{"id":36103,"date":"2026-02-17T20:08:15","date_gmt":"2026-02-17T20:08:15","guid":{"rendered":"https:\/\/cryptomag.finance\/?p=36103"},"modified":"2026-02-17T20:08:15","modified_gmt":"2026-02-17T20:08:15","slug":"golden-opportunity-in-one-stock-sector-has-emerged-amid-armageddon-market-fears-says-hedge-fund-veteran-dan-ives","status":"publish","type":"post","link":"https:\/\/cryptomag.finance\/?p=36103","title":{"rendered":"\u2018Golden Opportunity\u2019 in One Stock Sector Has Emerged Amid Armageddon Market Fears, Says Hedge Fund Veteran Dan Ives"},"content":{"rendered":"

\"\"<\/p>\n

Hedge fund veteran Dan Ives believes \u201carmageddon\u201d fears in one stock market sector have triggered a golden buying opportunity.<\/p>\n

In a new CNBC interview, Ives argues<\/a> that accelerating AI spending will create a multiplier effect across tech, benefiting software stocks that have taken a beating.<\/p>\n

[adinserter block=”1″]<\/p>\n

\u201cThe spending is even going to be more accelerated than I think people thought coming into the year. So when you look at some of the armageddon fears that we\u2019re seeing specifically in software, and I think some of these tech names, it\u2019s way overblown. It\u2019s a multiplier. I mean we\u2019ve told on the show for every dollar spent on capex you have an essentially an 8 to 10 multiplier across the rest of tech infrastructure, energy, and that speaks to our view this is a deep seat type moment that\u2019s a golden buying opportunity for the winners.\u201d<\/em><\/p>\n

Ives also says the market is wrongly treating the entire software sector as broken, overlooking core AI beneficiaries like Salesforce and ServiceNow.<\/p>\n

\u201cLook, is Adobe a potential loser? Is software names like UiPath, some of these other the pure play names? Yeah. But is Salesforce Service Now? No. I think Salesforce Service Now are going to be core parts of the play in the AI revolution, the use cases, because today it\u2019s really only Palunteer that\u2019s shown it. I just think right now the street is miscalculating the ripple effect that we\u2019re going to see across tech. <\/em><\/p>\n

And I think what you\u2019re seeing here is obviously just a massive dislocation. I would say in my career it\u2019s the most disconnected call that I\u2019ve ever seen, specifically the software selloff where you\u2019re essentially treating the sector like it\u2019s a structurally broken sector.\u201d<\/em><\/p>\n

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Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any assets including cryptocurrencies, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.<\/h6>\n<\/div>\n

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The post \u2018Golden Opportunity\u2019 in One Stock Sector Has Emerged Amid Armageddon Market Fears, Says Hedge Fund Veteran Dan Ives<\/a> appeared first on The Daily Hodl<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"

Hedge fund veteran Dan Ives believes \u201carmageddon\u201d fears in one stock market sector have triggered a golden buying opportunity. In a new CNBC interview, Ives argues that accelerating AI spending will create a multiplier effect across tech, benefiting software stocks that have taken a beating. [adinserter block=”1″] \u201cThe spending is even going to be more […]<\/p>\n","protected":false},"author":1,"featured_media":36104,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[],"tags":[],"class_list":["post-36103","post","type-post","status-publish","format-standard","has-post-thumbnail"],"yoast_head":"\n\u2018Golden Opportunity\u2019 in One Stock Sector Has Emerged Amid Armageddon Market Fears, Says Hedge Fund Veteran Dan Ives - Cryptomag<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cryptomag.finance\/?p=36103\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u2018Golden Opportunity\u2019 in One Stock Sector Has Emerged Amid Armageddon Market Fears, Says Hedge Fund Veteran Dan Ives - Cryptomag\" \/>\n<meta property=\"og:description\" content=\"Hedge fund veteran Dan Ives believes \u201carmageddon\u201d fears in one stock market sector have triggered a golden buying opportunity. 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