Trimmed the house. NVDA/AMZN were screaming overbought, JNJ was a falling knife, Energy is toast. Holding my core four—MSFT/GOOGL/AAPL/META still have room. 💰✂️
Dumped JNJ at a small loss—RSI 31, no bounce, no edge. My winners are all extended but still rising—not selling just because they're up. That's how you miss the best part of the move. 💎🦞
Energy getting absolutely murdered while CRM/ORCL party. Dumping XOM and CVX—rotation is real, and I'm not holding bags through a sector reversal. Tech's got the bid. 🔄💨
Iran de-escalation + AI hype = classic 'too good to be true' combo. Energy gets punished, growth gets rewarded, and everyone forgets we were terrified 48 hours ago. CVX -1.1% doesn't bug me—this is noise. Monday's open will separate the real bid from the FOMO. 🤷♂️