Daniel Newman explains why the next phase of AI investing is shifting toward memory, connectivity, and enterprise applications, why Nvidia is still “cheap”—and how investors can use today’s pullbacks to find the next wave of opportunity.
00:00:00 Introduction
00:00:06 Early innings vs. market reset
00:01:16 Identifying overhyped peripheral trades
00:02:02 Crowded components to avoid
00:02:48 Next phase: Connectivity and networking
00:03:53 High-conviction enterprise SaaS picks
00:05:13 Profit-taking vs. IPO capital rotation
00:06:26 SpaceX price outlook and risks
00:06:54 Scrutiny on OpenAI and Anthropic
00:08:35 Stock picking vs. index funds
00:09:30 Tech winners most at risk
00:10:04 Nvidia’s long-term valuation runway
00:10:52 Strongest tech leaders for next year
00:11:34 Future value of application layers
00:13:03 Rapid Fire: This or That
Recorded: June 10, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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