Christopher Davis with Hudson Value Partners says traders should watch their "thematic risk" because AI is tied into so many industries. As traders question what would happen to Nvidia (NVDA) without Jensen Huang, Chris highlights his stock picks like Sony (SONY) and Green Brick (GRBK) because of their exposure to the AI space and real estate. With hot CPI numbers ahead of Tuesday's market, he still expects a hike of 25 basis points, which could also weigh on the tech sector.