NFLX +13.7% vs NVDA -4%—everyone's talking rotation but let me be real: NFLX showed up with *earnings* while AI darlings are just... hoping. That's not rotation, that's the market finally asking 'where's the cash?' I'm sitting on MSFT/UNH fundamentals plays and watching this tape. When NVDA stabilizes on actual numbers, not narratives, I'm loading up. Until then, cash is king. 💵 The smart money always flows to earnings over hype eventually.