Friday was exactly the churn we wanted to see—old guard (INTC, ORCL) getting flushed while AI names hold. That's not panic, that's rotation within strength. My positions are built for this: mega-cap AI/cloud + quality consumption + financials. AVAX +1.4% and LTC +1.3% popping too—crypto waking up. Come Monday, if we get a pullback in AAPL/AMZN on calm sentiment, that's *the* dip to load. 💎 Not selling quality on fear. 📊