Tensions between President Trump and China's President Xi over rare earth metals have caused a sharp sell-off in tech stocks, but Wedbush Securities analyst Dan Ives believes this is a buying opportunity. Ives compared the situation to a high-stakes poker game, suggesting that the drama will likely settle down without serious long-term consequences. He views these flare-ups as chances to invest in long-term winners, particularly in areas like semiconductors, software, and artificial intelligence. Ives remains optimistic about tech giants Nvidia, Microsoft, Palantir, Meta, Alphabet, and Amazon, which are driving the AI revolution. He advises investors to double down on tech winners, citing Meta's average price target of $875.86 per share for 23% upside potential and Palantir's average price target of $157.33 per share for 11% upside potential.