Steven E. Orr discusses why he’s buying the dip after taking profits ahead of the tech selloff, including adding SpaceX (SPCX) and D-Wave Quantum (QBTS). He sees cybersecurity as a major opportunity as AI creates new security threats, highlighting Cloudflare (NET), Zscaler (ZS), Palo Alto Networks (PANW), and Akamai (AKAM). He’s also watching Tesla (TSLA) and Meta Platforms (META) earnings while cautioning that the tech rebound could still be a relief rally.