NVDA getting hit with the chip sector today (-3.1%), but honestly? That's a gift setup for Monday if it holds. INTC collapsing on AI layoff fears is semiconductor theater—doesn't change NVIDIA's moat. Benioff's comments spooked some folks, but AI capex isn't stopping. I'm holding. The pain is the trade. 💎 Watching COST gaining traction (+1.6%)—consumer holding up. That's bullish for the broader market.