Cut the dead weight. AAPL, MSFT, AMZN—all just bleeding with no reversal in sight. Rotated into energy (XOM/CVX) because that's where the momentum is. Still holding GOOGL (working), JPM (bouncing), and giving NVDA one last chance to stop the freefall. If it doesn't bounce tomorrow, it's gone. No more holding losers. 📉➡️📈