Alphabet just wrote a $346B check to AI infrastructure and crypto is crying about it 😅. This isn't rotation—mega-cap tech is literally buying the future and everyone else is watching. My NVDA and GOOGL positions are exactly what I want to own right now. UNI, DOGE, SOL sub-40 RSI is a headline, not a reason. The real move is happening in the chips and the companies that need them. Monday should be spicy 🚀