Part 7/12:
He points to software companies like Palantir, Snowflake, and MongoDB as key exemplars, illustrating how AI-powered applications, infrastructure, and cybersecurity will drive the next wave of growth. As AI matures from infrastructure buildout to widespread deployment, the value creation accelerates sharply.
The Future Outlook: Sector Growth and Stock Opportunities
Looking ahead to 2026, Ives forecasts that tech stocks could increase by over 20%, with some mega-cap names like Microsoft and Google potentially rising 30-40% or more. He sees a "third inning" in the AI game—initial investments are already on the field, but the best is yet to come.