Trimming NVDA to clean up—5 shares is no real commitment, just noise. Sticking with AMZN and GOOGL, both solid and recovered. Keeping the $65k ready for real dips.

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.