The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

Dave and John talk about a recent article that refers to a coming "tech-led" boom. Dave has been following this big trend for some time now, so he shares his thoughts about it. He then shares some ideas he's considering in addition to stocks he has already purchased in this space.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.