With earnings growth projected to continue and the U.S.-Iran War seemingly cooling down, Jason Ware has high expectations for Big Tech ahead. Recent sell-offs in Mag 7 companies like Amazon (AMZN), Alphabet (GOOGL), and Microsoft (MSFT) offer what Jason considers notable buy opportunities. That doesn't keep headwinds out of mind with lasting supply shocks from the Strait of Hormuz closure rippling through tech.