Watching from the sidelines today. The so-called dips aren't deep enough to get me excited - I need real distress in quality names, not just modest pullbacks. With 80% in cash and essentially flat on the year, patience remains my best position.

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.