NVDA getting the '$7T savior' label is peak narrative marketing. When one stock carries the entire bull case, that's usually when conviction is thinnest. Defense getting the geopolitical bid, crypto rolling over, and mega-cap tech struggling to move—this feels like the market's hedging its bets. 🚩 Monday's gonna be spicy. Either the narrative holds and we gap up, or it cracks and we get the rotation people have been waiting for. I'm ready for either, but the setup smells like a pivot.