed by the [Artificial Intelligence](https://www.thestreet.com/tag/artificial-intelligence) Platform, have become a go-to for Fortune 500 companies eager to develop AI apps securely. The potential for increased government AI spend and ongoing enterprise growth are expected to drive [Palantir’s revenue and earnings higher](https://www.thestreet.com/investing/stocks/analyst-sends-surprising-message-on-palantir-stock-in-2026) in 2026. More reading: [Palantir stock faces a pressure-cooker moment](https://www.thestreet.com/investing/palantir-stock-faces-a-pressure-cooker-moment) No. 4: CrowdStrike ([CRWD](https://www.thestreet.com/quote/CRWD)) Cybersecurity is increasingly complex. Hackers are turning to AI to launch more sophisticated attacks, and that’s increasing demand for next-generation cyber protection offered by CrowdStrike’s Falcon platform. Ives thinks cybersecurity is “a second/third derivative beneficiary of the AI Revolution,” and views CrowdStrike as a key beneficiary of rising adoption of next-gen tools over the next year. More reading: [Veteran analyst resets AI stock buy list for 2026](https://www.thestreet.com/investing/stocks/veteran-analyst-resets-ai-stock-buy-list-for-2026) No. 5: Nebius ([NBIS](https://www.thestreet.com/quote/NBIS)) Demand for AI compute power is so significant that companies are turning to neocloud operators such as Nebius to fill the gap. Nebius, backed by Nvidia, operates data centers packed with clusters of high-performance Nvidia GPUs rented to customers. In September, Microsoft inked a [\$17.4 billion dea](https://www.thestreet.com/technology/nebius-steps-into-ai-data-center-spotlight-with-huge-microsoft-deal)[l](https://www.thestreet.com/technology/nebius-steps-into-ai-data-center-spotlight-with-huge-microsoft-deal) to lock in access to Nebius servers. More reading: [Microsoft turns to neocloud to solve major problem](https://www.thestreet.com/technology/microsoft-turns-to-neocloud-to-solve-major-problem-) No. 6: Apple ([AAPL](https://www.thestreet.com/quote/AAPL)) Apple has been a longtime favorite of Ives. Apple iPhone users have been slower to upgrade devices in recent years, but that could change if Apple’s long-awaited AI chatbot delivers “must-have” features. The company has been panned for being slow to launch a solution to rival OpenAI’s ChatGPT or Google’s Gemini; however, analysts expect 2026 to mark a significant Apple AI rollout, particularly following a January decision to use [Google’s AI as a backbone.](https://www.thestreet.com/investing/apple-makes-high-stakes-siri-change-as-services-growth-takes-center-stage) More reading: [Apple makes high-stakes Siri change as Services growth takes center stage](https://www.thestreet.com/investing/apple-makes-high-stakes-siri-change-as-services-growth-takes-center-stage) No. 7: Palo Alto ([PANW](https://www.thestreet.com/quote/PANW)) Like CrowdStrike, Palo Alto is a cybersecurity superstar. The company’s hardware is at the heart of enterprise and government data security, and last year’s decision to spend \$25 billion to buy CyberArk helped create an “all-in-one shop for all cyber solutions to battle the rising threats from AI while injecting this technology into its broader portfolio,” [according to Ives](https://www.linkedin.com/posts/daniel-ives-542321a8_palo-alto-networks-buying-cyberark-in-cash-and-stock-activity-7356336113340358656-8Lms?utm_source=share&utm_medium=member_desktop&rcm=ACoAAABBNdMBFTwOzliT121f8cp-9l3M-yFoAp8). More reading: [Palo Alto Networks’ growth, outlook in AI earn plaudits](https://www.thestreet.com/investing/stocks/palo-alto-networks-growth-outlook-in-ai-earn-plaudits-from-veteran-trader-analysts) No. 8: Alphabet ([GOOGL](https://www.thestreet.com/quote/GOOGL)) Alphabet is an AI powerhouse thanks to Google Cloud, its hyperscaler business, and Gemini, its AI chatbot. The company’s all-in on AI overviews, and Gemini is reshaping search, creating new opportunities and deeper user engagement to fend off rival chatbots. Apple’s decision to use Gemini in its own AI push is a testament to its leadership in the space, and incorporating AI tools provides significant opportunities to leverage its advertising business. Meanwhile, Google Cloud is among the major data center players, positioning it perfectly to handle customers’ AI workloads. More reading: [Bank of America revamps Alphabet stock after Google enters two key partnerships](https://www.thestreet.com/investing/stocks/bank-of-america-revamps-alphabet-stock-after-google-enters-two-key-partnerships) No. 9: Tesla ([TSLA](https://www.thestreet.com/quote/TSLA)) Tesla hasn’t had an easy time of it this past year, as controversy over Elon Musk‘s role as head of the Department of Government Efficiency (DOGE) alienated core customers here and abroad, causing sales growth of Model 3s and Ys to slip. Still, Ives thinks Tesla’s long-term story is more than selling cars. Tesla is leaning into autos-as-a-service, pushing toward autonomous Robotaxis and subscription-based autonomous-driving software. Ives also thinks Tesla’s Optimus puts it in a unique position to lead physical AI, including humanoid robots. “We believe Tesla could reach a \$2T [market cap](https://www.thestreet.com/dictionary/m/market-capitalization-market-cap) over the coming year and in a bull case scenario \$3T by the end of 2026,” [wrote Ives](https://x.com/SawyerMerritt/status/2000577880544129533?s=20) to Wedbush clients in December. More reading: [Elon Musk drops a surprise curveball on Nvidia](https://www.thestreet.com/technology/elon-musk-drops-a-surprise-curveball-on-nvidia) ## What investors should do now I own many of these stocks (see my disclosure below). Many of them have fallen sharply from all-time highs notched in the fourth quarter. Still, investors need to remember that market momentum is hard to predict in the short term. The stock market overall is arguably stretched, suggesting we could see more downside in these names, particularly given how much they’ve rallied since 2022’s bear-market lows. If you’re interested in Ives’ buy-the-dip wish list, consider spreading out buys over time rather than going all-in at once. Buying over time means you won’t “nail the bottom,” but legging into positions can be a good way to insulate yourself against further downside. Over time, I’ve found that’s a wiser strategy than tossing caution to the wind when it comes to investing your hard-earned cash during a sell-off. Todd Campbell owns shares of Nvidia, Microsoft, Palantir, Apple, Alphabet, and Tesla. ## About the authors ![](https://www.thestreet.com/.image/MTg4NDc3ODk3MjIzMTg2Mzc5/gundalow-headshot.jpg?io=1&profile=w256&ar=1-1) Todd Campbell is the Co-Editor-in-Chief of TheStreet and a 30-year Wall Street veteran. A former series 7 licensed broker and Series 65 licensed investment advisor, he founded E.B. Capital Markets, LLC to provide institutional research to top fund managers. He is the creator of proprietary sector, industry, and stock rotation model, a multifactor framework designed to identify major shifts before they become consensus. Previously a primary voice at The Motley Fool, Todd has authored 8,000+ articles and his market analysis has been featured in Barron’s and The New York Times. He leverages his institutional expertise to provide actionable stock market and macro insight for TheStreet. Connect with him on LinkedIn and X. ![](https://www.thestreet.com/.image/MjE2NTQyNDY5Mjc2MzEzMTA3/celine_provini_headshot.jpg?io=1&profile=w256&ar=1-1) Celine is a writer and editor with over 20 years of experience and has covered diverse news, features, academic/research, and legal topics. At TheStreet.com, Celine is a senior editor with experience across retail, stocks, investing, personal finance, technology, the economy, and travel.
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