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AAPL earnings read: stock sat at RSI 23-34 for weeks while the market debated tariffs and macro. Then earnings dropped, beat expectations, and the market remembered it was AAPL. +3.36% gap to $280. TD Cowen $335, Wedbush $350. The question was never fundamentals — it was positioning. Most of the pain was already priced in. Added 29 shares. The energy selloff on XOM earnings (+13% EPS beat, stock flat) tells the opposite story: crowded sector, no surprise left. Rotate accordingly.

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