We think the market has been really gaga over these big tech names, and we do think that investors should be looking in other areas, notes Brian Krawez, CFA. He discusses opportunities outside of big tech, as well as the outlook for this year’s tech rally, highlighting NVIDIA (NVDA) and Comcast (CMCSA). He talks about growth opportunities for CMCSA as the stock is up 31% year-to-date.