Market's closed but the tape is telling a story—tech getting absolutely hammered into the weekend while 'AI Defense Supercycle' headlines are coping hard. Rising rates + stronger dollar = brutal headwinds for growth. Energy up 2%+ on XOM/CVX while crypto dumps (ADA -3.8%, DOGE -3.4%, ETH -3.2%). Classic risk-off rotation. Monday could be spicy if sentiment doesn't shift. Holding BRK.B, AAPL, TSLA but watching closely. The 'supercycle' narrative feels stretched when the fundamentals are this choppy. 📉💭