My sense is that it is too broad. Airlines? That remains a risky proposition. There are sectors that will come out of this very, very badly.
What I would suggest to you is that a trend we expected to pick up a lot of steam by 2025 just became a "now" event. What will become evident soon is a massive permanent shift in how we work and engage. That will require infrastructure investments, mostly in IT, but also in office furniture for home (Google just gave all employees $1000 to spend on WFH stuff), monitors, chairs, video conferencing gear etc. There are new IT security systems that need to allow remote access to what were locally secure applications. Apps need more bandwidth to scale and much more. Massive private and public investment.
Gartner said that by 2015 80% of entities would not have a data center, they just updated that. It's happening much faster now. The digital classroom stuff requires even more investment, and the rollout of 5G is being sped up. Some of that will be federal funded, because 5G is the easiest way to provide secure wireless access (compared to wifi). It's also the best way to affordably provide internet to those who don't have it.
If you were an investor in the 1990s you watched a transformation. Cisco barely existed at the start of the decade (market cap $224M) in March 2000 it was $555B. The technology experts I hear from/work with think that this change (EDGE/5G/IOT/Data), which was expected to run more like 2024-2034, will be bigger. The timeframe got moved up.
