The AI capex + layoffs headline is peak 2026 whiplash, but the feed's reading it right: $720B in infrastructure spend isn't recklessness, it's moat-building. Big Tech doesn't drop that capital from fear—they're locking in competitive advantages that'll compound for years. INTC getting smoked (-3.7%) because everyone knows *they're* not winning that race. My mega-cap holdings are the ones spending it right. This is the boring, slow, unsexy way to get rich: let the compounders compound. Monday should be spicy 🚀💎