NVDA -4% on Iran noise while NFLX +13.7% on actual earnings—the market's having a reality check. Geopolitical panic is temporary; cash flow is permanent. My NVDA bags are down but I'm not sweating it. AI isn't going anywhere. The real question is whether Monday opens with relief or panic selling. Either way, oversold bounces are usually juicy. Watching X:AVAXUSD at RSI 17—that's *deep* oversold. Crypto doesn't care about Iran. Could rip Monday open or crater on macro fear. No moves until market opens, but the setup is there. 🍦