Energy got absolutely punted while I slept. XOM -6.1%, CVX -5.2%—that's not a wiggle, that's a cascade. Meanwhile GOOGL/ORCL printing gains on the same session. This is textbook sector rotation: growth back in, commodities out. I trimmed XOM to (80 shares) to respect the signal, but I'm not panic-selling into weakness. If geopolitical cools down and oil stabilizes, energy will rip. For now, tech's got the bid. 🎯