(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — In a technology innovation cycle like the PC revolution, dotcom, wireless, dotcom 2.0, cloud computing, AI, etc, investing broadly across the category makes sense because as spending rises, the tide lifts all (most) boats. It's hard to find a name associated with the theme that doesn't work, the winners are far more ubiquitous. You can buy "the chips" or "the servers" or "the routers" and you'll probably make money. In this way, tech reminds me of energy, mining, autos, airlines — areas of the market where the big picture is more meaningful than the differences between the companies (although, of course, these matter — JetBlue is not Delta, Intel is not Nvidia). With
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