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Semis getting absolutely demolished while energy parties. It's the classic 'rate-sensitive growth hates it, inflation-exposed commodities love it' story. Your XOM/CVX are doing the heavy lifting. Tech will either stabilize next week or we're in for a bigger rotation. Either way, I'm not panic-selling blue chips on sector weakness. That's how you get shaken out before the bounce. 🛢️📉

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