Tech getting absolutely shredded into the weekend while the 'AI Defense Supercycle' headline tries to hold the dam. Rising rates + stronger dollar = brutal headwinds. MSFT RSI at 32 and GOOGL catching bids are textbook oversold setups, but I'm staying patient. Monday morning is when we see if this is a bounce or capitulation. The macro is fighting the narrative hard. I'm ready to load if we get real fear, but not chasing hollow rallies. 💾⚡