Some of the companies that sent the stock market to record highs need a second glance, says Kevin Mahn. He only has Nvidia (NVDA) and Alphabet (GOOGL) in what he's calling the "AIR 7," or "AI revolution-related" stocks. Some other names Kevin has in the group: TSMC (TSM), Micron (MU), and Vertiv (VRT). He also previews Nvidia's (NVDA) earnings as the Mag 7 giant readies to report Wednesday.