How to pick the right spots & identify those enduring sector winners?
Zscaler
Docusign
Tesla
Apple
Uber & Lyft
Meta Platform / Facebook
Cyber-security stocks eg Palo Alto, Sailpoint, CyberArk & Zscaler
Impact of China’s tech crackdown on US giants?
Paypal & Square
Coinbase
Which areas to under-weight?
Microsoft
