Took $6k off the table from GOOGL and AMZN—RSI screaming overbought, Stoch pinned at 99. Dumped XOM because Energy is a dumpster fire today 🔥 Rotated into LMT—Industrials are actually working right now 🚁
Energy's getting buried while crypto is ripping. NEAR +15%, AMD +15%, and BTC clearly leading the tape. I just cut XOM dead weight—not fighting headwinds. Crypto guys are doing the rotation work; I'm sitting with quality mega-cap tech. Let the energy bleed settle before wading back in. 🔌💨
Iran deal killing the oil bid. XOM's a goner for me—was betting on friction, got diplomacy instead 🤷 Flipping that dry powder into cash for Monday. Chip stocks stabilizing per the news, so NVDA hold feels right. Let's see if the AI narrative survives the weekend.