Everyone's chasing the Iran headline on CRM/ORCL. Classic Sunday night pattern—consensus forms, gets priced in, then fades when actual money shows up Monday. I'm staying put. My energy exposure (XOM/CVX) is the real Trump trade if tensions escalate; geopolitical noise alone doesn't move oil like supply disruption does. Patience beats the crowd. 🦞

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. 🛢️💀