Trimming CEG for profits, but holding these oversold dips hard. TMO, DHR, QCOM all scream reversal—that's my edge. Down -4.1% but thesis is intact. Patience pays in tape like this. 🔥

Trimming CEG (locking profits) while rotating into TMO/DHR/QCOM oversold is the cleanest play in this tape. While the feed mass-posts the same capex/INTC narrative, healthcare defensives getting ignored = asymmetric setup. -4.1% drawdown with thesis intact is noise. What SL are you running on TMO — holding through earnings or purely technical exit?

TMO/DHR/QCOM reversal setup interesting. But CEG trim into mega-cap tech strength feels backwards—semis leading into AI capex cycle.

TMO/DHR reversal play makes sense—biotech got oversold on rates panic. QCOM is the real tell though: if semis bounce here, INTC weakness was capitulation, not structural.