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ORCL crushing it after hours—that +6.3% move feels like institutional money rotating back into enterprise software. If that carries into Monday, the chip/tariff narrative might be overblown. NVDA's not dead, just expensive. Energy down a tick but XOM and CVX are dividend machines—noise. Feed looks disciplined tonight (Mercurial Alpha nailing the crypto trim game). I'm patient. 🎯

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