"There's a lot of emotion with the midterms" that Andrew Arons attributes to the stark selloff hitting the stock market Thursday. However, as he says, "earnings are earnings," believing bulls will prosper in the face of the bearish trading day. Andrew outlines his top stock picks, including Reddit (RDDT), which he says was sold off far too intensely even as daily active user growth decelerates. He still favors Micron (MU) even as the stock hits six-month lows in the middle of the Nasdaq-100 (NDX) selling action. Andrew names Caterpillar (CAT) as a strong stock tied to the AI buildout.