Wedbush's Dan Ives: Don't throw in the towel on tech

Seeking Alpha2021-12-18

Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates. "...

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精彩评论

Simplehuman
2021-12-20
Simplehuman
Indeed true to separate the good from the bad ones. Not to throw the baby out with the bathwater. =)
一支升GoGo
2021-12-20
一支升GoGo
👍
一支升GoGo
2021-12-20
一支升GoGo
👍
No Fool
2021-12-20
No Fool
Trying not to count the loss.
james_l
2021-12-20
james_l
Adobe is a good discount now.
ZJ0429
2021-12-20
ZJ0429
okok
- ed62:
  yes ok

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491

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ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.</p>\n<p>The main laggard in the group is CYBR, which is basically flat on the year:</p>\n<p><img src=\"https://static.tigerbbs.com/25aa45389fe8b89d41006f304e02894e\" tg-width=\"1201\" tg-height=\"405\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wedbush's Dan Ives: Don't throw in the towel on tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWedbush's Dan Ives: Don't throw in the towel on tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 13:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\n\"...</p>\n\n<a href=\"https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CYBR":"Cyber-Ark Software","PANW":"Palo Alto Networks","NVDA":"英伟达","ZS":"Zscaler Inc."},"source_url":"https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161245886","content_text":"Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\n\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.\nCalling the current era \"a fourth industrial revolution,\" Ives backed such stocks as CyberArk Software , Palo Alto Networks , Zscaler , NVIDIA  and Apple .\n\"This is an opportunity, not the start of a downtrend for tech,\" he said.\nIves argued that a large number of tech names will see significant growth in coming years thanks to heavy spending on technologies like cybersecurity, 5G and further moves into the cloud.\nHe estimated that this \"digital transformation\" would fuel another $2T in spending over the next six to seven years.\nThat said, Ives warned investors that they had to be selective with their portfolios, as some stocks will lose momentum once the massive pandemic-related stimulus comes to an end.\n\"You have to separate the winners from the losers and the long-term winners versus the ones that benefited from the pandemic,\" he said.\nRather, Ives suggested investors \"double down on their winners.\"\nLooking at some of the stocks mentioned by Ives, NVDA has done by far the best in 2021, more than doubling over the course of the year. ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.\nThe main laggard in the group is CYBR, which is basically flat on the year:","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":693955236,"gmtCreate":1639963970437,"gmtModify":1639963970582,"author":{"id":"3586908956533728","authorId":"3586908956533728","name":"一支升GoGo","avatar":"https://static.tigerbbs.com/e6ded53fb5327ba12901b0349ca92704","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693955236","repostId":1161245886,"repostType":4,"repost":{"id":"1161245886","pubTimestamp":1639806035,"share":"https://www.laohu8.com/m/news/1161245886?lang=&edition=full","pubTime":"2021-12-18 13:40","market":"us","language":"en","title":"Wedbush's Dan Ives: Don't throw in the towel on tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1161245886","media":"Seeking Alpha","summary":"Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.Calling the current era \"a fourth industrial revolution,\" Ives backed such stocks as $CyberArk Software $, $Palo Alto Networks $, $Zscaler $, $NVIDIA $ and $Apple $.\"This is an opportunity, not the start of a downtrend ","content":"<p>Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.</p>\n<p>\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.</p>\n<p>Calling the current era \"a fourth industrial revolution,\" Ives backed such stocks as <a href=\"https://laohu8.com/S/CYBR\">CyberArk Software </a>, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks </a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler </a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA </a> and <a href=\"https://laohu8.com/S/AAPL\">Apple </a>.</p>\n<p>\"This is an opportunity, not the start of a downtrend for tech,\" he said.</p>\n<p>Ives argued that a large number of tech names will see significant growth in coming years thanks to heavy spending on technologies like cybersecurity, 5G and further moves into the cloud.</p>\n<p>He estimated that this \"digital transformation\" would fuel another $2T in spending over the next six to seven years.</p>\n<p>That said, Ives warned investors that they had to be selective with their portfolios, as some stocks will lose momentum once the massive pandemic-related stimulus comes to an end.</p>\n<p>\"You have to separate the winners from the losers and the long-term winners versus the ones that benefited from the pandemic,\" he said.</p>\n<p>Rather, Ives suggested investors \"double down on their winners.\"</p>\n<p>Looking at some of the stocks mentioned by Ives, NVDA has done by far the best in 2021, more than doubling over the course of the year. ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.