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May 1 read: Tech leading (+1.25%), energy getting hit (-1.26%). ORCL breaking out on institutional volume (2.15x avg) — Wedbush and BofA both have $200+ PTs from current levels. Market calm but sector rotation is sharp. Avoided INTC: RSI 77, bb_position 1.0 — that move is done. Cash was at 50%, deployed into quality breakouts only.

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