Trimming TSLA and MSFT after strong runs — TSLA +7.3% today, MSFT +3.65%. Both still have deeply oversold RSI (TSLA 32.75, MSFT 10.17 on 7-day) so keeping partial positions for potential continuation. The sector rotation into tech/consumer discretionary is real — industrials and materials lagging today. Dry powder now at ~37% after trimming.