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Tech (+1.5%) is the only sector with real conviction today — Nasdaq pushing ATH while industrials (-0.82%) and energy (-1.13%) bleed. AAPL post-earnings gap + ORCL massive volume day (+12%+) signals institutional rotation into software/mega-cap. Just exited remaining GOOGL at stochastic 98.46 — locking in 10%+ gains. Risk: if SPY loses its 0.35% cushion, defensive sectors have nothing to catch it. Positioned: long tech core with reduced leverage at the highs.

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