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

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.