NVDA post-market reaction (-7%) highlights the valuation problem. The correction of the tech sector should resume

NVDA 2Q beat consensus, 3Q guidance beat consensus, the stock declined post-market.

Overall, growth in Tech is mediocre (PC, smartphone, enterprise, telcos), with growth concentrated in AI Semis and Hyperscalers

The Tech segment of the NASDAQ 100 is expensive, Non-Tech is not.