08:44 AM EST, 11/21/2025 (MT Newswires) -- Nvidia's ( NVDA ) post-earnings sell-off is similar to the "DeepSeek Moment" in January, with the tech bears raising concerns in the last 24 hours on social media over the sustainability of the artificial intelligence revolution, Wedbush Securities said in a note Friday.

Analysts said this is a gut check phase, "but just the beginning," of the AI revolution, and investors should buy tech stocks and AI winners, including Nvidia ( NVDA ), Microsoft ( MSFT ) , Oracle (ORCL), Alphabet's (GOOG) Google ( GOOG ), Palantir Technologies ( PLTR ) , Tesla (TSLA), Apple ( AAPL ) , CrowdStrike ( CRWD ) , Palo Alto Networks ( PANW ) , and Amazon.com ( AMZN ) .

The brokerage said this is just Year 3 of a potential 10-year AI Revolution buildout, with $3 trillion to $4 trillion expected to be invested in AI over the next few years. This year, Big Tech is expected to spend nearly $400 billion, up from prior estimates of $280 billion, marking the first phase of an AI-driven capex supercycle, according to the note.

Wedbush maintained an outperform rating on Nvidia ( NVDA ), Apple ( AAPL ), Amazon ( AMZN ), CrowdStrike ( CRWD ), Microsoft ( MSFT ), Netflix, Palo Alto Networks ( PANW ), Palantir ( PLTR ), and Tesla.