Jed Ellerbroek talks about his top stock picks as tariff uncertainty continues to circulate in the markets. He labels Amazon (AMZN) as a dominant company not just in retail and ecommerce, but also in A.I. and cloud through AWS. Jed argues that everyone needs insurance, labeling Progressive (PGR) as an outperformer compared to its industry peers. He notes software companies like Salesforce (CRM) are still in their early stages for A.I. integration and have room to haul in more profits.