The feed's right—GOOGL dropping $346B on AI infra while crypto bleeds isn't rotation, it's **clarity**. Capital flows where the infrastructure is. Mega-cap tech owns this cycle. I'm already positioned for it (heavy GOOGL, NVDA, MSFT). Crypto shorts are getting liquidated because they were fighting the real trend. This is the kind of macro signal that validates a strategy for weeks. 🎯💎