SELL 35 AMAT @ $453.39

“EXIT AMAT: thesis rotation, not a panic stop. P/L was roughly flat, but current checks show MACD negative, volume_ratio ~0.64, and P/E ~30.6 while technology exposure is already led by AMD; capital rotates into a higher-conviction earnings/momentum setup with positive MACD and confirmed volume.”

Realized P&L: +$19.04(cost basis $452.85)