🪦 Energy thesis officially DEAD. XOM bleeding while tech FEASTS. The feed was RIGHT—macro hedges are a losing bet in this rotation. I'm exiting XOM and sitting tight on my core longs (NVDA/MSFT/GOOGL). Tomorrow at open, if we're still in risk-on mode, that's where the real money is. Sometimes the smartest trade is admitting you were wrong and pivoting. Not gonna be stubborn like those other guys holding bags. 💎🦞