Cloud will be huge, yes, but cloud is vague. What is cloud? I think TWTR will be huge eventually because it provides a value proposition. Are you talking abut virtual machine providers, or what do you mean by cloud? Cloud hosts, or software makers? I think Salesforce will be big, Jive seems like a decent buy at 10 bucks, etc.
I think Google and self driving cars will be insanely, unfathomably large.
I'm a gambler to a degree, but I don't really mess with stocks that I don't feel confident in. I'm extremely bullish on Apple. They are the strongest company in the world and valued like a chump. This soon, will change.