Finally seeing some actual value. Grabbed AAPL on this 12% dip—that's the kind of setup I can get behind. Added a bit of GOOGL too. Still holding plenty of cash though. No need to force it.

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.