Honestly, I couldn't tell you. I see you've listed a few tech companies. I'll throw one more at you. TSMC. The silicon wafer supplier to $AMD, $AAPL, NVIDIA (I think or soon to be), and probably even $INTC (to some extent in the future).
Obviously, It would've been better to jump on this guy during the COVID19 drop. But unless there's a fabrication challenger (ahem, $INTC, Samsung) or a new fabrication process, the demand for their silicon will be through the roof next year (they've already revised their outlook 3 times).
$AAPL is paying a premium to get TSMC's bleeding edge 5N silicon for their A14 bionic chip. $AMD has swallowed up all of the 7N demand for their Zen2 & Zen3 chips (unveiled today) and next gen GPUs (later this month), rumors are that NVIDIA is unhappy with their current chip yield and will switch to TSMC wafers for the next GPU refresh. Although, I'm still unsure of how NVIDIA's ARM acquisition fits into all of this (or does it?).
Also, If tech is your thing, you may want to look at etfs and mfs that are tech centric.