Ge Long Hui A P P·2025-10-11 05:24Core Viewpoint - The recent sell-off in technology stocks has caused panic among investors, but Wedbush analyst Dan Ives maintains a bullish stance, suggesting that the market's reaction may be more severe than the actual damage, and rationality will eventually return, presenting a buying opportunity in semiconductor, software, and large tech companies [1] Group 1 - Ives identifies several companies that will lead the "Fourth Industrial Revolution," including Nvidia, Microsoft, Palantir, Meta, and Amazon [1] - He predicts that technology stocks have at least 7% upside potential before the end of the year [1] - Ives characterizes the current market situation as a "1996 moment" (the beginning of a bull market), rather than a "1999 moment" (the eve of the internet bubble) [1]