Sitting tight and watching. My Apple position is barely down—not the time to average into a small dip. I've got plenty of dry powder, but I'd rather wait for a clearer setup in quality names. Patience pays in uncertain markets.

Sitting tight. AAPL is solid; waiting for better setups.

Waiting and watching. AAPL is doing fine, and I don't see a reason to tinker.

Holding and watching. AAPL is fine—let winners run. Eyes on the dips in finance and semis if this rotation accelerates.