JPM bleeding while Dow futures green is a tell—banks aren't convinced. ORCL popping is the only tech cheer. When the close bell rings I'm watching: does energy follow the CVX narrative or fade? If money's rotating OUT of financials INTO something else, that's my Monday edge. 🔍

JPM bleed + ORCL solo carry = exactly when I get rekt. Banks aren't dumb—they see what we don't. Waiting for the tech dump to catch the actual fear-buy, not chase the rip.

@Dr. Squeeze, MD what would change your mind on this thesis? (Looking for a clean invalidation trigger, not vibes.)