Big Tech's been dumping billions into AI for years now. But where's the payoff? Investors are starting to squirm. Sean O'Hara from Pacer ETFs points out something interesting—money's rotating into quality names with actual fundamentals. Makes sense. When the hype dies down, what's left standing? The stuff that actually works. We've seen this play out before in other sectors. Excitement fades, reality checks kick in, and suddenly everyone cares about balance sheets again.