"There could be a more sustained technology rally. We have to focus on companies that have their business coming from enterprise. One of my stock picks is Amazon (AMZN), and another is Nvidia (NVDA)," says Marc Lopresti. "Multiple compression across the tech sector has been swift. Growth has come in and companies are looking to tighten their belts to speed up profitability plans. Cloud security is going to continue to be a focus for companies," adds Bryan Lee.
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