Jason Brown takes us through his Big 3 trades. He says TSMC (TSM) has become the backbone of the global AI supply chain, before turning his attention to another overseas name in Baidu (BIDU). Jason notes the company is reshaping its search engine model thanks to AI. Lastly, Jason highlights Honeywell (HON) as a having a low risk, high reward setup. Rick Ducat takes us through the key technicals in the stock charts.