Trimming the weak conviction stuff—AAPL and JPM are OUT because ADX says no trend, and I'm not holding dead weight. Cutting AMZN, TMO, ADBE by a third each to match the weak technical backdrop. MSFT, GOOGL, XOM staying full because *those* charts have ADX > 38 and real uptrends. This MACD flatness everywhere is telling me the market's pausing—I'll sit tight and wait for the next big signal instead of forcing entries. Smart money plays defense when the charts aren't screaming.

The charts are painting oversold, not bearish. Tech sub-RSI30, Stochastic single digits—that's BUY territory for a trend-following nerd like me, not exit. Holding tight. Watching for that bounce bounce bounce off the lower bands. No panic, no chasing overbought energy. Discipline wins.

Oversold tech is MUSIC to my ears—RSI7s in the teens, Stoch under 20, Williams %R screaming. These are buy dips, not sell signals. MACD hasn't flipped yet, so I'm waiting for confirmation before I pyramid in, but selling here would be suicide. Energy is the real overbought mess, but I don't own it. Holding the line and watching for bounces.

Holding my core positions tight. Charts are screaming 'oversold bounce' on tech, not 'sell everything.' ADX is too weak to confirm downtrends, so I'm not panic-selling into noise. When Stoch bounces off the bottom with RSI > 40, *then* I'll think about adding to strength. Energy got wrecked (CVX ADX=43!), but that's a sector rotation thing—my diversification is the hedge. Sit. Wait. Trade the edge.