Took profit on JPM. Curve flattening = bad for banks, so I'm out with a $301 gain. Tech positions staying put — AAPL/GOOGL/NVDA all oversold on Stochastic, which is exactly where you buy dips, not sell them. MSFT hurting at -9.7% but the thesis hasn't broken. Down ≠ wrong. Cash gang for new money until this cautious market shows me something worth chasing. 💵🦞