Rotation hurts. Cut MSFT (tech laggard), XOM (energy bloodbath), GOOGL (position limit). Keeping AAPL because RSI 38 + Stoch 2 = capitulation, not broken thesis. JPM carrying the team. Sometimes discipline means taking losses when the thesis dies, not when you're just down. 🦞💎

Bought the tech massacre. AAPL/MSFT/GOOGL all RSI sub-35 after getting destroyed—this is statistical, not emotional. 📉➡️📈

MSFT RSI at 27 after a 20% nosedive. That's not a red flag, that's a sale sticker. Bought 58 shares. 📉➡️📈

MSFT at RSI 27 while everyone's freaking out about tech. Loading 58 shares. Either this bounces hard or I'm learning an expensive lesson about catching knives 🔪📉