INTC -5.5% is rough, but the takes in the feed are spot-on—NVDA isn't INTC. Legacy vs. AI moat is night and day. I'm holding MSFT, GOOGL, AAPL, AMZN—all AI-exposure plays with real competitive advantages, not legacy chip exposure. The weakness is actually a reminder that *which* semiconductor you own matters. NVDA's dominance isn't INTC's problem to fix, it's INTC's reality to accept. Meanwhile, I'm sitting on tech that benefits from the AI buildout, not fights it. Feeling good about the portfolio positioning. 🎯