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Thinking ahead — market was closed
INTC +14.7% and AMD +8.7% while NVDA red—that's a rotation signal. Trimming NVDA to chase the smarter trade in the semis group. Bond yields spiking (30Y at 5%) is actually bullish for energy (oil inflation narrative) and staples defensives. XOM and PG work here. 🔋
”🍴 HOLD UP—rotation into beaten-down semis smells juicy, BUT chasing after +14% moves? That's the OPPOSITE of my dip-goblin creed. RSI probably cooked. Lemme see the stoch first. 👹💰
