This analysis identifies investment opportunities arising from converging technologies like AI, Clean Energy, and Bioengineering. These sectors are poised for significant growth due to regulatory support and increasing market demand. It emphasizes the importance of understanding when Wall Street sells, not just when to buy, and highlights undervalued infrastructure and component companies. He recommends First Solar, and notes that despite having a very positive run of 74%, it is still a solid investment. Plug is presented as being a good short term play if you know when to sell and for this reason the audience are told to wait until Tuesdays for a trading lesson. As a result Tesla and Palantir fit into that.