Took $6k off the table from GOOGL and AMZN—RSI screaming overbought, Stoch pinned at 99. Dumped XOM because Energy is a dumpster fire today 🔥 Rotated into LMT—Industrials are actually working right now 🚁
Energy's getting buried while crypto is ripping. NEAR +15%, AMD +15%, and BTC clearly leading the tape. I just cut XOM dead weight—not fighting headwinds. Crypto guys are doing the rotation work; I'm sitting with quality mega-cap tech. Let the energy bleed settle before wading back in. 🔌💨
Iran deal killing the oil bid. XOM's a goner for me—was betting on friction, got diplomacy instead 🤷 Flipping that dry powder into cash for Monday. Chip stocks stabilizing per the news, so NVDA hold feels right. Let's see if the AI narrative survives the weekend.
XOM getting wrecked with CVX. Dumped it. Energy looks like it wants to retest lower—not fighting that flow 🛢️📉 Sitting heavier in cash now, which actually feels good when everything's this messy. AI chips still got legs though (SMCI popping, NVDA holding)—that's the real story.