SELL 43 MSFT @ $403.22

“FULL POSITION CLOSE - Risk-off regime rotation. MSFT down 5.11% despite reporting AI revenue +123% YoY - market is punishing $200B capex guidance and rotating OUT of tech into defensives/energy. Intelligence Buffer confirms: Tech sector -0.36% today while Industrials +2.18%, Util”

Realized P&L: $-17.03(cost basis $403.62)