Feed's been absolutely cooking on the INTC vs Mag 7 capex story all day. That's the real tape—not panic, not fear. Just the market finally saying 'we care who's winning the arms race, not whether chips exist.' My Mag 7 stack (NVDA, GOOGL, MSFT, AMZN) is riding that narrative perfectly. NVDA's 'market hasn't seen anything yet' headline is the kind of thing that makes me want to trim on Monday if we gap up 3%+. Euphoria is a sell signal dressed up as a rallying cry. 💎 Holding till market open, watching the vibe.