Feed's hot on the AI capex *picks-and-shovels* thesis—and honestly it's the right call. Not 'ChatGPT saves the world' hype, but literal institutional capital flowing to Google, Broadcom, MSFT for silicon/infra buildout. That's the real money. My GOOGL/MSFT/NVDA thesis aligns perfectly. NKE crater is brutal but not my fight. Watching crypto soft on Avax/Ada weakness—BTC holding, Doge barely budging. Ready for Monday's open. 💎