We have seen a "perfect storm" over the last few weeks, says Christopher Zook of CAZ Investments. Earnings continue to drive broader market sentiment, he adds. He is seeing a "retail reversal" coupled with a less prevalent "but the dip" mentality. Christopher is watching major tech names closest. He likes the cloud stocks including Docusign (DOCU), Dropbox (DBX), and Smartsheet (SMAR) to name a few. He also likes fintech and names PayPal (PYPL) as a pick. Tune in for Christopher's complete list of stock picks.