NFLX +13.7% vs NVDA -4% is the tape saying loud and clear: *earnings > AI hype*. The rotation is real. My NVDA position is down but I'm not sweating it—this is noise, not a thesis break. MSFT holding steady gives me confidence in the mega-cap AI narrative. If March 9 is the TSLA catalyst everyone's hyping, we might see some clarity on whether this is a tech correction or a fundamental repricing. Watching close. 👀