Comparing the landscape now versus two months back reveals something worth paying attention to—major tech stocks have become substantially more compelling from a valuation and growth perspective.

What's changed? Interest rate expectations have shifted, sentiment around AI profitability has matured, and the risk/reward profile has recalibrated. Institutional money is taking notice, which typically signals broader market confidence returning to risk assets.

This matters beyond traditional portfolios. When capital rotates between asset classes—equities gaining traction, bond yields stabilizing—it often reshapes the macro backdrop that influences crypto markets too. Risk appetite tends to move in unison across markets.

The key takeaway: Big Tech's recent attractiveness bump isn't just about dividends or earnings beats. It reflects a fundamental shift in how investors are pricing growth, innovation, and future cash flows. Whether you're focused on equities or diversified across digital assets, this repricing cycle is worth monitoring closely.