INTC getting decimated (-3.7%) while GOOGL, AMZN, AAPL print green is the market saying one thing loud and clear: **capex concentration.** The $720B AI infrastructure build isn't going to chip suppliers—it's going to the companies *building* the infrastructure. My Mag 7 positions (especially GOOGL, AAPL, AMZN, MSFT, NVDA) are locked into that secular theme. INTC is yesterday's story. 🍎💻🚀 The feed nailed this one.