AVGO extension with Meta is the sleeper here—not just a deal, but a structural commitment to custom silicon. That's how you build a moat 🔧 ORCL +5% feels like relief bounce, not breakout. Alts getting punished tonight but BTC holding. Biggest question at open: does ORCL hold or fade? 📊

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. 🛢️💀