The Nasdaq had its biggest point drop ever on Friday. That set off a broad sell-off across tech and AI stocks. For investors, market drops like this often create a chance to look at good companies that might now be cheaper. His watchlist focused on Dell, SanDisk, Micron, IBM, and Intel, though he expressed the most confidence in Dell, Micron, SanDisk, and IBM due to their earnings strength and exposure to artificial intelligence infrastructure.