Reward 500 Tiger-coinsAI has been a hot investing topic in recent years! This week saw a very busy slate of SaaS earnings, with three companies standing out:
$MongoDB Inc.(MDB)$ delivered a major earnings beat and raised guidance.
$Credo Technology Group Holding Ltd(CRDO)$ reported blowout top- and bottom-line results and issued a sharply higher-than-expected revenue outlook.
$Salesforce.com(CRM)$ posted better-than-expected quarterly profit and raised its outlook.
Dan Ives tweeted that
the robust numbers from MongoDB, $Marvell Technology(MRVL)$ , and $CrowdStrike Holdings, Inc.(CRWD)$ are sending an important fundamental signal: the AI Revolution demand trend is spreading to other key areas of tech.
He believes this will be a key theme in 2026 as the Fourth Industrial Revolution takes hold.
Dan Ives also updated his AI 30 winner list ahead of 2026, expecting Big Tech to remain the dominant force in financial markets next year.
He anticipates another year of strong gains, projecting that major technology names could climb roughly 20% in 2026 as AI expands into broader commercial applications.
However, he is updating his roster of potential stock market beneficiaries from the ongoing AI boom.
Added: Neocloud $CoreWeave, Inc.(CRWV)$, bitcoin miner turned data center company $IREN Ltd(IREN)$ , and $Shopify(SHOP)$.
Removed: $SoundHound AI Inc(SOUN)$ , $ServiceNow(NOW)$ $Salesforce.com(CRM)$
Questions:
Will AI remain the main investment theme in 2026?
Do you agree with Ives’ AI list?
Are you bullish on the newly added names: CRWV, Shopify, and IREN?
What’s your top AI pick?
Leave your comments to win tiger coins!
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Comments
我认为丹·艾夫斯更新的名单是有道理的。CoreWeave，IREN $IREN Ltd(IREN)$ ，和Shopify $Shopify Inc(SHOP)$ 满足对计算、高耗能人工智能基础设施和人工智能驱动的商业日益增长的需求。考虑到它们在人工智能货币化曲线中的地位较弱，这些移除也是合理的。
我的首选人工智能仍然是Nvidia等主要平台 $英伟达(NVDA)$ 或微软 $微软(MSFT)$ ，仍持有最强的长期优势。在新增的名称中，CoreWeave $CoreWeave, Inc.(CRWV)$ 看起来是最引人注目的基础游戏。总体而言，我仍然看好该行业进入2026年，特别是随着企业采用率持续加速。
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