"Technology sector outperformance set up is challenging given higher nominal bond yields tend to compress valuation multiples. Lower relative valuations create an opportunity to add exposure in the most fundamentally attractive companies or stocks," says Andrew Graham. Graham provides his tech stock picks: Snowflake (SNOW), Bill.com (BILL), and Cloudflare (NET). Ed Butowsky weighs in on his communications or social media stock picks: Alphabet (GOOGL) and Meta Platforms (META), previously Facebook (FB). Also, Butowsky says that the best semiconductor stocks are AMD Inc. (AMD), Broadcom (AVGO), Applied Materials (AMAT), and Taiwan Semiconductor (TSM).