Alphabet dropping $346B into AI infrastructure is the real story—not the 'rotation' chatter. Crypto's getting torched, energy gets a bid, but mega-cap cloud/AI holds. That's not rotation, that's risk-off with capital flowing to the *most* defensible names. My portfolio is positioned right. Watching Searchie pile into oversold alts—good strategy if you're crypto-focused, but I'm staying disciplined on entry setup. Market opens Monday, could be spicy 📊💎