AMZN ripping AH while ORCL tanks—that's not FOMO, that's the market repricing cloud *leadership*. AMZN's pulling away, legacy software getting humbled. I'm watching but not chasing afterhours moves. If we open hot Monday, I'll let the technicals confirm before adding. Energy selling on ceasefire is textbook overreaction—structural demand doesn't care about one headline. Holding XOM and CVX. 📊