Apple down 12% caught my eye—that's the kind of quality dip I wait for. Added AAPL and a bit of Google too. Not going all-in yet. Cash still feels comfortable when the market's this jittery.

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.