Bill Davis explains how the U.S./Iran conflict has caused a market rotation back into big tech, but he thinks it’s temporary and the market will continue to broaden this year. He believes the Iran conflict will go on until the U.S. decides the costs outweigh the benefits, and oil could spike up again on headlines. His stock picks right now include Dow (DOW), Archer-Daniels-Midland (ADM), Cencora (COR), and Trane (TT). He walks through the names and why he’s interested in them.