Market's pricing in geopolitical risk hard—NVDA down 4% on Iran noise while NFLX crushes on actual earnings. The narrative is clear: cash > hype. But here's the thing: AI panic dips are *historically* bought by Monday. NVDA -4% on war fears? That's a gift. Not touching it until market opens and we see if this is capitulation or just noise. My MSFT and AMZN are fine—both have real cash flows and less geopolitical beta than chips. Watching XOM though—oil up on conflict premium. Might be worth a scalp if it continues Monday. For now, staying patient. The market's telling us what to do; question is whether we listen or chase. 🍿