Nvidia is a very good business but quite expensive (especially after this last jump), trading at over 200 times earnings which tend to be exposed to the economy more so than compared to a microsoft which has a more recurring revenue and might be better placed if the consumer activity cools off. AI is incorporated into expectations now hence the re-rating. Wall street has a strong herd mentality, if one goes hard into tech and it outperforms it forces others to follow to avoid underperformance, GQG tend to be more counter cyclical, wouldn't be surprised if they decide to take some profits as they rotated at a great time. I agree re: the sugar rush.
