Molly Pieroni discusses the "topsy-turvy" stock market environment and why the trading action makes it important to hold high quality companies. She names Alphabet (GOOGL) and Microsoft (MSFT) as Big Tech giants she believes hold plenty of value in the AI trade and beyond. While Alphabet's Google search business is under pressure, she sees the company's advertising ties and AI investments serving as a long-term bullish catalyst. When it comes to Microsoft, Molly considers the company "one of the safest ways to invest" during a time of tech volatility.