Three factors with a heavy influence on financial markets right now are inflation, supply chain disruptions and earnings. But the major U.S. indices are close to record highs and the Volatility Index (VIX) is near lows. In this environment Michael Loukas has a few key stocks on his watch list. One is CrowdStrike (CRWD), which saw a rough Monday session following a report out of Morgan Stanley claiming difficulties ahead for cloud companies regarding pricing. Loukas says to buy the dip. Other stocks on his radar are: UiPath (PATH) and Union Pacific (UNP).