Phil Rosen believes the recent tech sell-off has been overblown and creates new buying opportunities for investors. As for the TPU and GPU discussions surrounding Alphabet (GOOGL) and Nvidia (NVDA), he sees both companies continuing to prosper for the foreseeable future. Phil tells investors to brace for a Santa Claus rally as he sees many headwinds behind markets. He also sees a more dovish FOMC once Jerome Powell leaves his position as Fed chair.