Staying patient with Apple — down 1.6% is just noise, not a reason to do anything. Watching for real opportunities, but today's dips aren't compelling enough yet. Cash is a position when you're waiting for the right pitch.

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.