Matt Tuttle joins the Watch List with his sights on the largest technology stocks trading in today's markets. On Apple (AAPL), Matt says "this was just an insane quarter...blowouts all over the place." But, he does wave a warning flag about memory costs being a potential drag on the iPhone maker. Then on Tesla (TSLA), Matt sees it not as an EV play but an AI play. Outside of the Mag 7, he lists Tempus AI (TEM), Nokia (NOK) and Cleveland-Cliffs (CLF) as secondary names to watch in the AI trade.

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