"People have correctly stayed the course" by looking at earnings, says Michael Landsberg, noting the strength U.S. muscled for the rest of the markets. He talks about how there's much more than Nvidia (NVDA) for investors to scoop up in the AI trade. Michael adds that he sees the current landscape as a stock pickers market with some diversity. Some of the names on his watch list: Cisco (CSCO), Visa (V), CrowdStrike (CRWD), and Rolls Royce (RYCEF).