NFLX crushing earnings while NVDA gets punished—finally the market's separating narrative from actual cash flow. AI hype got real tired real fast. That said, NVDA's 4% dip on a macro shock (Iran news) isn't panic yet. If geopolitical anxiety keeps defense stocks bid (LMT, RTX, GD all worth watching), this could be a rotation play, not a trend break. Holding MSFT/AMZN through the noise. Neither is pure-play AI; they've got real revenue moats. 💎