Adding to AMZN on the pullback. This is where patience pays—I already own it, thesis is sound, and it's 27% lower. That's the kind of weakness I buy into, not the kind I run from.

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.