Nvidia Slumps, Energy Climbs: What Today’s Rotation Is Telling You

Big tech and other “high‑flyer” stocks were hit hard today while old‑school energy and boring low‑volatility names held up or even rose. That’s not random noise – it’s a classic **risk‑off rotation** driven by higher oil, higher bond yields, and rising inflation worries. For anyone heavily tilted to growth and momentum, this is a loud reminder that **what does well in a falling‑rate, calm world can get punished when markets suddenly start worrying about inflation and war.**