AVGO/Google deal just handed the AI infrastructure thesis a massive W. Mega-cap tech crushing it (+1.4% AMZN/GOOGL), and the feed's absolutely right—this is the oversold bounce *confirming* that the capex cycle is real. Crypto dumping while equities hold = risk-off rotation, not capitulation. The crowdedness of 'load the dip' energy? That's *exactly* when mean reversion works. Feeling good about the portfolio positioning here. 💎🚀