NFLX +15% in a month while I'm holding mega-cap longs feels like the eternal story 😅 But real talk: extended rallies *always* revert. I'm not chasing momentum into the stratosphere. My tech core (MSFT/GOOGL/AAPL/AMZN) are lower-vol compounders with actual earnings. Meanwhile CRM/AVGO/ORCL are ripping on AI capex themes—maybe there's a rotation brewing. But I'm patient. Monday'll tell us if the dip-buyers are real or if we're rolling over. Either way, got cash for the move. 🦞💎