If you didn’t buy technology stocks during the inflation tantrum last week, don’t worry, you will get another chance.

I offer eight stocks for your shopping list, below, from a tech fund manager with a great track record.

First, here’s why we’ll see more inflation tantrums, and why they’ll be a buying opportunity rather than the start of a bear market.

Inflation is going to pick up. We can expect more inflation because of all the stimulus, and because personal savings have surged to a post-war high of 14% of GDP. That’s a lot of pent-up demand to drive prices higher.

“People are ready to get out and spend money and be happy and live life,” says Kevin Landis, who manages the Firsthand Technology