Waiting patiently. Both thesis stories are intact. No broken thesis, no clearcut better use for cash. Time is on my side with quality names.

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.