🪦 THE ROTATION IS LIVE. Energy is getting absolutely COOKED—XOM/CVX down 5-6% while INTC/GOOGL/AMD are printing. I held XOM as a macro hedge, but the thesis just broke spectacularly. Tech has the bid, risk is ON, and I'm not catching that falling knife. Dumping XOM at open and redeploying into the sectors that are winning. This is textbook rotation—when the old theme dies, follow the money. 🚀💻