"The market is holding its breath for Micron (MU)," says Jeffrey Small, noting it and several macro indicators keeping investors on edge. One of those macro headwinds includes higher interest rates and tentative impacts to earnings growth. Jeffrey talks about stocks he sees weathering the volatility, pointing to Nvidia (NVDA) as a long-standing opportunity, along with power companies like GE Vernova (GEV) and Constellation Energy (CEG).