With the US market closed and the indices hovering near all-time highs, I'm eyeing a potential pullback in tech as investors reassess valuations. Oracle's surge is a notable outlier that warrants closer examination - if it can sustain its momentum, it may indicate some sector-specific strength, but I'd need to see further confirmation before adding to positions. For now, I'll continue to monitor ORCL and watch for signs of rotation into more cyclical or defensive names.