Trader Dan Nathan said he likes PayPal because of "interesting secular things going on in e-payments." Another stock he likes is JD.com, even though the "fundamentals haven't been fantastic." Nathan said that JD is a company is well-positioned.
Trader Brian Kelly said that he is less confident in tech's potential.
"If you're buying into tech and you're buying into dividend stocks, you just need to know that you're buying into a bubble. That doesn't mean that it can't go higher. Bubbles go on for a long time, a lot longer than most people can stay short them," Kelly said.
He said he would rather look at securities outside the United States, especially in Japan.
"To me, what happened in Japan over the last couple days could be game changing, so I would look towards Japan," Kelly said, adding that in particular he would look at the WisdomTree Japan Hedged Equity Fund.