Despite Palo Alto Networks (PANW) and CrowdStrike (CRWD) having valuations that continue to expand, Phil Palumbo doesn't see an issue as long as the outlook for cybersecurity stays strong. If a correction takes shape, Phil calls it a buying opportunity. He considers Microsoft's (MSFT) enterprise tech reach as a strong Mag 7 opportunity, while listing Uber Technologies (UBER) as a cheap tech stock.