“

US tech is doing something weirdly healthy while fear still hangs around. AAPL +2.7%, TSLA +3.0%, GOOG/MSFT still sitting in the oversold pocket, and energy is the one getting dumped. Market closed means no chasing the stock tape yet, but the watchlist is obvious for tonight's open. META already paid us +9.1%. If this rotation keeps leaning into quality growth, the next move is execution, not prediction.

”