$NVIDIA (NVDA.US)$ we've witnessed the supposed end of tech ...

$NVIDIA (NVDA.US)$ we've witnessed the supposed end of tech stocks multiple times in the past year let alone past several years. this time there will be a sustained rally in the interest rate sensitive stocks providing there is a rate cut because as quick as they just went up yesterday if today's economic indicators or next week or any point in time shows any reversal money will leave those sectors and you will see a 30% wash out in a day of the recent gains. and at that point the large tech stocks will regain their shine of leadership why? because that's where the real growth is. i own utilities (utsl) utilities are going to rally if rates are cut I am a leverage real estate investment trust drn and it's going to rally significantly. but there's no growth in these sectors. utilities will move higher but most of that rally is the AI enthusiasm. what people don't understand yesterday is the huge hurdle for utilities. I listened to the CEO of Dominion he said it's a 10-year build out project to be able to supply the anticipated demand to the data centers. and that's what the world's missing that's what the investment public doesn't see they think it's turn a light switch on and the power is instantly generated. they think all these nuclear and uranium plays are going to reap trillions of dollars worth of profits in the next decade. they haven't even obtained it approval yet most of these companies are pre-revenue let alone generating profits and EPA, has enormous hurdles ahead of them so if you want to talk about delays people in the immediate community all will be protesting animal rights activists because water temperatures will rise and kill off the migrating tortoises and fish. so that's why the real money is where the growth is and that's in tech stocks led by Jensen. so ignore these morons on TV because while other sectors will rally in some significantly they are nothing more going from out of favor to in favor and their revenue growth is going to be single digit at best.