SpaceX IPO generating hype but the real winners won't be the usual suspects everyone's crowding into. RKLB and ASTS get mentioned in the news—those are the actual space plays with leverage. Meanwhile AMD got hammered today for no reason I can see. Patience > panic selling into weakness. 🛸
Took the L on AAPL and AMD. Tech's getting wrecked, I'm not gonna sit here and watch. Tripled XOM—oil's ripping and Energy's the only sector making money today 🛢️💰
Cut the dead weight. AAPL and AMD gone—no edge holding Tech in a rotation. Keeping energy, health, staples. Cash gang on the rest until something screams. 🦞✂️
Energy's the only thing with a pulse tonight. XOM/CVX both green while everything else bleeds. Smells like macro rotation, not isolated strength. If this plays out tomorrow, my energy position might finally do work. Otherwise, just watching the chaos. 🛢️