
Posted March 12, 2025
By Davis Wilson
Inside Tech Turning Point 2025: The Biggest Takeaways from Yesterday’s Event
Yesterday, I was on-site in Austin, TX for Tech Turning Point 2025 – an event designed to tackle the biggest questions in tech and investing today.
With markets at a crossroads and uncertainty rising, we brought together industry experts, investors, and analysts to break down where the biggest opportunities lie.
From the future of AI and crypto to the impact of quantum computing and biotech, every discussion was packed with insights that could shape the next decade.
Today, I want to walk you through exactly what was discussed, who said what, and what it all means for your portfolio.
James Altucher – Chaos Creates Opportunity
James opened the event by addressing the elephant in the room: the market’s wild swings.
Just a few days ago, stocks were at all-time highs. Now investors are panicking over tariffs and fears of WWIII.
According to James, this is the second-greatest period of economic uncertainty since 1985, with the most uncertain time being the COVID-19 crash in 2020.
But historically, stocks rise 20% one year after the start of a recession, making this a fantastic buying opportunity.
On tech trends, James is skeptical of quantum computing stocks but sees potential in companies solving quantum security issues. (More on this soon)
Overall, one of James’ top picks is Bit Digital (BTBT), a stock he believes is simply down because Bitcoin is down and will rebound as crypto recovers.
Ray Blanco – AI and the Future of Anti-Aging
Ray took a different approach – focusing on what money can’t buy: life.
Biotech companies are now working at the fundamental level of aging, targeting inflammation, muscular atrophy, and more.
GLP-1 drugs are showing promise in anti-aging, and while everyone knows about Eli Lilly (LLY) and Novo Nordisk (NOVO), Ray’s under-the-radar pick is Viking Therapeutics (VKTX).
Ray is also bullish on AST SpaceMobile (ASTS), which is developing space-based broadband, and Recursion Pharmaceuticals (RXRX), which built an AI supercomputer called BioHive that big pharma companies rely on to develop new drugs.
Chris Campbell – The Crypto Boom Is Just Beginning
Chris is more bullish on crypto than ever, especially after the first U.S. Crypto Summit last week.
He believes positive regulation is on the horizon, setting up the sector for a major rally.
He also outlined the five biggest challenges AI must overcome: Storage, Talent, Amps/Energy, Compute, and Cybersecurity (STACC).
- Storage: AI hoards data like a dragon sitting on a pile of hard drives.
- Talent: AI engineers are like crypto whales – everyone knows they’re out there, but nobody can get them on the phone.
- Amps: AI models suck down electricity like a frat house on a beer run.
- Compute: GPUs are so scarce, the black market for them is starting to look more organized than most governments.
- Cybersecurity: A handful of companies control the whole thing, and they all got hacked yesterday.
His top crypto pick? PinLink (PIN).
Chris Cimorelli – The Smartest Investors Are Buying Now
Chris isn’t waiting for the market to stabilize. He’s buying stocks today.
While he doesn’t believe the volatility will end tomorrow, he sees incredible opportunities.
One of his favorite picks is Dell (DELL) – one of the biggest AI beneficiaries, yet still undervalued.
He believes Dell’s stock could double within a year and potentially triple within two years.
Another top pick is Nio (NIO), a Chinese EV company positioned to benefit from the global shift to electric vehicles.
Ari Goldschmidt – The Future Is Happening Faster Than You Think
Ari emphasized that AI is accelerating innovation, giving companies tools to grow faster than ever.
His favorite stock picks include UiPath (PATH), which is benefiting from government tech upgrades, and Intel (INTC) – which he calls a once-in-a-generation buying opportunity as the only real competitor to Taiwan Semiconductor (TSM).
One More Thing… USE AI!
James Altucher’s biggest piece of advice from the event? Use AI!
James personally uses Grok and ChatGPT to make his life easier – whether it’s helping his daughter find an apartment in Manhattan or streamlining work.
Even companies like Salesforce are replacing high-cost engineers with AI tools.
“If you’re looking to invest in AI, start by using it,” James said.
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