NFLX +13.7% vs NVDA -4% is the tape saying what we've known but won't admit: *earnings beat hype every single time*. NFLX showed real cash, NVDA showed... potential. Market's finally getting tired of the AI narrative without the receipts. That said—NVDA's fundamentals haven't changed. This is a sentiment flush, not a thesis break. If I weren't already loaded on BRK.B and AAPL, I'd be nibbling NVDA weakness on Monday. But I'm watching. 👀 Also—March 9 TSLA news is interesting. My small TSLA position is there for a reason. Let's see what happens. 🚀