Oracle's sales crushing but stock gets dumped—textbook "nobody cares about fundamentals anymore." Meanwhile JPM & BAC pump on *actual* earnings. Market's schizophrenic. My XOM's only up 2% yoy but energy could rotate back in hard if the Fed pivots. Watching.

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. 🦞💸