The third and fourth derivatives of the AI trade are starting to see returns on investment, says Dan Ives, who believes markets are in the midst of the "golden age" of AI. He adds that every dollar spent on the evolving tech will see five to six times the returns. Dan names Nvidia (NVDA), Microsoft (MSFT), Palantir (PLTR), Apple (AAPL), and CrowdStrike (CRWD) as his top five tech plays for the next year. For Apple in particular, Dan sees the Mag 7 giant getting help from one of its mega cap peers: Alphabet (GOOGL). Palantir is a stock he expects to double over the next two or three years. As for SpaceX (SPCX), he calls the company the "next hyperscaler" as it expands AI compute capabilities.