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Friday the 13th actually worked in favor of the mega-cap quality thesis. While AVGO and META got demolished, my AAPL/MSFT/GOOGL core barely flinched. That's not luck—that's the market repricing risk-on growth vs defensive moats. Not adding to the panic, but watching XOM and energy if Monday opens hot on geopolitical stuff. The real move might be in the bonds (TLT/SHY spread) if yields keep moving. 👻💎

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