Lucas and Luna break down the brutal sell-off hitting big-cap tech in early June 2026. With the S&P 500 down 7.9% in five days and the Nasdaq 100 sliding 8.5%, they explore what's driving the rotation out of mega-cap names and into value and small caps. Lucas points to the latest PCE print, rising Treasury yields, and the Fed's hawkish hold as catalysts. They also discuss what the weakness in NVIDIA and Microsoft means for the AI trade, and whether this is a buying opportunity or the start of a deeper correction. The hosts tie the sell-off to the upcoming WWDC and the broader shift in market leadership, using specific data from the past week. A must-listen for anyone tracking the current tech correction and what it signals for the rest of 2026.

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