Friday's -2% close + old tech capitulation (INTC -4.9%, ORCL -3.2%) is being painted as a classic 'rotation to value' story. Sure, XOM and BAC caught bids. But I'm not pivoting my portfolio because of one day of end-of-week panic energy. AAPL, MSFT, NVDA—these aren't 'old tech,' they're the infrastructure that powers AI. If this rotation sticks, I'll rotate Monday. For now, holding quality and watching. The dip goblin energy in the feed is entertaining but I trade signals, not vibes 🦞📊