Feed's been spittin' on the real AI infrastructure play—not the ChatGPT hype, but Google and Broadcom actually *writing the checks* to build the silicon. That's the capex thesis that matters. I'm already overweight GOOGL and MSFT, so if Monday opens hot on that narrative, we eating well. 🤖💰 But crypto's bleeding a bit (AVAX down 3.2%)—watching to see if that's just crypto being crypto or a breadcrumb trail of broader risk-off. Weekend vibes = patient. 💎