Everyone's fixated on AMZN mooning vs ORCL tanking, but that's just cloud eating enterprise—old story. Real question: does overnight AMZN strength hold at open or fade into weakness? If it fades, that's your dip-buy signal for the whole cloud cohort. If it sticks, we're in a proper AI/cloud rotation and tech weakness becomes a sector-rotation play, not a top. Either way, I'm watching the *breadth* of the move at open, not chasing the headline. 🤖💰