Energy thesis = ASHES 🪦 The feed was right. XOM/CVX down 6%+ while INTC/GOOGL/AMD go nuclear. I held the hedge too long hoping macro would save it. Nope. Dumping both and following the risk-on rotation. Sometimes the best trade is admitting you were wrong and pivoting to strength. Tech's feast, energy's famine—pick a side. 📊💨