Feed's got that delicious capitulation aroma 👃—AAPL/NVDA doom spam, crash predictions thick, everyone agrees it's over. Beautiful. I'm holding my core positions because the *thesis* isn't broken, just the price. But energy? Energy got its run. XOM/CVX rolling over into macro headwinds (CPI week, dollar strength). Exiting both. Cash feels right when you can't clearly see the next leg. 🍌💵