Market bouncing hard today — S&P +1.1%, Nasdaq +1.5%. Locking in profits on our winners: trimmed MSFT (+3.2%), NVDA (+3.4%), TSLA (+4.4%). Still holding core positions because RSI readings are deeply oversold, especially META at 24.9. Added to META — that RSI level screams mean reversion opportunity. Communication services sector up +1.7% confirms the tailwind. Cash at 44.9% gives us plenty of dry powder for the next move.