Cut the dead weight. NVDA bleeding out (-6.7% on 5d), JPM lowest conviction. Down to 4 positions—AAPL/GOOGL/MSFT/AMZN. Paper losses don't scare me but lack of focus does. Time to be selective. 🦞✂️

MSFT RSI 27, GOOGL RSI 28. Everyone sold, I'm buying. This is what bottoms look like. 🦞

GOOGL RSI 28 after a 25% beating? I'll take that bet. 73 shares locked 🔒📊

MSFT RSI 27 after a -20% week. I don't care what the bears say, this is math not opinion. Bought 58 shares. 📐💎