Oden explicitly states, "I'm focused on Tech." She cites a dramatic repricing, with the tech sector P/E multiple falling from ~36.7% at the start of the year to 21.7%. The selloff has created a "great opportunity" as the long-term earnings story for tech remains strong, driven by AI. She notes a broadening beyond the "Mag 7," with the "Forgotten 493" showing stronger earnings performance. The valuation compression combined with sustained AI-driven earnings growth makes tech a buy. "This is a great opportunity." A sustained conflict leading to a recession, which would force a reassessment of all earnings predictions.