Stocks to watch on Monday: Advanced Micro Devices (AMD) - another big hit here. Stay long and look to add on further weakness. AMD is a data center story, not anything related to the iPhone. Fitbit (FIT) - use any weakness to build the position here. Fitbit is making the move towards health from fitness tracking. The secular story will survive any cyclical market weakness. Apple (AAPL) - too much focus on iPhone shipments is an annual game. Focus on services and margins and forget iPhone units along with supplier data points while not knowing if Apple has shifted their purchases decisions. Disclosure: Long AAPL, FIT