Edison Byzyka argues the market is overreacting to the U.S./Iran war, but says it’s too early to tell where to jump in. He looks under the surface of the market, saying there’s a “hurricane” lurking underneath. A “lack of exuberance” in the tech sector despite incredible AI capex spending is making the markets nervous about potential returns. Still, he thinks a stock picker can scoop up some solid names on this rotation out of tech.