Chris Campbell is on the road, so I’m steering the wheel today.

Yesterday, as you may know, we hosted Tech Turning Point 2026 in San Jose, California. 

James Altucher led the event alongside Doug Hill, Ray Blanco, Chris Cimorelli, Chris Campbell, and myself. 

We broke down the forces reshaping the market in real time. 

We went beyond headlines.

We covered the AI infrastructure boom unfolding at GTC, the next wave of space innovation, and the overlooked tickers quietly positioning themselves for massive upside.

If you missed it, here’s exactly what we covered.

James Altucher – A 30,000-Foot View of AI

James Altucher zoomed out and put everything into perspective.

He framed today’s moment as the third great technology wave. Computers in the 1970s, the internet in the 1990s, and now AI. 

Each of those eras created entirely new trillion-dollar companies. 

His point was simple: this wave will be no different.

And despite what many investors think, it’s not too late.

James compared today to the mid-90s, when people believed the internet opportunity had already passed. 

Decades later, we’re still seeing massive companies emerge from that same trend. In his view, AI is following a similar path.

He also highlighted a key constraint: compute.

Moore’s Law is starting to slow, yet AI demand continues to explode. 

Chips need to become dramatically faster to keep up. 

That’s why Nvidia’s next-generation architectures like Vera Rubin are so important. 

But the real opportunity, according to James, lies in AI agents.

Not just systems that answer questions, but systems that actually perform tasks. 

That shift could unlock a new wave of productivity and even enable one-person companies to operate at scale.

His closing message wasn’t about technology. It was about mindset.

Focus on what you care about. Build real expertise. Use AI as a tool to amplify your abilities.

And most importantly, don’t let fear cause you to miss one of the biggest opportunities of your lifetime.

Chris Cimorelli – Tickers, Tickers, and More Tickers

Chris Cimorelli is a professional speculator with a track record of finding high-return investments. 

At the event, he highlighted a few names that most investors are either overlooking or actively avoiding.

He likes Dell, pointing out that the stock is still dirt cheap despite massive demand tied to data center buildouts. 

As AI infrastructure spending accelerates, Dell is quietly becoming a key beneficiary.

He also called out CoreWeave and Oracle, two of the most hated names in the AI trade right now. 

But in Chris’s view, that’s exactly where opportunity tends to exist.

Oracle in particular stands out. It is the backbone of private enterprise data for companies and governments around the world. 

And in an AI-driven economy, data is arguably the most valuable commodity on the planet.

Of course, no discussion with Chris would be complete without a small-cap idea.

One name he likes is Richtech Robotics (RR), a company building robots for multiple industries. 

It’s still under the radar, but Chris believes it could be on the verge of significant growth.

Ray Blanco – Space Isn’t That Far Away

Ray Blanco connected one of the biggest questions coming out of Nvidia’s GTC conference to a much bigger opportunity: where all this AI compute is actually going.

His answer was simple but powerful. 

We’re running into real-world limits on Earth. 

Power, cooling, and permitting are becoming major constraints as AI demand explodes. 

You can’t just keep building data centers forever.

So where does it go next?

Space.

Ray pointed to the rapid rise of Starlink as proof of how quickly “impossible” ideas can become reality. 

Just a few years ago, thousands of satellites providing global internet sounded far-fetched. 

Today, it’s the backbone of space-based communications.

Now the same shift is starting with compute.

There are already AI chips being tested in orbit. Companies like Planet Labs are preparing to launch satellites running advanced processors. And the advantages are real: near-unlimited solar power, natural cooling, and no physical constraints from land or infrastructure.

In Ray’s view, this isn’t some distant 2050 concept. It’s happening now.

And just like past tech waves, the biggest gains won’t come from the obvious leader. 

They’ll come from the companies building the infrastructure around it.

That’s why he’s focused on names like AST SpaceMobile, Planet Labs, and Redwire. 

Not as science experiments, but as early pieces of what could become the next major layer of the AI economy.

Chris Campbell – Bottlenecks = Opportunity

Chris Campbell focused on what he believes is one of the most overlooked bottlenecks in AI: memory.

As GPUs get more powerful, the real constraint is how fast data can move between compute and memory. 

That’s where companies like Astera Labs (ALAB) come in. 

They build the critical connections that allow GPUs to communicate efficiently.

Chris also made a broader point about where we are in the AI cycle.

He sees 2025 as the year AI agents were deployed, and 2026 as the year they scale.

Right now, enterprises are racing to own what he calls the “agent layer” – the software layer where AI actually performs tasks and creates value.

And despite the constant headlines about AI replacing jobs, Chris believes that narrative is overblown. 

In his view, the knowledge economy is about to expand, not shrink, driven by more specialization, personalization, and mastery.

One of his top ways to play this trend is through Bittensor – a decentralized network that allows investors to gain exposure to an ecosystem of AI agents rather than betting on a single company.

Me – Don’t Sleep on the “Mag 7”

At the event, I made the case that Nvidia is one of the most dominant companies in the world, yet it trades at just ~17x forward earnings. 

That disconnect is hard to ignore. And it’s not alone. 

Other Mag 7 names like Alphabet, Microsoft, Meta, and Amazon also look inexpensive relative to their moats, growth, and balance sheets. 

Meanwhile, defensive names like Walmart, Costco, Coca-Cola, and Procter & Gamble are trading at richer multiples. 

In my view, the market has this backwards. 

The “safe” stocks aren’t so safe. 

Own the Mag 7 instead.