I do not disagree, but I do think there is still room for growth with established tech such as semiconductors and maybe cloud. There's so many thing still "old school" in this world and I see tech advancing more and more into those sectors. But I'm guessing it will be a very saw-tooth pattern for the next few years.

What I am avoiding like the plague are companies that have no profits, no dividends and no real innovation. Any company that is still aiming for growth before profits is just scary.