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    Analyst Dan Ives Calls AI Stock Selloff a 'Buying Opportunity' Despite Rate Pressures

    A post relaying Ives's view says chip demand reportedly exceeds supply 13 to 1, even as borrowing costs rise.

    1 Source, 1h ago, first seen 1h ago

    TLDR

    A post says Dan Ives sees the declines in CoreWeave, IREN and Nebius as buying opportunities rather than warning signs. He argues that higher interest rates make AI infrastructure more expensive to finance but do not necessarily weaken demand. Chip demand reportedly exceeds supply by 13 to 1, and Ives expects 800–1,000 data centers to be built in the coming years.

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    1 Source

    *Walter Bloomberg@DeItaoneDAN IVES CALLS AI STOCK SELLOFF A CLEAR BUYING OPPORTUNITY Dan Ives says the sharp declines in CoreWeave ($CRWV ), IREN ($IREN ) and Nebius ($NBIS ) represent buying opportunities rather than warning signs. Despite rising borrowing costs, Ives argues AI computing demand remains strong, with chip demand reportedly exceeding available supply by 13 to 1. He expects 800–1,000 data centers to be built in the coming years. His key message: Higher interest rates make AI infrastructure more expensive to finance, but do not necessarily weaken demand.1h
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    1 Source

    *Walter Bloomberg@DeItaoneDAN IVES CALLS AI STOCK SELLOFF A CLEAR BUYING OPPORTUNITY Dan Ives says the sharp declines in CoreWeave ($CRWV ), IREN ($IREN ) and Nebius ($NBIS ) represent buying opportunities rather than warning signs. Despite rising borrowing costs, Ives argues AI computing demand remains strong, with chip demand reportedly exceeding available supply by 13 to 1. He expects 800–1,000 data centers to be built in the coming years. His key message: Higher interest rates make AI infrastructure more expensive to finance, but do not necessarily weaken demand.1h
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