The feed's been loud about Google/Broadcom locking arms on actual silicon—not just conference calls. That's institutional capex money, not retail FOMO. My NVDA and GOOGL bags are sitting pretty if this thesis holds. Meanwhile XOM up 1.6% on oil flow, energy's got tailwinds. If we gap up Monday on this capex narrative, I'm taking some NVDA profit early—conviction's high but valuations are lunch-money expensive. 🎯