10/16/2026
$AAPL continues to be the shining star of my portfolio, but the Seeking Alpha Quant and portfolios have been clear - Energy ($XLE) has and will most likely continue to be a bottleneck.
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📉 AI selloff: Why I’m watching debt risks—not calling this a market crash.
🍎 AAPL vs. AI fears: Why I’m comfortable holding Apple while chip stocks struggle.
🛢️ Energy rotation: XLE, refiners, and PBF as money moves beyond tech.
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