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Technology sector specialist Dan Ives has named Nvidia (NVDA), Microsoft (MSFT), Palantir Technologies (PLTR), Apple (AAPL), and CrowdStrike (CRWD) as his top five technology picks into 2027. Ives is a partner and senior managing director at newly formed "modern merchant bank," Yorkville Ives. He has also been a longtime bull on major technology stocks.

Ives expects a $4 trillion spending wave over the next few years as companies increase spending on AI and digital systems. His team recently started coverage of 49 technology stocks. The firm expects demand for computing power to remain high through at least 2027.

Notably, the five stocks have posted strong gains so far this year, led by CrowdStrike at 137.96%, followed by Nvidia at 28.28%, Apple at 22.72%, Microsoft at 9.45%, and Palantir at 8.06%.

Why Is Dan Ives Bullish on These 5 Tech Stocks?

Ives believes investors are underestimating the size of the current spending cycle. He said the buildout is still in its early stages.

"Supply, not demand, defines this phase of the AI Revolution cycle," Ives and his team said. They expect the AI infrastructure layer to remain supply constrained through at least 2027.

This could benefit companies with scarce compute, memory, and power. Ives also sees spending spreading across the wider economy. Enterprise software has recovered, while cybersecurity should take a larger share of IT budgets.

The five stocks reflect Ives' bullish view across several parts of the technology sector.

Nvidia stands to benefit from demand for AI chips and computing power. Microsoft has broad exposure through cloud and enterprise software. Palantir is positioned to benefit from demand for AI software and data tools.

Apple gives Ives exposure to AI through one of the world's largest consumer technology firms. CrowdStrike offers exposure to rising cybersecurity needs as AI adoption grows.

Yorkville Ives' broader coverage also includes several large technology names. Its price targets include $615 for Microsoft, $300 for Nvidia, $335 for CrowdStrike, $400 for Apple, and $250 for Palantir.

Which of Ives' Top 5 Tech Picks Has the Most Upside?

According to TipRanks' comparison data, Nvidia has the most upside at 36.41%, with a Strong Buy rating. Microsoft follows with 11.39% upside, while Palantir and Apple have 7.09% and 0.67%, respectively. CrowdStrike has 5.82% downside.