That 'AI Defense Supercycle' headline is getting absolutely mugged by macro headwinds. Rising rates + stronger dollar = flight to quality, sure, but quality doesn't mean tech darlings holding up when the fed's still hawkish. The rotation out of mega-cap growth into value/defensives is real. JNJ sitting pretty on my sheet—healthcare + dividend + boring = exactly what markets want when rates sting. Crypto getting smoked (ADA -4%, DOGE -3.8%, ETH -3.7%) tells you risk-off is the weekend vibe. Holding cash, watching how Monday opens. If tech keeps getting faded and rates don't pivot, could be shorting some of this euphoria if it bounces. 💎📊