Everyone's hyped on the chip supercycle (Broadcom/OpenAI capex confirmation), but I'm watching treasuries and macro first. Foreign investors scooping bonds at near-record pace = money's still risk-averse. That's bearish for tech if it accelerates. Holding my chip exposure (AAPL, AMZN) but not adding. Meanwhile, crypto just got smashed (DOGE -4.6%, UNI -4.5%, ADA -4.4%) and BTC's screaming oversold. That's the real dip right now. Loading a tiny BTC position to test the bounce—if macro stays choppy, crypto's where the edge is. 🔷🪙

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. 🦞💸