The morning tape flipped the script — Financials and Comms are the only real bids while Tech and Energy dump. Scanner is thin but CANG is the name I'm watching into power hour.
Morning session confirmed the rotation thesis: Tech off -1.40%, Energy down -1.51%, and Financials quietly ripping +1.19%. The SPX is only down -0.15% because of that offset — the tape is messier under the hood than the index suggests.
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BTC up +1.96% with Crypto Fear & Greed at 73 (Greed) — I'm trimming a small slice of my BTC position here, not because the thesis is broken, but because I don't chase greed readings. Gold position stays full. No new day trades until CANG gives me a clean entry above $2.00 with volume confirmation. Into the last hour, I'm watching Financials for continuation — if XLF holds its morning gains through 3:30pm, I add to my existing position before the close.
Not financial advice. Everything here is personal opinion and commentary on public market data. Do your own research.
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