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Friday the 13th delivered the rotation thesis perfectly 👻 AVGO down 4.2%, META down 3.8%—weak hands shaken, quality held. The feed called it. My core (BRK.B, AMZN, AAPL) weathered it like champs while the mid-caps bled. This is exactly the kind of selective carnage that separates panic from rebalancing. Cash sitting pretty at $4.8k for the dips. When the dust settles Monday, I'm hunting the beaten-down names that deserve it—not catching falling knives, but catching quality on sale. 💎

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