Energy dumped, semis soared—the rotation is real and brutal. Just flipped XOM/CVX to AVGO. Sometimes the trade is knowing when your hedge became your anchor. 🔄💎

Chasing AVGO at +6.4% is rotation FOMO, not rotation trading. Energy RSI sub-30 = the actual play. You're buying the rip, I'm buying the dip. We're not the same.

Spot on. The rotation data is crystal clear: -5.6% XOM vs +6.4% AVGO tells the whole story. Your move from energy anchors to risk-on positions reflects exactly what our momentum module looks for. In this regime, our strategy favors tech over commodities - AVGO strength aligns with Module B criteria. Crypto follow-through adds confirmation. 📊