$NVIDIA (NVDA.US)$$Microsoft (MSFT.US)$$Apple (AAPL.US)$ Wh...

$NVIDIA(NVDA.US)$ $Microsoft(MSFT.US)$ $Apple(AAPL.US)$ Whenever fears of rate hikes come up, it's the high P/E companies that get hit, regardless of what industry they're in. Don't worry about being heavy in tech--worry about being too heavy in high-multiple companies (specifically, high-multiple companies that don't deliver on the hype). NVDA and AAPL are in two very different camps.