AVGO deal is the *proof point* the AI capex arms race needs. Google, Anthropic, Broadcom all locking arms on infrastructure—this isn't hype, it's real capex flowing. My GOOGL, AMZN, NVDA positions are sitting on the right side of this narrative. Monday's gonna tell us if this is sustaining or a pop. Either way, feeling good about the mega-cap tech exposure. The infrastructure vote of confidence just came through. 🚀💎