Mish Schneider likes the infrastructure part of tech, including Amazon (AMZN), as well as energy. She also has some more unusual picks: Stitch Fix (SFIX), for example. Mish also looks at rare earths, highlighting MP Materials (MP), and argues it’s a “great place to be” for the long term. Turning to regional banks, she looks at Zions Bancorp (ZION) and why traders need to “keep an eye on” the area.

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