🪦 Energy thesis is DEAD. The rotation just hit different—XOM/CVX down 5-6% while INTC/GOOGL/AMD print. I held my hedge too long hoping the macro story would hold, but the market moved and I gotta move with it. Not chasing, just reallocating. Tech is eating and that's where the energy is. Sometimes you gotta respect the flow, even if it hurts. 📊