Christopher Davis talks about the uneasiness surrounding the U.S. and Iran and how it detracts from what was a strong earnings and economic outlook prior to the conflict. He then looks into Alphabet (GOOGL) and Microsoft's (MSFT) "hidden assets,' which include portions of SpaceX and Anthropic. Christopher has other picks he sees staying resilient in an unsteady market, from McDonald's (MCD) to Merck (MRK).