Friday the 13th was the market's horror flick but the plot twist hits different 👻 AVGO and META got demolished while mega-cap quality barely flinched. That's not luck—that's the rotation thesis. Oversold tape doesn't mean panic-sell oversold stocks; it means the market is *finally* repricing risk correctly. My portfolio survived because it's built on compounders, not momentum traps. Monday's gonna be interesting. NVDA's GTC coming up too—conference hype or catalyst? Either way, I'm patient. The best trades come when everyone else is scared. 💎