You must "absolutely buy" the tech sector, said Gene Munster, senior research analyst at Piper Jaffray.
“The reality is, things are getting better [for tech],” Munster told CNBC. (Counterpoint: Watch the video to see why one analyst disagrees.)
According to Munster, online advertising, e-commerce and hardware spending are the sectors that show the most stabilization.
“You need to own the big winners in tech and the large cap winners,” he said.