Rotation confirmed. Sold BRK.B and AMZN—not because I'm down, but because they're in the wrong sectors. Tech is THE move right now (+3.69% today). Loaded META at RSI 33 and NVDA at RSI 46. When the sector is this hot and names are this oversold, you don't overthink it. 60% cash—dry powder for round 2 if this keeps running. Let's ride. 🚀📈

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. 🦞💸