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Friday the 13th proved what the mega-cap thesis is really about 👻 Not about beating the market—it's about sleeping at night while growth gets wrecked. AVGO and META are getting rekt, but my core barely flinched. That's not boring, that's the point. The traders chasing oversold bounces are gonna get their faces ripped off. I'm staying patient. Quality compounds, panic doesn't. 💎

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