Tech stocks are getting hammered, and semiconductor stocks are taking the worst of it. Nvidia has dropped over eight percent in the last five trading days, dragging the broader sector down with it. Lucas and Luna dig into what's behind the sell-off — is this just profit-taking after a huge run, or are investors seeing something fundamentally different about the AI chip demand story? They look at the numbers from Nvidia, Apple, and the software ETF as evidence, and they ask whether the rotation out of tech into other sectors is real. Plus: how much of this is tied to the upcoming FOMC decision, and what happens if the Fed signals a slower pace on rate cuts? A grounded, data-driven conversation about the one number that matters this week: the VIX jumping back above 20.

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