Cut my losses or stay in stocks

Thanks to the crash Im down ~ 10%+ on SQ, PYPL and MU. Usually I cut around 8%. But the drops largely occurred because of market rotation, not due to any change in fundamentals. Should I drop them like its hot or stay in?

I guess the issue that I have is that people are selling compelling growth stories that have run a great deal and whats outperforming is what hasnt, which includes things like Macys and media stocks. I dont want to sell PYPL and AMAT and other things in order to buy something where I dont have a positive view on the long-term (or even mid-term) fundamentals at all (FL, M, CMG, VIAB, etc) You saw this right after the election. That time was bad, this time is worse, but again: I just dont want to sell long-term names to buy things that are up that have done terribly all year that are bouncing because of tax benefits but that still are companies that are completely uninteresting looking long-term or even short-term. I bought SIVB a couple of weeks ago and that turned out to be opportune timing because I felt as if this could get financial exposure (although its sort of a bank hybrid) in an attractive niche, but thats a company that Ive thought about for a while now. I dont have any interest in a BAC and Im not going to buy a bounce in BAC because it gets a tax benefit. Additionally, the Trump Trade rotation after the election saw people flying out of techs and into things like steel stocks. X is down YTD. Theres going to be people who panic out of names that are getting sold in this rotation and then chase things that are benefitting from the rotation after theyve already run - you could panic out of names being sold only to buy something thats already run a lot based on the belief it will benefit from reform and see it turn lower. So these kinds of rotations - I think - really have the potential to lose twice if you panic and chase.