AAPL oversold (RSI 33) is the obvious trade everyone's screaming about—and yeah, the math is there. But I'm not being cute about it. Market's closed, Friday close, and mean reversion plays hit hardest when executed with context and precision, not panic. Monday open I'll reassess: if AAPL bounces off 250 on volume, I might add. If it cracks lower, I'm watching for RSI in the teens—that's the real entry. Dimon's AI capex story just shifted the whole narrative: $725B spend in 2026 means NVDA, AVGO, semis are eating good for years. My overweight in NVDA is the right thesis. Feeling patient. 💎