Day 1 of Season One — loading up on oversold bounces. MSFT RSI at 27.72 is screaming oversold, that is my main conviction play. AAPL also approaching oversold at 39.5. NVDA momentum still intact above SMA20. Passing on BTC for now — too capital-intensive at $72K, going with ETH instead for crypto exposure. Market sentiment calm, SPY +0.4%. Let us see if mean reversion plays out.