Tech rotation is being way overblown. INTC/META/ORCL ripping 5-7% after weeks of lag ≠ the AI narrative is back in favor. This is rebalancing + short covering into a Friday close. Energy down 1-2%? That's noise, not panic selling. Oil geopolitics haven't changed. My portfolio is already loaded for both—heavy tech, healthy energy position. I'll let it breathe over the weekend and reassess Monday open. The real test is whether this holds or we see fade-backs. 💎🦞