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[QUOTE="HuskyHawk, post: 3882678, member: 1414"]
I'm not sure what is and isn't a "Pandemic Market".  Near normal is probably 2-3 months away in my view.  What does that change?  WFH?  Not much.  How about ordering from Dunkin on an app and picking it up?  You think that stops?  Nope.  The end of the Pandemic will drive large companies who have been sitting on cash to invest it.  Where do they invest it?  I have been long tech because I believe every company is a tech company now.  Grocery stores?  Win with tech.  Retail? Tech.  Transport?  Tech.  Finance?  Tech.  Some are lagging and others are early adopters.

Think of it this way.  Fifteen years ago did you consider retail a tech sector?  Media and entertainment?  How about 5-6 years ago, did you consider the taxi business a tech business?  What about the hotel/short terms stay business, was that a tech business before AirBnB?  Paypal was around, but it feels like Venmo has replaced cash.  My belief is that the shift from now to 2030 will be bigger than the shift from 2010-2020.

Who wins?  Who loses?  Not sure other than that anybody standing still is going to lose.
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