Clayton Allison is holding major oil-integrated companies like Exxon Mobil (XOM), which can “weather these energy disruptions,” and A.I. plays like Broadcom (AVGO), citing their custom silicon creation. In energy, he picks Eaton (ETN) as a power infrastructure play. He likes companies with global diversification, and calls Broadcom the “nervous system” of A.I. He anticipates sustained volatility, thinking that the U.S./Iran conflict will drag on.