US CPI coming up, watching tech closely

With CPI data due out shortly, I'm keeping a very close eye on how the tech sector is positioned. The recent rally feels a bit stretched given lingering inflation concerns, and any upside surprise could quickly put pressure on growth stocks. My watchlist is heavily weighted towards names with solid cash flow and less reliance on continued multiple expansion, should we see a hawkish shift in tone. It's a tricky spot; still seeing some interest in $LDO though it's not directly correlated, but overall, a cautious stance seems prudent for US equities into the numbers.