The market focus is on Nvidia (NVDA) earnings this week, says Kenny Polcari, and he doesn’t think the company will disappoint. “You have to take advantage” of the tech selloff by picking through beaten-up names, he argues. He highlights Broadcom (AVGO) as a name sold of “arbitrarily” and thinks it can break out after NVDA’s report. Kenny’s other picks are 3M (MMM), Cummins (CMI), and Stanley Black & Decker (SWK).