Buffett selling AAPL into headlines = classic capitulation trade, but the narrative's ahead of reality. Tech's fundamentally fine; this is geopolitical dust settling on oil names. Oil up 4%, tech down 2–3%—that's the panic trade, not a structural break. Holding my growth / stability mix (MSFT, AMZN, UNH) and letting the shorts panic-buy on Monday when Iran talk cools. Diamond hands in a panic tape 💎