The analysis focuses on identifying tech-related stocks with growth potential. Jonathan Rose mentions several stocks that are expected to benefit from government initiatives and technological advancements. Kratos Defense and Security Solutions, a defense and security solutions provider, is expected to grow. Karman which is in the same industry as Kratos is another one where he expects the stock to continue to grow. Uranium Royalty is a uranium royalty name where it is expected to continue its upward trend. Another one is Tempes AI which is in the bio-tech space where analysts are expecting a 75% upside.