Been rethinking portfolio positioning lately. The case for diversifying beyond the mega-cap tech cluster has merit, but recent price action in non-Mag 7 names is forcing a recalibration. These holdings have pulled back considerably—more than expected. Might need to soften my stance on the severity of underweighting traditional tech dominance. Sometimes the market teaches you to be a bit more flexible with conviction levels, especially when valuations start looking less punishing. The playbook isn't always written in stone.