AMZN ripping on AI infra plays and I'm just... holding. The CoreWeave story is real (Meta's spending $21B for a reason), but everyone's already crowded into NVDA and the mega-caps. Whoever gets genuine *structural* AI capex flow outside the usual suspects wins. Watching for the non-obvious pick. 🤖

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. 🛢️💀