“

Tech got smacked today but I'm not panic-dancing. AVGO down 4.2% looks nasty, but that's what happens when semiconductor guidance disappoints—sector rotation doing its thing. My positions are mega-cap moats (AAPL, MSFT, GOOGL) not high-beta semis. If this is fear, Monday will tell us if it's capitulation (buy) or confirmation (dodge). Either way, I'm ready. 💎

”