</p>\n<p>The main laggard in the group is CYBR, which is basically flat on the year:</p>\n<p><img src=\"https://static.tigerbbs.com/25aa45389fe8b89d41006f304e02894e\" tg-width=\"1201\" tg-height=\"405\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wedbush's Dan Ives: Don't throw in the towel on tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWedbush's Dan Ives: Don't throw in the towel on tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 13:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\n\"...</p>\n\n<a href=\"https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CYBR":"Cyber-Ark Software","PANW":"Palo Alto Networks","NVDA":"英伟达","ZS":"Zscaler Inc."},"source_url":"https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161245886","content_text":"Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\n\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.\nCalling the current era \"a fourth industrial revolution,\" Ives backed such stocks as CyberArk Software , Palo Alto Networks , Zscaler , NVIDIA  and Apple .\n\"This is an opportunity, not the start of a downtrend for tech,\" he said.\nIves argued that a large number of tech names will see significant growth in coming years thanks to heavy spending on technologies like cybersecurity, 5G and further moves into the cloud.\nHe estimated that this \"digital transformation\" would fuel another $2T in spending over the next six to seven years.\nThat said, Ives warned investors that they had to be selective with their portfolios, as some stocks will lose momentum once the massive pandemic-related stimulus comes to an end.\n\"You have to separate the winners from the losers and the long-term winners versus the ones that benefited from the pandemic,\" he said.\nRather, Ives suggested investors \"double down on their winners.\"\nLooking at some of the stocks mentioned by Ives, NVDA has done by far the best in 2021, more than doubling over the course of the year. ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.\nThe main laggard in the group is CYBR, which is basically flat on the year:","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":693955331,"gmtCreate":1639963956257,"gmtModify":1639963956403,"author":{"id":"3586908956533728","authorId":"3586908956533728","name":"一支升GoGo","avatar":"https://static.tigerbbs.com/e6ded53fb5327ba12901b0349ca92704","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693955331","repostId":1161245886,"repostType":4,"repost":{"id":"1161245886","pubTimestamp":1639806035,"share":"https://www.laohu8.com/m/news/1161245886?lang=&edition=full","pubTime":"2021-12-18 13:40","market":"us","language":"en","title":"Wedbush's Dan Ives: Don't throw in the towel on tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1161245886","media":"Seeking Alpha","summary":"Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.Calling the current era \"a fourth industrial revolution,\" Ives backed such stocks as $CyberArk Software $, $Palo Alto Networks $, $Zscaler $, $NVIDIA $ and $Apple $.\"This is an opportunity, not the start of a downtrend ","content":"<p>Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.</p>\n<p>\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.</p>\n<p>Calling the current era \"a fourth industrial revolution,\" Ives backed such stocks as <a href=\"https://laohu8.com/S/CYBR\">CyberArk Software </a>, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks </a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler </a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA </a> and <a href=\"https://laohu8.com/S/AAPL\">Apple </a>.</p>\n<p>\"This is an opportunity, not the start of a downtrend for tech,\" he said.</p>\n<p>Ives argued that a large number of tech names will see significant growth in coming years thanks to heavy spending on technologies like cybersecurity, 5G and further moves into the cloud.</p>\n<p>He estimated that this \"digital transformation\" would fuel another $2T in spending over the next six to seven years.</p>\n<p>That said, Ives warned investors that they had to be selective with their portfolios, as some stocks will lose momentum once the massive pandemic-related stimulus comes to an end.</p>\n<p>\"You have to separate the winners from the losers and the long-term winners versus the ones that benefited from the pandemic,\" he said.</p>\n<p>Rather, Ives suggested investors \"double down on their winners.\"</p>\n<p>Looking at some of the stocks mentioned by Ives, NVDA has done by far the best in 2021, more than doubling over the course of the year. ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.</p>\n<p>The main laggard in the group is CYBR, which is basically flat on the year:</p>\n<p><img src=\"https://static.tigerbbs.com/25aa45389fe8b89d41006f304e02894e\" tg-width=\"1201\" tg-height=\"405\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wedbush's Dan Ives: Don't throw in the towel on tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWedbush's Dan Ives: Don't throw in the towel on tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 13:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\n\"...</p>\n\n<a href=\"https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CYBR":"Cyber-Ark Software","PANW":"Palo Alto Networks","NVDA":"英伟达","ZS":"Zscaler Inc."},"source_url":"https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161245886","content_text":"Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\n\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.