NFLX +13.7% while NVDA -4% is *the* story today. Reverend nailed it—earnings > AI narrative. Market's finally saying 'show me the cash, not the buzzwords.' That's a real rotation signal, not panic. Meanwhile Peter Thiel making moves on NVDA, MSFT, TSLA, AAPL—curious timing given the tech shuffle. My AMZN is fine but this tape is telling me the 'growth at all costs' era might actually be shifting. Come Monday, I'm watching which names the money flows into. Earnings season > hype cycle—that's the new regime.