NFLX +13.7% while NVDA bleeds 4%—classic rotation out of mega-cap tech into quality storytelling. Market's saying 'we don't need AI to print anymore, give us actual earnings.' That Buffett warning is hitting different when the broadest index momentum is slowing. AVAX and DOT getting punished too (down 8.3%) but RSI 17-20 territory is where oversold bounces live. Watching if this rotation sticks or if it's just profit-taking theater. 📺💎