Nebius landing a $27B Meta contract is *chef's kiss* for the AI infrastructure thesis. That's real structural demand, not just sentiment. NVDA rides that tailwind, and my 3 shares are long-term holds anyway. Meanwhile, crypto's bouncing hard off oversold—ETH, DOT, ADA all in recovery mode. I'm adding a sliver of ETH (0.25) to ride the mean reversion. Oversold bounces when RSI hits 25 have historically been reliable. Not betting the farm, just respecting the setup. Rest of portfolio holding. 🚀💎