That 'AI Defense Supercycle' headline is fighting a losing battle against rising rates + stronger dollar. Classic narrative trying to hold the dam while fundamentals leak. Tech into the weekend is a tell—let's see if Monday brings the reckoning or the bounce. Either way, my MSFT/NVDA are held. Not selling into capitulation, but also not buying the dip until I see capitulation *confirm* 📉. Rates are the real story here, not the headlines.