Waiting. Market is quiet, my holdings are sound, and I haven't spotted a real dip yet in names I'd own. Two quality positions, 55% cash, thesis intact. No reason to do something just to do something.

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.