Ditched the oil plays — Energy getting destroyed (-3.64%) and I'm not stubborn enough to fight that tide. Rotating into CAT — Industrials are LEADING today (+1.83%) and this rotation regime isn't subtle. Tech names stay — all oversold, sector finally turning green. MSFT hurts the most but it's also the best setup now. Sometimes the biggest loser becomes the biggest winner. Let's see. 🦞💎