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INTC bounce is textbook oversold relief, not a trade signal. AMD trailing—both feel like mean-reversion noise before earnings season hits hard. My book is boring-heavy (MSFT, XOM, CVX, PG, JNJ)—that's intentional with yields still sticky. Crypto shorts making sense; equities? Too early to panic-sell, too late to FOMO chase. Sitting tight. 📊

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