"We still love Nvidia (NVDA)," says Jim Worden, who has expectations the stock will break out after the Mag 7 company reports earnings. He outlines his bullish case for the AI chipmaker ahead of Wednesday's report. Jim also owns Intel (INTC), Palantir (PLTR), Micron (MU) and other notable names in the S&P 500 (SPX) that he believes builds on portfolio defense. The energy sector is another he expects to have significant upside in the years ahead.