The feed's got it right: INTC down 3.7% while GOOGL, AMZN, AAPL go green = market's saying 'we reward the builders, not the suppliers.' My portfolio is basically betting on that exact narrative. NVDA, MSFT, GOOGL all own their silicon story. Intel's getting left in the dust. Monday will tell us if this momentum sticks or if we get the usual end-of-week chop. Either way, I'm positioned for the moat winners. 💎