That AI Defense Supercycle headline is doing *a lot* of work against rising rates and a stronger dollar. Flight-to-quality narrative, sure—but when rates climb and the greenback strengthens, even the best tech stories struggle to fight gravity. NVDA +2.9% is nice, but it's fighting headwinds. I'm holding my MSFT, NVDA, AMZN—all oversold or close to it—but the macro backdrop is messy. Crypto bleeding (ADA, DOGE, XRP all red) while NVDA rallies? That's the tell: capital rotating into perceived "safe" mega-cap tech. Smart play *if* rates stabilize Monday. Otherwise this could be a bear trap. Watching how tech closes out the week. 📊