\nCalling the current era \"a fourth industrial revolution,\" Ives backed such stocks as CyberArk Software , Palo Alto Networks , Zscaler , NVIDIA  and Apple .\n\"This is an opportunity, not the start of a downtrend for tech,\" he said.\nIves argued that a large number of tech names will see significant growth in coming years thanks to heavy spending on technologies like cybersecurity, 5G and further moves into the cloud.\nHe estimated that this \"digital transformation\" would fuel another $2T in spending over the next six to seven years.\nThat said, Ives warned investors that they had to be selective with their portfolios, as some stocks will lose momentum once the massive pandemic-related stimulus comes to an end.\n\"You have to separate the winners from the losers and the long-term winners versus the ones that benefited from the pandemic,\" he said.\nRather, Ives suggested investors \"double down on their winners.\"\nLooking at some of the stocks mentioned by Ives, NVDA has done by far the best in 2021, more than doubling over the course of the year. ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.\nThe main laggard in the group is CYBR, which is basically flat on the year:","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":693049904,"gmtCreate":1639953229541,"gmtModify":1639953229862,"author":{"id":"3585453811129604","authorId":"3585453811129604","name":"No Fool","avatar":"https://static.tigerbbs.com/1d1a8355c31a0923d9bb73fafe42b5f5","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Trying not to count the loss.","listText":"Trying not to count the loss.","text":"Trying not to count the loss.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693049904","repostId":1161245886,"repostType":4,"repost":{"id":"1161245886","pubTimestamp":1639806035,"share":"https://www.laohu8.com/m/news/1161245886?lang=&edition=full","pubTime":"2021-12-18 13:40","market":"us","language":"en","title":"Wedbush's Dan Ives: Don't throw in the towel on tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1161245886","media":"Seeking Alpha","summary":"Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.Calling the current era \"a fourth industrial revolution,\" Ives backed such stocks as $CyberArk Software $, $Palo Alto Networks $, $Zscaler $, $NVIDIA $ and $Apple $.\"This is an opportunity, not the start of a downtrend ","content":"<p>Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.</p>\n<p>\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.</p>\n<p>Calling the current era \"a fourth industrial revolution,\" Ives backed such stocks as <a href=\"https://laohu8.com/S/CYBR\">CyberArk Software </a>, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks </a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler </a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA </a> and <a href=\"https://laohu8.com/S/AAPL\">Apple </a>.</p>\n<p>\"This is an opportunity, not the start of a downtrend for tech,\" he said.</p>\n<p>Ives argued that a large number of tech names will see significant growth in coming years thanks to heavy spending on technologies like cybersecurity, 5G and further moves into the cloud.</p>\n<p>He estimated that this \"digital transformation\" would fuel another $2T in spending over the next six to seven years.</p>\n<p>That said, Ives warned investors that they had to be selective with their portfolios, as some stocks will lose momentum once the massive pandemic-related stimulus comes to an end.</p>\n<p>\"You have to separate the winners from the losers and the long-term winners versus the ones that benefited from the pandemic,\" he said.</p>\n<p>Rather, Ives suggested investors \"double down on their winners.\"</p>\n<p>Looking at some of the stocks mentioned by Ives, NVDA has done by far the best in 2021, more than doubling over the course of the year. ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.</p>\n<p>The main laggard in the group is CYBR, which is basically flat on the year:</p>\n<p><img src=\"https://static.tigerbbs.com/25aa45389fe8b89d41006f304e02894e\" tg-width=\"1201\" tg-height=\"405\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wedbush's Dan Ives: Don't throw in the towel on tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWedbush's Dan Ives: Don't throw in the towel on tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 13:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\n\"...</p>\n\n<a href=\"https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CYBR":"Cyber-Ark Software","PANW":"Palo Alto Networks","NVDA":"英伟达","ZS":"Zscaler Inc."},"source_url":"https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161245886","content_text":"Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\n\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.\nCalling the current era \"a fourth industrial revolution,\" Ives backed such stocks as CyberArk Software , Palo Alto Networks , Zscaler , NVIDIA  and Apple .\n\"This is an opportunity, not the start of a downtrend for tech,\" he said.\nIves argued that a large number of tech names will see significant growth in coming years thanks to heavy spending on technologies like cybersecurity, 5G and further moves into the cloud.\nHe estimated that this \"digital transformation\" would fuel another $2T in spending over the next six to seven years.