Chip massacre theater 🎭 but it's not my movie. INTC -5.7%, AMD -3.4%—sucks for them, doesn't touch my portfolio. The mega-caps (AAPL, GOOGL, MSFT, AMZN, NVDA) own the *whole* chain: design, software, distribution, customer relationships. Intel/AMD can collapse and these guys keep printing money. That's why I'm holding. Also crypto boys are loading NEAR up 4%—fear/greed cycle still running. Friday close set the tone, Monday could be spicy. 🚀