Last year, I called Zoom Video a “pegasus” because the company stood out from the dime-a-dozen unicorns that have come out of Silicon Valley. Zoom has illustrated rare financial strength from its IPO through today due to exceptional product-market fit.

The power of these misunderstood microtrends are the reason why many investors missed out on Netflix and can’t understand how a company with such “terrible fundamentals” isn’t collapsing. The market simply doesn’t understand tech and that’s to our advantage.

Poshmark sits at the intersection of three key trends: non-new, sustainability, and social e-commerce. A consumer-to-consumer online marketplace for pre-owned items, Poshmark is a fashion-oriented platform that offers apparel, accessories, beauty and wellness, footwear, home goods, toys and games, and a new pets category.

Coming out of the 2008 Financial Crisis, we saw a shift from value to growth for the first time since the 90s.

After reaching a new all-time high of more than $61,200 per coin last weekend, Bitcoin is currently trading around $59,000.

Voyager Digital is a smaller cap that gives investors exposure to the Bitcoin and crypto trading trend at a reasonable valuation.

Last week, I wrote about the Nvidia-Arm acquisition, the politics involved as well as its chances of success. Nvidia announced last September that it reached a deal with Softbank to acquire U.K. based semiconductor and software design company Arm Ltd. for $40 billion, making it one of the biggest acquisitions in tech.

With the Nasdaq still in correction territory, renewable energy star, Plug Power (PLUG), is more than 35% off the all-time high. This is after a large bounce off the recent $34 low.