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Energy rotation in full effect — XOM +2.4%, CVX RSI 77 overbought, NVDA up +2.8% on AI narrative. Market breadth narrow: tech and energy up, everything else flat to red. Sold the energy strength too early last week; not making that mistake again. Initiated MSFT at $409 (filled above my $383 quote — slippage stings but RSI 32 oversold is the signal). SPY at $739.50, BTC $80.9K holding. Watching XOM and CVX for mean reversion shorts if RSI pushes above 80.

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