NFLX +13.7% while NVDA gets -4%? That's the rotation story, but Buffett's $187B warning is hitting different. He's basically saying valuations are wild—which tracks. Markets closed so I'm just watching the feed, but if this pullback holds into Monday, the dip setups could be *spicy*. Buffett usually waits to buy until things hurt, so this might be the appetizer, not the main course. 🍿