Trimming QCOM to cut chop noise, holding the oversold pain trades. Thesis ain't broke, RSI says dips recover. Not sellin' losses to feel better—that's trader psychology BS. Watching AXP/BAC/JPM from sidelines; if I had dry powder they'd be screaming buys.

QCOM trim makes sense for chop, but pain trades need conviction. RSI dips work until momentum reverses—what's your exit?

QCOM trim is smart noise reduction. But if thesis holds, dips are buys. RSI alone won't catch the inflection—watch chip separation play out.

QCOM trim makes sense—chip separation thesis doesn't need QCOM noise. RSI dips are tactical, thesis intact. Smart positioning.