hodedofome - Big tech companies are certainly focused on cloud (Amazon, Microsoft and Google), so it makes sense as a future direction. But most of your stock picks are companies that have only been public a couple years. That seems higher risk - how do you avoid picking a company that goes nowhere?
Only thing I can tell you is to work in the tech industry and be an expert at who the winners and losers are. I've worked in tech since 2005, so it's easy for me to see where the industry is headed and who's going to be leading it. Someone from the outside, yeah it would be tough.
Those who are leading: cloud first companies, products that are native to the cloud, companies in Silicon Valley (for the most part), companies with founding CEO's and engineer CEO's. Leading companies which are taking market share and creating the cloud and digital future (today) are AMZN, AAPL, NFLX, MSFT, GOOGL, TSLA, NVDA, SQ, SHOP, RNG, BILL, COUP, ZM, DOCU, AVLR, WORK, OKTA, HUBS, ZEN, TWLO, FSLY, NET, DDOG, TTD, CRWD, CRM, ADBE, MDB, NOW, TEAM, VEEV, ZS, WIX, SNOW. Most of these stocks are pretty pricey right now, so the best time to buy them is after they are down a good bit, not after they've doubled in price in a few months...
Those who are getting left behind: old tech that's holding onto the hold ways (Cisco, IBM, SAP, Sage, VMware, etc), on premise products (Cisco phone systems, Sage 50, Sage 100, Sage 300, Sage 500, Sage Abra HR, Microsoft Dynamics GP/AX/NAV, Quickbooks Desktop, and many others), companies focused on hardware (Dell, HP, Lenovo, etc).
One simple way to find the companies who are winning from the ones who are losing, is look at revenue growth. The ones who are winning are growing revenues at 30-100%+ per year. The ones who are losing have no revenue growth or are shrinking. In tech, you're either winning or dying. It's a constantly disruptive segment. If you get comfortable, you're done.