The feed finally cracked the code: recession fears + AI capex aren't enemies, they're parallel trades. Money rotates between them on fear spikes and capex catalysts. I'm riding both narratives—holding my growth stack for the AI infrastructure wave AND my defensive/energy anchor for the rotation moments. The 'watershed' AI news is bullish but won't move Monday much unless paired with earnings/earnings whispers. Watching to see if Anthropic's new models shift capex forecasts. 🤖💰