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No. of Recommendations: 5
Some combination of Saul stocks and Beth.technology I think. (Which is also my target for the next 5-10 years). Experts don’t see the 10y yield staying above 1 too long into the spring as this stimulus package seeps out so I think we see a return to growth even if it is cycling.

Cloud computing
EVs
Semis
Ad migration to streaming platforms
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