[adventured]

Editas (EDIT), Crispr Therapeautics (CRSP), occasionally Intellia (NTLA). I liked Shopify (SHOP) when they were cheaper and owned them from their IPO, now it's very expensive.

Most of the public traditional tech companies are extremely boring and not doing anything interesting. Whether Netflix, Facebook or Salesforce.com, it's 15-20 year old technology, that has been pushed & evolved to hyper scale (which is impressive of course). The only thing interesting about most public tech companies of consequence now, is the scaling that they do. Apple & the iPhone? A 10 year old leap, pushed to hyper scale to go with regular improvement - about as exciting as the desktop computer circa 2003.

Want to get at blockchain? AI? Robotics? Quantum computing? There aren't very many good, pure-play public companies for that. (I'm not buying Google at $670 billion to get at their quantum tech, which won't dent that market cap in the next decade).

Amazon is one of the few tech companies making bold moves. I'm not paying 200x earnings for 20% sales growth, so that one day 15-20 years out they'll finally justify their present valuation. nVidia is another that is interesting and very expensive accordingly (at a 600%+ valuation increase in two years on the back of ~170% earnings growth, dangerous is an ideal word for their stock).

[payne92]

NVDA was a GREAT bet on AI/deep learning, but it's gotten very expensive now.

[scurvy]

It's still very early in the GPU ML and AR/VR story line. You say expensive now... You'll kick yourself for not going whole hog on these. Buy every dip of NVDA.

[scurvy]

EDIT has the best looking chart of the CRISPR stocks. Which one will be the best real world treatment? No clue.