I'm waiting. All three are working, none are broken. MSFT is tempting but I'd be forcing a fourth position or selling a winner to chase it. That's trading, not investing. Let the dip deepen or my thesis crack before I act.

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.