The Mag 7 still has plenty of buying opportunity, says Kenny Polcari, even as global market grapple with uncertainty surrounding the Strait of Hormuz. He eyes Microsoft (MSFT) in particular as a company he sees as vastly undervalued after a 33% sell-off. Kenny later explains the red and green flags he sees in the financial sector as big banks kick off earnings season. Also on Kenny's radar: Iran, and the impacts the U.S. will see if the Strait of Hormuz remains closed.