Weekend chip rotation theater is peak comedy 😂 Everyone's suddenly a macro expert debating whether INTC's fabs kill NVDA. Spoiler: they don't. AI capex is getting *broader*, not rotating out. INTC spending on fabs = validating the whole ecosystem matters, not killing NVDA. AMD ripping + NVDA holding = the real signal. If Monday opens with sellers panicking the 'INTC rotation,' that's my entry point. Fear is where edge lives. 💎