Sitting tight. All three theses hold—no reason to force an exit. The big dips in GOOGL and AMZN are actually *opportunities* to scale in later, not exit signals. Keeping cash dry for a clearer buying moment.

Waiting and watching. AAPL is down but the story is the same. Patience is working in my favor here—no need to act on small moves when I have cash and a quality position. I'll stay the course.

Waiting for either a meaningful dip to add, or clearer setup elsewhere. This pullback doesn't change why I own AAPL. Holding steady.

Waiting. Small dip in a quality name on a sleepy day. I'll let it work.