My original thesis was that the coronavirus may continue to grow and impact meatspace businesses for years (like until 2023), and hence tech stocks like Google,

My original thesis was that the coronavirus may continue to grow and impact meatspace businesses for years (like until 2023), and hence tech stocks like Google, Facebook, and Shopify has huge upside. I also reinforced this viewpoint with “momentum”: academic studies over centuries show today’s winners are more likely to be tomorrow’s winners.