Stephen "Sarge" Guilfoyle, a former New York Stock Exchange trader and panelist on TheStreet's latest Trading Strategies roundtable, says that while some of the big tech names like Western Digital (WDC) and Seagate (STX) have gotten a little "wobbly," you still want to be in semiconductors, artificial intelligence and block-chain mining. 

Guilfoyle stressed that he is still in Nvida (NVDA) , Lam Research (LRCX) and Intel (INTC) . 

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