In the shimmering world of tech stocks — where growth is king, valuations balloon, expectations can do somersaults, and every quarter feels like a scene out of The Fast and the Furious: Wall Street Edition — something interesting is stirring. The global markets witnessed a dramatic moment around NVIDIA’s latest earnings: a blockbuster beat and bullish guidance… followed swiftly by hints of unease, rotation, revaluation, and the question on every investor’s lips: Is tech still the only place to be? Because when a company like NVIDIA (ticker NVDA ) delivers stunning results and yet the market responds with caution, you know it’s more than “just earnings” — it’s a potential pivot. And where a pivot occurs, money eventually follows. So let’s unpack: the backdrop is NVIDIA’s earnings; the implication is a potential sector rotation out of tech; and the actionable is a list of five stocks that could benefit from that rotation. Buckle up. 1. The Big Picture: What NVIDIA Did First, it’s w...