Excitement around technology is "going to go on until 2030" and possibly beyond, says Nigam Arora. He believes Nvidia (NVDA) remains well-positioned but warns investors not to expect the returns seen in 2024. As for the profitability of quantum tech, Nigam points to IBM Corp. (IBM) as one showing it's possible, though it will take time for margins to improve. He also expects nuclear to play a major role in powering A.I. but warns of a "50% or greater" pullback within the next two years.