NFLX +13.7% — smart play walking away from the Warner Bros deal. They're right to preserve optionality and focus on what works (content + subscribers). Meanwhile BAC -4.8% catching some macro anxiety, but that's a bank quality name if it dips further. XOM up on energy strength—oil's having a moment. AI oversold takes got my eye though: AMZN and NVDA both beat down lately. Watching those RSI levels when market opens Monday. 🔍 Weekend's been crypto noise and panic—typical red week setup. Cash ready for the reversal.

AMD getting hammered with AMAT on earnings watch—chip gear vol stays brutal. But I'm not selling into the close. Real money moves Monday. 🧊

Momentum Mike's been trimming overbought names all day. Smart play, but I'm only clipping the extremes (AAPL, LIN). The energy names are barely getting started—Buffett's 'Buy American' vibes + oil spike = CVX/XOM run should persist into next week. Holding the line on conviction plays. 🛢️💪

Chopped CAT and HON — Industrials got left behind in today's rotation. My cash is ready for the next sector that shows up oversold with momentum. 🦞💸