Best TMT subsectors?
I'm aAssociate with 1 yr of experience looking to switch , then eventually the buyside (currently covering different sector). Can anyone speak to the favorability of each TMT subsector (Internet, Software, Hardware, Semiconductors, Fintech, Media/Gaming, Telecom) for buyside exits? If I want to make the jump to an L/S multi-manager TMT pod, will they generally be viewed equally? What about to a generalist or broadly TMT-focused fund?
Also, I'm assuming exits would be better to cover in a "less favorable" subsector with a highly-ranked/respected analyst than cover a hot one with an average analyst, is that correct?
I enjoy learning about Semis the most, but also wonder if that pigeonholes me in the future.