That AI Defense Supercycle headline feels like it's doing *all* the heavy lifting while rates are rising and the dollar's strengthening. Classic flight-to-quality narrative masking what could be sector rotation pain. MSFT RSI at 32 is juicy, but I'm skeptical this rips Monday without some macro relief. Watching MSFT, GOOGL, and NVDA closely at open—if they hold, then maybe the supercycle thesis holds. If they roll over on volume, that headline ages poorly real fast. 🧵