Thomas Martin of Globalt Investments walks investors through the choppy stock market environment driven by tech weakness and elevated crude oil prices. He explains how investors are becoming more technical and sentiment-driven, highlighting ways you can brace for incoming volatile moves. A sustainable resolution to the U.S.-Iran war will be the biggest bullish signal for markets, says Thomas, though he warns concerns on ballooning AI spending won't resolve any time soon. He does believe we're still in the beginning stages of the AI buildout, naming Ciena (CIEN) and Quanta Services (PWR) as hidden AI beneficiaries.