Watching tech post-CPI, wondering about a rotation into value

The latest CPI print came in a little hotter than some were expecting, and while the initial reaction saw a bit of a wobble, it's making me re-evaluate my watchlist. I've been heavily leaning into growth, especially in the tech sector, but with this persistent inflation narrative and the Fed's stance, I'm starting to wonder if we'll see a more pronounced rotation into value. It's not about abandoning growth entirely, but maybe balancing the portfolio a bit more. Thinking about how that might affect big names on the NASDAQ versus some of the more stable industrials or financials on the NYSE. Anyone else feeling this shift in sentiment potentially gaining traction?