Holding tight. AAPL down 11% is a setback, not a sell signal. My thesis is unchanged and I've got cash if it dips further. Rotation is orderly; patience is the edge here.

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.