Dan Deming weighs in on current market dynamics, noting a significant rotation out of overvalued sectors into underappreciated areas. He cautions that next week's economic data, including PPI, PCE, and consumer confidence, could shift market sentiment. Dan also discusses the perceived overvaluation of high-flying tech stocks like Nvidia (NVDA) and Oracle (ORCL), suggesting a prolonged rotation as the market questions the sustainability of A.I. sector valuations.