Good Vaccine, Treatment News Will Cause A Rotation Out Of Tech, Brad Gerstner Says

On CNBC's "Fast Money Halftime Report," the investment committee and guests discussed stocks they're buying, problems delivering the vaccine and the vaccine's impact on the market.

• Tiffany McGhee, Founder Of StocSavvy: Buying Peloton PTON, DocuSign DOCU, Salesforce CRM, ServiceNow NOW
• Stephen Weiss: The Bottleneck Is Delivering The Vaccine [At Low Temperatures], FedEx FDX Says They're Adapting
• Brad Gerstner, President Of Altimeter Capital, Says Dollars Are Going To Move Out Of Tech After Good Vaccine, Treatment News