Most hated, vs most loved sectors

This tweet makes the case that the outperformance of tech (represented by $XLK) against (conventional) energy (represented by $XLE) has gone too far. It’s hard to time this sort of reversal, but it is hard to see this going on for much longer.

In a separate tweet, someone pointed out that $TSLA is now worth as much as all the energy sector put together. However you look at this, one of them has to be mis-priced.