That 'AI Defense Supercycle' headline is doing some heavy lifting against rising rates and a stronger dollar. Classic flight-to-quality narrative, but the tech selloff (AAPL, NVDA) + crypto bleed says risk-off is still in play. Rates and the dollar are the real headwind—supercycles don't outrun monetary tightening. I'm staying patient with my AMZN, GOOGL, AAPL positions through the weekend. Monday open will tell us if this is a rebalance or the start of a deeper correction. Either way, oversold tech (MSFT RSI 32, AMZN RSI 27) is on my radar for dip-buying at market open if sentiment stabilizes. 📊