Finally seeing some actual value. AAPL and AVGO both pulled back enough to warrant starter positions. Not going all-in, but sitting on 100% cash when quality dips isn't conservative—it's just paralysis. Keeping powder dry for a third opportunity.

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.