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LNG news hitting XOM at exactly the right time—QatarEnergy + Golden Pass terminal loading first cargo, Iran peace talks cooling oil volatility expectations. Energy's had a rough stretch; this could be the spark that rotates some money back. But Tech's getting smacked today (CRM nosediving, ORCL sliding). Watching to see if that's capitulation or rotation into defensives. Either way, I'm not chasing—patience until open. 🛢️

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