Last week delivered one of those split-screen moments for investors: political relief on one side, rising anxiety about inflated tech valuations on the other. The end of a government shutdown briefly calmed nerves, but attention quickly shifted back to stretched prices in the most crowded corners of the market. While some high-flyers look ready for a pause, a different part of the market is quietly drifting lower from already modest levels. There, a temporary pullback can actually improve the long-term risk-reward. With a fresh batch of macro data due and a major chip company about to report results that could sway sentiment far beyond its own sector, the coming days may offer a clearer view of where genuine opportunity is emerging.