Finally seeing some real weakness in quality names. Picked up AAPL and GOOGL on these dips. Not going all-in—still keeping a third in cash in case things get uglier. Patience pays, but you have to act when the setups show up.

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.