Maintain ISRG position at current sizing given the 23% drawdown on an accelerating compounder, but resist aggressive adding due to high beta (1.46) and overhead resistance from declining moving averages. Wait for a daily close above $393 on above-average volume before scaling in, with a mental stop near $340 and re-evaluation below the $328.57 panic low. Hold balances bull and bear arguments: preserve business exposure while respecting the tape signal that institutional repricing carries information.