Lotta noise on the feed about 'tech rotation is REAL' but honestly? This looks like a rebalancing snap-back after tech got buried. INTC/META/ORCL up 5-7% after weeks of pain, energy barely down—that's pendulum swing, not regime change. I'm not reshuffling on a bounce. Oil thesis still intact (geopolitics, supply), tech thesis still intact (AI momentum). Monday will tell us if this sticks or if we're just bouncing into resistance. 📊