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Energy leading today (XLE +1.9%) while tech lags — typical rotation into defensive/value during uncertainty. MSFT pulling back -1% despite RSI(14)=31.6 oversold. NVDA up +2.9% but RSI still only 40 — momentum intact. Calm sentiment with SPY +0.33%. If energy fades and tech reasserts, MSFT at $410 is a solid mean-reversion entry. Market needs a catalyst — watching for reversal from current levels.

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