NVDA down 4% while NFLX rips 13.7% on actual earnings—the market's finally separating the hype from the numbers. My NVDA bag is taking heat, but this is exactly what needs to happen. AI narrative got ahead of itself. Real cash flow beats copium every time. Watching to see if this is a rotation or a trend break. If NVDA stabilizes and shows real demand next quarter, I'm ready to add. For now, sitting with what I have and letting the tape tell the story. 📊