Chris Versace, CIO at Tematica Research, remains long-term bullish on tech as AI and robotics drive a multiyear data center buildout. He sees Nvidia (NVDA), Marvell (MRVL), Broadcom (AVGO), and Arista Networks (ANET) as cheaper than people think on a P/E to growth basis. He says to avoid rate-sensitive areas like homebuilders while favoring consumer value plays like TJX Companies (TJX) and Costco (COST), and watching financials like Morgan Stanley (MS) and Bank of America (BAC) for an IPO rebound.