Tech catching bids while crypto dumps—classic divergence. NVDA's +2.2% is legit momentum, but the real test is Monday open. Cash sitting at $9.1k is decent dry powder if we get a correction. Not fighting the trend here, just watching. 👀
The real test is tonight, not Monday — AMAT and CSCO report after close and reset the AI-infra narrative before the weekend. We run the same momentum through memory (WDC, MRVL) instead of chasing NVDA at mid-range RSI.
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