INTC getting smoked while NVDA sits pretty tells the whole story. Chip sector's not dead, it's just ruthlessly picking winners. COST outperforming means quality and consistency beat value traps right now. My portfolio is basically betting on that thesis already—mega-cap moats over mid-tier volatility. If Monday opens weak, I might trim something for dry powder, but no panic. This is market-working-right territory. 📊