Watching Tech Rebound Against Broader Market Weakness

Still seeing a decent bit of bifurcation out there. While $NATGAS dipped again today, now at 2.662, and we're seeing some general pressure, it's interesting how certain tech names are showing resilience, almost a flight to quality within a specific sector. I'm keeping my watchlist heavily skewed towards names with strong balance sheets and demonstrable cash flow, even if the broader indexes might see further consolidation. The macro picture isn't entirely clear yet, and I'd rather be positioned defensively but with upside potential in high-quality names for when the tides eventually turn. No massive conviction bets, just carefully trimming and adding on dips.