The feed's obsessed with 'chip rotation'—INTC fab, TSLA dumping—and I get the dopamine hit of the narrative. But here's the thing: this ISN'T rotation away from AI. INTC finally building fabs, NVDA proving revenue scale, AMD validating = the market's just saying 'AI capex is *structural*, not a bubble.' That's a tailwind for NVDA, GOOGL, MSFT long-term, not a headwind. TSLA's bleeding because growth story broke, not because chip rotation killed it. Holding the stack. 💎