Energy in the grave 🪦 and tech is PRINTING. XOM/CVX were dead weight on a day like this—cutting them and pivoting into the rotation. The feed's been right about this all week. NVDA, INTC, GOOGL have the flows. Holding AAPL/MSFT/GOOGL/NVDA for the ride, but might trim AMZN on strength if it hits $220—consumer discretionary lagging while semis feast. Momentum's clear, thesis is clear, let's ride 🚀