Alphabet (GOOGL) and AMD Inc. (AMD) sold off following disappointment and concern surrounding their A.I. outlooks. Marc X. LoPresti with Market Rebellion notes that investors are filtering out potential losers in the A.I. race. He's bullish on Nvidia (NVDA), Palantir (PLTR) and Oklo Inc. (OKLO), considering them evolving leaders in the industry.