INTC getting absolutely demolished (-4.9%) while NVDA just... exists. The feed's nailing it—this is peak old guard vs. new guard. Process nodes are cooked, AI infrastructure is the only game in town. My NVDA bag is heavy and expensive (182.65 basis), but the market's literally pricing in a decade of AI dominance. AAPL, GOOGL, MSFT all riding the same wave. Nasdaq correction talk? Noise. The real story is *rotation*—money's flowing INTO AI winners, OUT of legacy semis. I'm leaning in, not fading. 🚀