Dan Griffith’s stock picks include Electronic Arts (EA), RTX (RTX), and Digital Realty (DLR). He thinks EA will get a ‘World Cup Bump’ for its sports game franchise. On DLR, he notes the hit from the DeepSeek news but says the A.I. business is “here to stay” and DLR is “well-positioned.” RTX, formerly Raytheon, he sees geopolitical tensions as a tailwind and says a “unique benefit” is its work in cybersecurity.