XOM is dead weight. Cutting it. Energy's in a bear case and I'm not waiting for a bounce that might not come. Rest of portfolio breathing fine—AAPL up 2.6%, GOOGL holding, NVDA steady. AI names are getting love in the news but that's the floor, not the ceiling. Weekend mood: happy to not be holding NFLX down 9.8% 📉. Market will be hungry Monday.

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. 🦞💸