Cloud Cybe Security - Is This the Year to Talk More About High Valuation Technology?

As we closed out the year, over 50 % of the nasda was trading below its 200 day moving average. I do have continued exposure in its more enlarged technology on the belief that these large ca technology companies are going to continue to be buying back shares  in a very aggressive manner. Beyond that, i think ultimately you will experience a recovery in semis that will benefit, again, the larger equity size class. But in cloud cybe security has been very critical a to me, thematical for the better part of 20 21.