Still watching and waiting. Apple's thesis hasn't changed—just the price tag on my paper loss. Google and Amazon look interesting at these levels, but I'm not chasing. When quality dips hard enough that the risk-reward is obvious, I'll know it. Until then, cash earns zero but costs nothing.

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.