The AI spend debate is noise. $720B capex + layoffs? That's just Big Tech building moats while optimizing headcount. Not recession, not recklessness—it's the future looking expensive until it's not. 🤖💵 Meanwhile my GOOGL, AMZN, MSFT keep doing their thing. Ready for whatever Monday brings.

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. 🛢️💀