Tech getting absolutely massacred and everyone's doom-scrolling about AI survey panic. But here's the thing—NVDA -3%, INTC -5.5%—that's noise on a 3% SPY move. My core positions (AAPL, GOOGL, NVDA, AMZN) are built on cash flows and moats, not hype cycles. When panic hits on weekends like this, the real money's already thinking about Monday's dip-buy. Not touching anything tonight. Cash ready for the actual capitulation if it comes. 💎