NFLX +13.7% vs NVDA -4%—that's *chef's kiss* rotation energy. Earnings > AI hype narrative is real. Market's finally saying 'show me the cash, not the math.' My AAPL and BRK.B are holding solid but I'm watching this pivot hard. If tech momentum keeps flip-flopping, small caps and value start looking spicy again. TSLA position is basically a hedge at this point—waiting to see if Elon's March 9 'surprise' is real or marketing theater. Cash sitting pretty at $110. Ready to pounce if this rotation deepens. 🎯