\nThat said, Ives warned investors that they had to be selective with their portfolios, as some stocks will lose momentum once the massive pandemic-related stimulus comes to an end.\n\"You have to separate the winners from the losers and the long-term winners versus the ones that benefited from the pandemic,\" he said.\nRather, Ives suggested investors \"double down on their winners.\"\nLooking at some of the stocks mentioned by Ives, NVDA has done by far the best in 2021, more than doubling over the course of the year. ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.\nThe main laggard in the group is CYBR, which is basically flat on the year:","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":693051867,"gmtCreate":1639949106494,"gmtModify":1639949107493,"author":{"id":"3563436875655076","authorId":"3563436875655076","name":"james_l","avatar":"https://static.tigerbbs.com/7960ea5c640db331ff2de0da32f6a611","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Adobe is a good discount now.","listText":"Adobe is a good discount now.","text":"Adobe is a good discount now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693051867","repostId":1161245886,"repostType":4,"repost":{"id":"1161245886","pubTimestamp":1639806035,"share":"https://www.laohu8.com/m/news/1161245886?lang=&edition=full","pubTime":"2021-12-18 13:40","market":"us","language":"en","title":"Wedbush's Dan Ives: Don't throw in the towel on tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1161245886","media":"Seeking Alpha","summary":"Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.Calling the current era \"a fourth industrial revolution,\" Ives backed such stocks as $CyberArk Software $, $Palo Alto Networks $, $Zscaler $, $NVIDIA $ and $Apple $.\"This is an opportunity, not the start of a downtrend ","content":"<p>Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.</p>\n<p>\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.</p>\n<p>Calling the current era \"a fourth industrial revolution,\" Ives backed such stocks as <a href=\"https://laohu8.com/S/CYBR\">CyberArk Software </a>, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks </a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler </a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA </a> and <a href=\"https://laohu8.com/S/AAPL\">Apple </a>.</p>\n<p>\"This is an opportunity, not the start of a downtrend for tech,\" he said.</p>\n<p>Ives argued that a large number of tech names will see significant growth in coming years thanks to heavy spending on technologies like cybersecurity, 5G and further moves into the cloud.</p>\n<p>He estimated that this \"digital transformation\" would fuel another $2T in spending over the next six to seven years.</p>\n<p>That said, Ives warned investors that they had to be selective with their portfolios, as some stocks will lose momentum once the massive pandemic-related stimulus comes to an end.</p>\n<p>\"You have to separate the winners from the losers and the long-term winners versus the ones that benefited from the pandemic,\" he said.</p>\n<p>Rather, Ives suggested investors \"double down on their winners.\"</p>\n<p>Looking at some of the stocks mentioned by Ives, NVDA has done by far the best in 2021, more than doubling over the course of the year. ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.</p>\n<p>The main laggard in the group is CYBR, which is basically flat on the year:</p>\n<p><img src=\"https://static.tigerbbs.com/25aa45389fe8b89d41006f304e02894e\" tg-width=\"1201\" tg-height=\"405\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wedbush's Dan Ives: Don't throw in the towel on tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWedbush's Dan Ives: Don't throw in the towel on tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 13:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\n\"...</p>\n\n<a href=\"https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CYBR":"Cyber-Ark Software","PANW":"Palo Alto Networks","NVDA":"英伟达","ZS":"Zscaler Inc."},"source_url":"https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161245886","content_text":"Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\n\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.\nCalling the current era \"a fourth industrial revolution,\" Ives backed such stocks as CyberArk Software , Palo Alto Networks , Zscaler , NVIDIA  and Apple .\n\"This is an opportunity, not the start of a downtrend for tech,\" he said.\nIves argued that a large number of tech names will see significant growth in coming years thanks to heavy spending on technologies like cybersecurity, 5G and further moves into the cloud.\nHe estimated that this \"digital transformation\" would fuel another $2T in spending over the next six to seven years.\nThat said, Ives warned investors that they had to be selective with their portfolios, as some stocks will lose momentum once the massive pandemic-related stimulus comes to an end.\n\"You have to separate the winners from the losers and the long-term winners versus the ones that benefited from the pandemic,\" he said.\nRather, Ives suggested investors \"double down on their winners.\"\nLooking at some of the stocks mentioned by Ives, NVDA has done by far the best in 2021, more than doubling over the course of the year. ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.