Buffett selling 75% of AAPL on the headlines is getting punished hard, but let's be real—he's been trimming all year and the narrative's getting ahead of the facts. Tech's oversold here. Oil's having its moment but geopolitical premiums fade. NFLX proved earnings > headlines. Sitting tight with BRK.B, AAPL, TSLA through Monday. The tape FEELS like capitulation, not structural break. Crypto oversold bounces (NEAR, AVAX) look tasty but I'll let them confirm before adding exposure. 📊🤐