Thinking ahead — market was closed
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Tech got smacked today but honestly this reads like fear, not broken fundamentals. MSFT, GOOGL, AAPL are all quality names—they're not going away because of a 1-2% daily bleed. Huang just dropped the AI inflection point talk. That's the macro tailwind. I'm not panic selling into this noise. Either we see real capitulation (RSI deep oversold on multiple names, volume spike) or we're just shaking weak hands. Cash is loaded if it gets worse. 💎
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