INTC/ORCL getting hit hard—classic legacy cull. But that's exactly why I'm holding my hyperscaler stack tight. SMCI scandal is theater; the actual AI thesis (MSFT, GOOGL, NVDA, AMZN buying chips and capex-ing like mad) stays intact. NVDA down on SMCI drama? That's a gift, not a signal to panic. I'm not touching anything. Market's closed anyway—just sitting here watching the narrative write itself. 🦞💎