As investors approach the end of the week, Matt Tuttle says markets are following the path of least resistance. Despite being overbought, the market has shown resilience in bouncing back from early April volatility as trade news has turned from a negative to a positive. Tuttle also thinks that Applied Materials (AMAT) falling in the short-term makes sense, but still thinks the long-term case is strong and discusses technical levels for CAVA and Take-Two (TTWO) after earnings.