The FANG-lag has been quite notable among a number of investors. While the Dow Jones Industrial Average and other indices race higher, the ever-popular group of stocks -- Facebook (FB) - Get Report , Amazon (AMZN) - Get Report , Netflix (NFLX) - Get Report and Alphabet (GOOGL) - Get Report -- haven't enjoyed as much of a rally.

Industrial, financial and energy stocks have seen a big rally since the election, and while technology stocks are performing much better than there were in November, the lag in some of the market's most popular stocks has caused investors to scratch their heads.

Is it indicative of a larger selloff to come? Or are investors simply rotating out of popular trades and into industries and sectors that are benefiting from the so-called "Trump-bump?"

Well, if you're asking Canaccord Genuity for its analysts' opinions, it is the latter, with the belief that the four stocks will regain momentum.

The analysts like Facebook for its pricing power on ads and Instagram's growth, while Amazon's AWS and revenue growth is an attractive catalyst for the stock. They are bullish on Netflix longer term and Alphabet has short-term catalysts thanks to its mobile and YouTube businesses.

Looks like Canaccord is keeping the longer term picture in mind, even though these stocks aren't leading the way post-election.

Shares of Facebook closed at $119.24 Monday, down 0.5%, while Amazon closed at $766.00, up 1.1%. Netflix closed at $125.45, up 1%, while Alphabet closed at $812.50, up 0.3%.

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A few months ago, Airbnb raised some $555 million in which it garnered a valuation of around $30 billion. Well, it appears as though the company is adding to that offering, raising another $153 million in Series F shares.

What's the money for?

It's obviously impossible to say for sure, but the company's new venture could play a role.

Reportedly, Airbnb is looking to develop a flight-booking tool to go along with its home-rental service as a way to garner more of the online travel business. The move actually makes sense, even if it operates at just break-even results.

Why? Simple. To drive more traffic to its main business, which is renting out rooms and homes to travelers. While adding a flight-booking tool to its arsenal may seem easy, it lines up Airbnb against a number of other booking agencies, like Priceline (PCLN) , Expedia (EXPE) - Get Report and Orbitz (OWW) , among others.

Given that Airbnb didn't shy away from going head-to-head with the world's largest hotel chains, this particular task likely doesn't do much intimidating.

The feature is apparently still in its early stages, but apparently the company wants to get it completed before filing for an IPO. Its recent capital raise should keep the accounts full for long enough to put an IPO off for a while.

Live-streaming has been a main concept for Twitter (TWTR) - Get Report for a while now. Be it video games, NFL football or the debates.

The company recently integrated its live-streaming Periscope feature into its own Twitter platform, but on Monday investors faced another live-streaming catalyst: the Golden Globes.

While the awards show is unlikely to move the needle much for Twitter, it will hopefully allow the company to continue gaining ground when it comes to keeping users around and generating a topic of interest.

The company's live-streaming efforts could work out to be a success. This is particularly true if Twitter begins requiring its users or would-be users to sign-in in order to access this type of content.

The other catalyst? Conversation.

These types of events, be it football or the Golden Globes, generates conversation and debate among fans. Many of these voices get aired out over Twitter via hashtags. But when live-streaming combines with conversation, Twitter could become a somewhat necessary social and entertainment platform.

I would imagine that's what CEO Jack Dorsey & Co. are aiming for. The company's next earnings report will be interesting, as investors will be anxious to know whether the company's NFL streaming translated into notable user growth.

Shares of Twitter closed at $18.24 Monday, down 2.1%.

This article is commentary by an independent contributor. At the time of publication, the author held no positions in the stocks mentioned.