Wedbush analyst Dan Ives added CrowdStrike, Roblox, GE Vernova, and Nebius to his "AI 30" list, citing a $2T AI spending boom ahead. While Ives is bullish, Stocktwits data showed retail sentiment bearish on CRWD, RBLX, and GEV, but bullish on NBIS. Year-to-date, RBLX gained 103%, GEV 90%, CRWD 25%, and NBIS surged nearly 160%.