Adam Lampe believes there's still plenty of upside potential in markets even as the macro front faces a new test in renewed tensions between the U.S. and Iran. In the tech space, he says Alphabet (GOOGL) remains a key AI play "even as the market writes its own obituary" for some aspects of the company. Adam names Broadcom (AVGO) as another key stock to watch. He then turns to the broader energy trade and the need for more power as the AI buildout accelerates.