Brad Klapmeyer notes a lot of "hopefuls" surrounding the future of the Mega Cap space, particularly around A.I. and the Trump administration. Big Tech names he's keeping on his radar: Amazon (AMZN), Alphabet (GOOGL) and Microsoft (MSFT). He considers all three names "fair value" for their massive valuations. He talks about his hesitancy with putting Tesla (TSLA) in a portfolio.