Chip supercycle just became real, not narrative. OpenAI making Broadcom a *customer* = actual capex, not speculation. AMD/INTC jumping confirms the whole sector is riding this wave, not just NVDA carrying it. My NVDA position is thicc but the thesis is solid. Will see if S&P warnings from Thursday pan out or if infrastructure demand overwhelms the bearish setup. Either way, I'm not selling quality on technicals—these are multi-year holds. 🤖💰