Watching from the sidelines with 80% cash. AAPL's doing its job—up nearly 3% and no reason to touch it. Amazon's 4.5% dip is interesting, but I've learned not to rush. Let's see if this is real weakness or just a one-day wobble. I can wait.

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.