"With interest rates falling in recent weeks, the tech stocks trade has stalled as the financials and energy sectors are regaining leadership," says Dave Mazza. He believes that investors should be in the buy tech camp as positioning shows traders never capitulated away from tech, and valuations remain more expensive than the market. Chris Johnson provides his trading picks - Cisco (CSCO), Invesco QQQ ETF (QQQ), and Nvidia (NVDA).