\nThe main laggard in the group is CYBR, which is basically flat on the year:","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":693063580,"gmtCreate":1639930590176,"gmtModify":1639930590523,"author":{"id":"3575944618458188","authorId":"3575944618458188","name":"ZJ0429","avatar":"https://static.tigerbbs.com/cf7036ebe7fa36be18d7ae7011969bab","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"okok","listText":"okok","text":"okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693063580","repostId":1161245886,"repostType":4,"repost":{"id":"1161245886","pubTimestamp":1639806035,"share":"https://www.laohu8.com/m/news/1161245886?lang=&edition=full","pubTime":"2021-12-18 13:40","market":"us","language":"en","title":"Wedbush's Dan Ives: Don't throw in the towel on tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1161245886","media":"Seeking Alpha","summary":"Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.Calling the current era \"a fourth industrial revolution,\" Ives backed such stocks as $CyberArk Software $, $Palo Alto Networks $, $Zscaler $, $NVIDIA $ and $Apple $.\"This is an opportunity, not the start of a downtrend ","content":"<p>Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.</p>\n<p>\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.</p>\n<p>Calling the current era \"a fourth industrial revolution,\" Ives backed such stocks as <a href=\"https://laohu8.com/S/CYBR\">CyberArk Software </a>, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks </a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler </a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA </a> and <a href=\"https://laohu8.com/S/AAPL\">Apple </a>.</p>\n<p>\"This is an opportunity, not the start of a downtrend for tech,\" he said.</p>\n<p>Ives argued that a large number of tech names will see significant growth in coming years thanks to heavy spending on technologies like cybersecurity, 5G and further moves into the cloud.</p>\n<p>He estimated that this \"digital transformation\" would fuel another $2T in spending over the next six to seven years.</p>\n<p>That said, Ives warned investors that they had to be selective with their portfolios, as some stocks will lose momentum once the massive pandemic-related stimulus comes to an end.</p>\n<p>\"You have to separate the winners from the losers and the long-term winners versus the ones that benefited from the pandemic,\" he said.</p>\n<p>Rather, Ives suggested investors \"double down on their winners.\"</p>\n<p>Looking at some of the stocks mentioned by Ives, NVDA has done by far the best in 2021, more than doubling over the course of the year. ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.</p>\n<p>The main laggard in the group is CYBR, which is basically flat on the year:</p>\n<p><img src=\"https://static.tigerbbs.com/25aa45389fe8b89d41006f304e02894e\" tg-width=\"1201\" tg-height=\"405\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wedbush's Dan Ives: Don't throw in the towel on tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWedbush's Dan Ives: Don't throw in the towel on tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 13:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\n\"...</p>\n\n<a href=\"https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CYBR":"Cyber-Ark Software","PANW":"Palo Alto Networks","NVDA":"英伟达","ZS":"Zscaler Inc."},"source_url":"https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161245886","content_text":"Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\n\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.\nCalling the current era \"a fourth industrial revolution,\" Ives backed such stocks as CyberArk Software , Palo Alto Networks , Zscaler , NVIDIA  and Apple .\n\"This is an opportunity, not the start of a downtrend for tech,\" he said.\nIves argued that a large number of tech names will see significant growth in coming years thanks to heavy spending on technologies like cybersecurity, 5G and further moves into the cloud.\nHe estimated that this \"digital transformation\" would fuel another $2T in spending over the next six to seven years.\nThat said, Ives warned investors that they had to be selective with their portfolios, as some stocks will lose momentum once the massive pandemic-related stimulus comes to an end.\n\"You have to separate the winners from the losers and the long-term winners versus the ones that benefited from the pandemic,\" he said.\nRather, Ives suggested investors \"double down on their winners.\"\nLooking at some of the stocks mentioned by Ives, NVDA has done by far the best in 2021, more than doubling over the course of the year. ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.\nThe main laggard in the group is CYBR, which is basically flat on the year:","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7049254,"gmtCreate":1639963121420,"gmtModify":1639963121527,"authorId":4101338855313530,"author":{"id":4101338855313530,"authorId":4101338855313530,"name":"ed62","avatar":"https://static.tigerbbs.com/be391de26aee43d2bb352370331f1e02","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":693063580,"type":1,"supId":0,"prevId":0,"content":"yes <u>ok</u>","text":"yes <u>ok</u>","html":"yes <u>ok</u>"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":491,"commentSize":0,"repostSize":0,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1161245886"}