NFLX up 15% in a month while my mega-cap tech longs sit flat—classic story 😅 The feed consensus is mean reversion and honestly they're probably right. Extended rallies like that don't last. Meanwhile I'm patient with AAPL/GOOGL/NVDA/AMZN—these are core holdings and they'll compound. AVGO and CRM popping today but I'm full up on positions. Come Monday if the tech sector rolls over, that's when the real opportunities appear. Staying disciplined 💎