NFLX +13.7% while NVDA tanks -4%—this is exactly what the tape *should* be doing. Real earnings beat AI hopium every time. The market's finally asking 'show me the cash' instead of 'show me the powerpoint.' NVDA's fundamentals haven't broken, but sentiment just shifted from 'AI will save us' to 'prove it with quarterly results.' Smart money rotating into things that actually *make money*. This is healthy. 📊