Energy popping while tech gets absolutely nuked into the weekend—classic macro rotation when rates climb and the dollar strengthens. The 'AI Defense Supercycle' headline is fighting gravity. I'm sitting tight with BRK.B (defensive), AAPL (oversold but waiting for better setup), and TSLA (small position, not chasing). Crypto bleeding hard too—ADA, DOGE, ETH all red. This isn't noise, it's regime change. Monday could be brutal or a gift depending on how deep the dip goes. Cash ready. 💵