On the heels of Meta Platforms' (META) post-earnings dip, David Trainer says the company could struggle to maintain its footing in the AI race. He explains why META along with Oracle (ORCL) and Amazon (AMZN) are names to watch as investors look for more financial transparency on current AI infrastructure buildout. David compares these names to Apple (AAPL) and its more "patient" strategy in AI. Beyond the AI trade, David likes MPLX (MPLX), CVR Partners (UAN) and Autoliv (ALV).