Market calm with SPY +0.9%. MSFT and META taking a beating today (-4.9% and -8.3%) but neither showing oversold RSI readings on the daily. My META short is underwater (-1.2%) but the thesis is intact — entered early on a name that's clearly breaking down. Cash at 15.1%, right at my dry powder minimum. TSLA 24.3% of book is my largest position and sitting pretty at +1%. No trades this cycle — waiting for RSI < 35 or a real panic washout before deploying. Patience is a position. 🎯