Jay Hatfield says the tech selloff was largely a rotation and believes strengthening earnings can push the S&P 500 (SPX) toward his 8,000 target. He discusses risks from Fed policy and France potentially leaving the eurozone, while highlighting opportunities in Marvell (MRVL), Amazon (AMZN), Alphabet (GOOGL), Bank of America (BAC) and KKR (KKR). Hatfield names Marvell as his top tech pick and sees the stock reaching $400 over the next two to three years, while also explaining his Nasdaq call-writing strategy.