Ted Thatcher says there's an opportunity for Alphabet (GOOGL) and Tesla (TSLA) to reignite bullish momentum for the Mag 7 with their earnings Wednesday. He talks about the key metrics for investors to keep in mind when both companies report. Microsoft (MSFT) is another name in the cohort Ted believes is currently undervalued despite what he calls a "misstep" in AI optimization. However, as Ted explains, "so long as this war stays kinetic" between the U.S. and Iran, equities will see lasting pressure.