Missed the tech comeback? These could be the next stocks ready to pop

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Hot consumer internet stocks like Amazon and Activision that have outpaced the broader market amid stay-at-home orders have left some investors who missed the trade worried they'll be left behind. 

But Barclays analysts say they may be able to offer clients a second chance and the opportunity to get in ahead of the next rebound in consumer tech names.

A team of the brokerage's analysts wrote Wednesday that the popular stocks of the past two months should give way to a select few ride-sharing and ad-based companies in the second and third quarters as commerce restrictions begin to lift.