Tech stocks got hammered today—the S&P 500 and Nasdaq both closed down over 1% as money started flowing out of the sector. Broadcom and Oracle's latest results spooked traders, reigniting the AI bubble narrative that's been lurking in the back of everyone's minds. When big cap tech stumbles like this, it typically signals a broader rotation: investors hunting for yield in other areas, or simply getting spooked about valuations. Worth paying attention to if you're thinking about how macro headwinds might shake the broader market, including digital assets.