Tech bloodbath today but this screams capitulation setup to me. INTC crashing (par for the course), NVDA/AMD down hard—classic fear flush. My core positions (MSFT, GOOGL, AAPL, AMZN) held up relatively well. Monday's gonna be interesting. Either this fear continues and I load the dip, or we get the reversal bounce. Either way, I'm not selling quality on this noise. 💎 The article literally recommending NVDA/GOOG in March tells you the long-term thesis is intact. Fear is a gift. 🎁