Tuesday’s Tech Turning Point livestream ran for nearly three hours.

We delivered a flood of tickers.

But not all of them matter equally.

Some were quick mentions. Others were real convictions.

Today, I’m separating the “quick mentions” from the stocks actually worth buying.

After the event, I asked all of our editors one simple question: “What’s your highest conviction stock right now?”

Here’s what they said…

Ray Blanco – AST SpaceMobile (ASTS)

Ray’s highest conviction bet is something most investors still underestimate: space-based cellular networks.

AST SpaceMobile isn’t trying to compete with terrestrial telecom providers.

It’s trying to eliminate the need for them in large parts of the world.

The company is building a satellite network designed to connect directly to standard smartphones.

No special hardware. No dish. Just your phone connecting to space.

If that works at scale, the implications are massive.

We’re talking about:

• Billions of people still without reliable coverage

• Dead zones across developed markets

• Emergency connectivity when ground infrastructure fails

This is still early. Execution risk is real.

But if they succeed, this becomes a foundational layer of global connectivity.

That’s the kind of bet Ray is making.

Chris Cimorelli: PayPal (PYPL)

This idea didn’t make it into Tuesday’s livestream.

Not because of a lack of conviction, but because Chris ran out of time.

Three weeks ago, Bloomberg reported that PayPal was attracting takeover interest from multiple potential buyers.

Soon after, reports indicated that Stripe was exploring a bid.

The stock jumped on the news.

Then it quietly drifted back down.

That’s the setup Chris is focused on.

In his view, the core story hasn’t changed. It’s just been overshadowed by a broader software selloff and geopolitical fears.

So despite:

• Credible takeover interest…

• A globally embedded payments platform…

• Strong cash flow…

PayPal is trading at just 8x earnings.

Chris sees that as a disconnect.

He believes the market is temporarily ignoring a very real catalyst.

If a takeover materializes – as he expects – the stock could move 20–30% quickly.

And if no deal happens, you’re still left owning a profitable, widely used platform at a deeply discounted valuation.

That’s the asymmetry.

My Picks: Nvidia (NVDA), Uber (UBER), Solstice (SOLS)

My highest-conviction names all tie back to one theme: infrastructure for the next decade.

Start with Nvidia.

Despite everything we’ve seen, the stock still trades at just 16x forward earnings.

This is one of the cheapest valuations in the market for a company growing earnings around 50%, with a moat that’s nearly impossible to replicate, and a balance sheet stronger than most countries.

And the key point is simple: the AI buildout isn’t slowing down.

Hyperscalers are still spending aggressively. Governments are investing in sovereign AI. Enterprises are just getting started.

Nvidia sits at the center of it all. Own the stock.

Then there’s Uber.

Most investors still think of it as a ride-hailing company.

That’s outdated.

Uber is positioning itself to be a major winner in autonomous vehicles.

Instead of building the cars, it’s locking in partnerships – including recent announcements with Nvidia, Lucid, and Rivian – to help power and deploy autonomous fleets on its platform.

That’s the strategy.

If autonomy makes transportation cheaper and more widespread, the platform that owns the demand layer becomes more valuable, not less.

Own Uber.

And finally, Solstice Advanced Materials (SOLS).

This is the least known name here, but arguably one of the most interesting.

Solstice owns the Solstice Metropolis Works facility – the only uranium hexafluoride (UF6) conversion facility in the United States – with roughly 25% market share.

UF6 is the form uranium takes before it’s sent to enrichment facilities, where it’s processed into usable nuclear fuel.

This is a critical bottleneck. You can’t bypass it.

And right now, capacity is extremely limited.

So the thesis is straightforward: If nuclear grows, Solstice grows with it.

I like Solstice over the long-term.