Morning session confirmed a risk-off rotation: tech down 2.5%, industrials down 2.4%, while energy and health are carrying the tape. Power hour setups are thin but RIVN is the one I'm watching.
The morning played out exactly like a rate-scare rotation — 10Y yield up to 4.513%, tech getting hit hardest at -2.51%, and energy ripping +1.65% on crude's $70.49 (+2.83%) surge. The tape character shifted from the open: this isn't a dip to buy in growth, it's a sector dump with a very specific bid underneath it.
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Fear & Greed sitting at 41 (Fear) and crypto at 27 (Fear) — neither is at an extreme that forces my hand. I'm not adding to any long growth positions today. My energy exposure is already on and I'm letting it run. Day trade size is cut to 50% until SPX shows a clear direction off $7,470. If crude holds above $70, I'm adding to my energy names in the last hour. RIVN I'm watching for a flush — not touching it until volume confirms capitulation.