Dan Ives' Top Tech Stock Picks for 2026: Microsoft, Apple, Tesla, Palantir, CrowdStrike

Top Tech Stock Picks for 2026

• 💡 Microsoft, Apple, Tesla, Palantir, and Crowdstrike are highlighted as top tech names to own heading into 2026.
• 🎯 While Nvidia is acknowledged as the "godfather of AI," it is not on the list of five core names for the upcoming year.

AI Revolution and Investment Strategy

• 🚀 The investment strategy focuses on playing the AI revolution through hyperscalers, consumer tech (Apple), and enterprise solutions (Palantir, Crowdstrike).
• 🧠 The derivatives and second/third-tier companies benefiting from AI are seen as key investment opportunities.

Palantir's Valuation and Growth Potential

• 📈 Palantir is discussed in the context of its revenue needs to justify a high valuation, with emphasis on its commercial business potentially reaching two to three billion dollars.
• 💰 The stock is considered super expensive but is projected to achieve a trillion-dollar valuation in the next two to three years as the AI revolution unfolds.

Robotics and Autonomous Systems at CES

• 🤖 Robotics is expected to be a major theme at CES, with Serve AI mentioned as an off-the-radar name bullishly viewed for its advancements in delivery robotics and true autonomous capabilities.
• 🚗 The speaker anticipates autonomous systems and robotics to be front and center, building on foundational AI developments.

Oracle's Remaining Purchase Obligations (RPO)

• 📊 Oracle's Remaining Purchase Obligations (RPO) are seen as a significant indicator of future revenue, with the speaker disagreeing with market skepticism.
• 🚀 The RPO is expected to drive reacceleration of growth for Oracle, potentially from 18% to 30% or even 45%, with a high likelihood of these contracts coming to fruition.
• 💰 Oracle is presented as a strong investment with a favorable risk-reward profile, indicating significant upside potential.