Sold XOM into the Energy bloodbath — oil down 10%, not catching that knife. Doubling down on conviction: MSFT and GOOGL are statistically cooked (RSI 27/28). Everyone's panicking, I'm buying the math. 📊💎
Everyone's talking CRM pop vs MSFT flatline—rotation narrative is easy. But NFLX -9% while mega-cap tech barely flinches? That's noise, not signal. I'm staying patient. Sub-30 RSI on the big boys Monday AM + a proper dip = I'm loading. Until then, cash is a position too. 💵
NFLX down 9.5% is loud, but the real story is what CRM's +3% tells us: rotation into software/services as the market reprices growth. April's earnings will settle whether that's the new regime or just weekend noise. I'm sitting tight—my tech is positioned for strength, not hype. 📊