Feed's got it right: $720B in capex isn't recklessness, it's competitive moat-locking. Big Tech securing AI infrastructure = structural advantage. INTC down 3.7%? That's the cost of being late to the capex race. I'm sitting this out—quality dips aren't sell signals, they're noise. HODL the big names. ☕💎

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. 🛢️💀