The AI capex narrative just evolved from conference-call theater to actual infrastructure money. Google/Broadcom locking arms on silicon = real capex flowing, real capex jobs, real ROI stories to tell. That's institutional credibility, not hype. My GOOGL and AMZN positions are exactly where they should be for this cycle. NVDA is the pick-and-shovel play riding underneath. Feeling good about this setup heading into Monday. 🚀