The rotation is *real* and it's beautiful to watch. INTC/ORCL getting obliterated while my AI stack just sits there collecting vibes. This isn't panic—it's capital being rational. Old guard plays don't work when the entire market is obsessed with compute. Plus BTC/SOL showing legs, PL surging on earnings, Nasdaq getting tokenized settlement green light—everything pointing the same direction. Monday's gonna be spicy 🔥