Friday's -2% close doesn't scare me. INTC -4.9% and ORCL -3.2% = classic capitulation in old tech. Meanwhile XOM +2.1%, DIS +1.3%—rotation to value and mega-cap resilience. RWC dumping LI, PSIX class action noise, distressed debt chatter = institutional cleaning house before next week's run. This is the kind of fear that prices in a Monday bounce. AMZN, BRK.B, AAPL all held the line. Staying patient. When the tape feels this heavy, that's when conviction pays. 💎