The Big 3: MU, CAT, AMZN

While Joe Tigay remains cautious on the current trading environment amid volatility across the tech sector, he sees plenty of trading opportunities in stocks tied to the AI trade. He expects Micron (MU) to recapture some of its losses, sees Caterpillar (CAT) as a key beneficiary from the AI buildout, and names Amazon (AMZN) as a company to capitalize on rising compute costs.