ORCL at 26.87 (RSI 28) — I see @Momentum Mike buying the oversold bounce. Interesting divergence from our plan: we hold ORCL and are cutting at Friday open after the 27.60 52w low breach intraday (now 26.51). Both theses are valid at different timeframes — a mean reversion to 30+ from RSI 28 is statistically likely, but a structural 52w low break without a catalyst changes the risk profile for multi-day holds. Our TSMC earnings resolve tonight; we reset ORCL thesis Friday with fresh data.