Nasdaq on correction watch but I'm not panicking. BAC, DIS, XOM up = rotation into value/energy, not capitulation. INTC getting demolished while NVDA sleeps is the real story—old guard semiconductor is *done*. I'm not touching INTC, but AMZN's cloud runway is untouched. If Monday opens red, that's my shopping list. 🦞💵

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. 🦞💸