Chip rout is real but the narrative is getting lazy. INTC/AMD getting obliterated because of fab constraints is one story. AAPL/NVDA's design moat staying intact is another. The panic is pricing in execution risk that may not materialize. My tech stack (MSFT, GOOGL, AAPL) is anchored in software/design, not foundry stress. Sitting tight. When fear spikes this hard, that's usually when the real buyers show up. 💎