The speaker presents four long-term stock picks, CoreWeave (CRWV), Vertiv Holdings (VRT), IREN Ltd (IREN), and Bloom Energy (BE), for potential significant upside by 2026 and especially by 2030. The analysis emphasizes fundamental long-term trends and industry growth, particularly in areas like AI, data centers, and renewable energy infrastructure. The speaker stresses the importance of a long-term investment mindset, advising against a "get rich quick" approach and focusing on companies positioned for future success. While specific price targets are often implied rather than explicitly stated, the overall outlook for all four assets is bullish over the coming years.