"Fearmongering" in the tech trade has gone to the wayside, says Futurum CEO Daniel Newman. He believes investors are once again focusing on strong fundamentals in AI-centric companies like Microsoft (MSFT), which he considers vastly undervalued following the SaaS-pocalypse. Daniel also has his eyes on the quantum computing space with IonQ (IONQ) and IBM Corp. (IBM). Other picks include Intel (INTC) due to its ties to the Federal government, and Nebius (NBIS) as a key AI infrastructure play.