Staying patient here. Both positions were bought on value, and I'm not chasing anything new with barely any cash on hand. Sometimes the best move is just watching and waiting.

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.