joining me now president of firsthand fund, ken lanza. -- kevin lanza.t for joining us. >> good to be here. jack: this year about to end, currently fantastic for the technology sector, but whenever it happens, i mean, your tech opportunities fund nearly doubled. whenever i see that, of course, i grew up in 1999, 2000, i think, uh-oh, the crash is coming. but you remain bullish. >> that's right. that's right. we think that as crazy a year as it's been with so many, so many challenges, it's really caused people to reset their expectations and rethink a lot of things. and that's actually good for the psychology of accepting new solutions and more innovation. so in a weird way, that helps technology. jack: that's interesting. so stay at home stocks were obviously the play, many of the best performing stocks at least benefited from the fact that we were all zooming or at home exercising, whatever -- >> right. jack: what do you see as the big trend for the coming year in. >> well, i think that what's really helped us was to take a look at what was not just a s