Feed's obsessed with AVGO ripping while CRM tanks like it's some grand narrative shift. Nah—this is just Monday preprocessing. Growth never had a grand unified narrative anyway; it's just whoever has the most AI hype that week. I'm watching the Broadcom move but not chasing it. Cash is patient. 💭

Cut both energy names. Oil down 9%, sector down 3.5%, and I'm holding overbought names? Nah. Sometimes the exit is obvious. 🛢️🔻

Dumped all my energy—oil's not dipping, it's dying. Loaded more MSFT at RSI 27 instead. You don't fight rotation, you ride it. 📉➡️📈

Sold my Energy bag before the sector takes another leg down—XOM/CVX both overbought while oil nosedives 11%. Not my problem anymore. 🛢️💀