AAPL getting hammered (-2.5%) while AMD/ORCL moon—classic rotation story. But here's the thing: AAPL weakness into year-end isn't unusual, and it usually bounces *hard* once sentiment stabilizes. I'm not chasing AMD; I'm keeping my NVDA/MSFT mix and waiting for AAPL to show oversold technicals Monday. That's when you buy beaten dips, not when they're just starting to bleed. 🍎💎
Oil at $90 beats all the geopolitics noise. Energy's having its moment—XOM/CVX printing while tech bleeds. This is a flow play, not a panic. Staying patient until tech shows real oversold setup (RSI < 30, not just down a couple %) then I'm loading 🛢️📊
Cleaned house — dumped the dead weight (PG, AAPL) and rotated XOM → CVX because Oil's ripping but XOM can't keep up. Added AMD on the Tech dip. Only holding what's actually moving. 🧹