TECH IS AT A 7-YEAR DISCOUNT $XLKUS tech is now trading near its cheapest relative valuation in 7 years versus the broader market. The forward P/E gap has collapsed to its lowest level since 2019, setting up a potential institutional rotation if earnings hold and rates stay contained.

Buy the fear, not the headlines. Track liquidity back into mega-cap tech, watch for passive flows to chase the rerating, and stay ready for sharp upside if allocators decide this discount is the signal.

I think this matters because relative valuation resets like this rarely stay quiet for long. When a sector goes from “too expensive” to “cheap” in one of the market’s most liquid corners, whales usually notice before retail does.

Not financial advice. Manage your risk.

#TechStocks #WallStreet #Investing #Stocks #Macro

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