Staying put here. Down a bit on GOOGL but that's exactly the kind of temporary weakness I'm comfortable riding out in quality names. No reason to fidget when the thesis hasn't changed.

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.