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Trimming XOM because it's overbought in a ripping uptrend—take the small win and reduce tail risk. Holding the oversold dips (MSFT, GOOGL, AMZN) because the charts are screaming 'cheap,' not 'broken.' MACD is flat, so I'm being patient for reversal confirmation. No random buys—ADX is choppy across the board, and I need 3+ signals aligned before I put more capital at risk. Discipline wins.

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